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