Trusts and Estates Paralegal

Trusts and Estates Paralegal

Trusts and Estates Paralegal

Category

Paralegals

Location

Los Angeles, California

Employment Type

Permanent

Salary

$130000 - $145000



Job Description:

Responsibilities:


* Meet with clients, trustees and family members and communicate with beneficiaries

* Prepare estate (706) and gift tax (709) returns

* Prepare deeds, asset spreadsheets and probate pleadings

* 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

* Prepare Judicial Council Forms for Trust Proceedings and Probate Proceedings

* Familiarity with administration and court procedures for LASC, SDSC, OCSC, etc.

* Prepare required fiduciary accountings for probate estate and trust administration

* Prepare allocation of assets to beneficiaries and/or respective sub-trust

* Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles

* Prepare documents for the sale of assets including deeds, deeds of trust, promissory notes, and settlement sheets

* Ability to handle administration of decedent's assets, problem solve on how to address and administer decedent's assets re title issues and other roadblocks

* Correspondence with financial institutions to collect estate assets; work with appraisers for appraisal for real or personal property; obtain financial information on closely held corporations, partnerships and sole proprietorships from accountants

* Preparing and filing petitions and ongoing accountings and reports related to guardianship and conservatorship proceedings

* Draft trusts, Wills, and ancillary estate planning documents

* Perform other duties as assigned



Job Requirements:

Qualifications:


* Minimum of seven years' of solid trust & estate paralegal experience, along with a bachelor's degree and a paralegal certificate or equivalent

* Must have strong attention to detail, proactive, dependable and extremely organized

* Excellent math and computer skills

* Strong problem solving analytical skills

* Strong proofreading and clear and concise communication skills

* Knowledge of probate and trust administration process and rules and use of judicial council forms

* Ability to work in the Los Angeles office four times a week