Paralegal -Estate Planning & Trusts

Location: Los Angeles, CA
Date Posted: 03-22-2018
Top Tier Law Firm in Century City is seeking a Paralegal specializing in Trust, Estates And Probate. The successful candidate will assist in drafting Estate Plans, handling Trust Administrations and Probates.

Required Education:
BA/BS degree in relevant field
Must have a CA Paralegal Certificate

Responsibilities:
  • Complete the preparation of Wills, Trusts and other estate planning forms as directed by attorneys
  • Organize assets, coordinate trust funding, prepare real property deeds and related documents and marshal assets;
  • Organize and index documents; assist in the preparation of federal estate and gift tax returns;
  • Prepare fiduciary accountings
  • Prepare and file probate forms and manage dockets. 
  • Prepare petitions for probate, trust-related documents, pleadings and declarations with applicable courts.
Required Skills/Experience:
  • 5 Years Previous experience with estate planning and trust administration. 
  • Microsoft Word, Excel, and Outlook. 
  • Probate and Probate Accountings.
  • Trust Administration and Trust Accountings.
  • Conservatorship and Conservatorship Accountings.
  • Familiarity with Medi-Cal Planning.
  • Familiarity with Estate Tax Returns.
  • Having Prepared Substituted Judgment Petitions for Estate Planning/Medi-Cal Planning
  • Notary Public
  
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