Trusts and Estates Paralegal

Job Description:

Responsibilities:

* Meet with Clients, Trustees and Family members and communicate with beneficiaries

* Prepare estate and gift tax 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 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

* Prepare assignments, nominee partnership and nominee assignments, federal SS-4 and 56, trade name affidavits

* 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 related documents

* Perform other duties as assigned

Job Requirements:

Qualifications:

* Minimum of five 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 process and rules and use of judicial council forms

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