Our client, the new Los Angeles (Century City) office of an international law firm, is seeking a Trust & Estates Paralegal to join their team. It's an exciting firm that is growing quickly and has been named among the Top Law Firms of 2023 by the LA Times.
This is 4 days in office, 1 WFH and a 7 hour/day, 35-hour work week.
Day to day:
- 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 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
Requirements:
- 7 years'+ trust & estate paralegal experience
- Bachelor's degree
- Strong attention to detail, proactive, organized
- Knowledge of probate process and rules and use of judicial council forms
- Ability to work in Century City 4xs week
Salary range is $130,000 - $145,000K, depending on experience, plus a discretionary year-end bonus.
Benefits include:
- Medical, dental, vision, and optional insurance plans (pet, auto)
- 401K with generous employer contribution
- 20 days of PTO
- 10 paid holidays
- Employee assistance program
- Health savings account
- Commuter/Flexible spending accounts
- Childcare leave and family planning services