Private Wealth (T & E) Paralegal

Job Description:

• Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings such as inventories, petitions for distribution, intermediate reports, petitions to close estates, and waivers of account
• Support completion of Judicial Council forms for trust and probate matters and prepare fiduciary accountings for estates and trusts.
• Coordinate allocation and funding of assets to beneficiaries and sub‑trusts; assemble and transmit transfer documents for securities, real property, and motor vehicles.
• Prepare documentation for asset sales, including deeds, deeds of trust, promissory notes, and settlement statements.
• Problem‑solve title and administration issues affecting decedent assets; liaise with financial institutions, appraisers, and accountants to gather valuations and financial data.
• Assist with preparing and filing petitions, accountings, and ongoing reports for guardianship and conservatorship proceedings.
• Draft wills, trusts, and related estate‑planning instruments and ancillary documentation.
• Support gift and estate tax workflows with tax professionals, including assembling documentation and valuation materials for returns.
• Maintain confidentiality and client-service standards; draft professional correspondence; ensure accuracy and consistency across all work product.
• Perform additional tasks as needed.

Job Requirements:

• Paralegal certificate from an ABA-approved program or compliance with California Business & Professions Code paralegal requirements required.
• 2–3 years of trusts and estates/private client experience with estate planning, trust administration, and California probate procedures required.
• Proficiency in Microsoft Office and document management systems (i.e. iManage).
• Knowledge of probate and trust administration process and rules and use of judicial council forms preferred.
• Strong drafting, proofreading, and cite-checking skills; exceptional attention to detail; ability to manage multiple matters and deadlines.
• Comfort with financial statements and an aptitude for organizing complex information and maintaining meticulous records.
• Professional communication and client-service skills when working with high-net-worth clients and their advisors.
• Ability to work in the Los Angeles office