Trusts & Estates Paralegal

Source Pro Search is conducting a search for an experienced Trusts & Estates Paralegal for a top ranked law firm to be based out of their Los Angeles office.

The Trusts & Estates Paralegal will be responsible for managing a heavy caseload, working in all phases of estate planning.

• Prepare drafts for estate planning, probate, trust administration
• Manage estate planning and administration matters from inception to completion
• Filing of necessary documents with the court Draft estate documents such as wills, trusts, assignments, deeds, etc.
• Research title to real properties
• Prepare court documents for probate and trust matters
• Preparation of probate documents for the administration of an estate
• Administer probate and trust cases including preparation of trust administration documents i.e.
• Trust administration letter, affidavits, consents, real property transfer documents, etc.
• Prepare and review accounting for probate and estate matters
• Obtaining necessary information for tax preparation of estate and trust
• Prepare estate tax returns
• Research charitable status of named beneficiaries
• Prepare and arrange for revisions of departmental forms
• Maintain department referral and estates lists
• Maintain attorney information lists Assist in associate and other personnel training
• Prepare agendas for monthly meetings
• Coordinate client development events for internal team
• Contact regulatory bodies, clients, and court as needed

• Required Qualifications:
  
  5+ years of paralegal experience in a Trusts & Estates Practice Group at a mid-large law firm.
• Additional qualifications include excellent analytical and organizational abilities, solid communication (both verbal and written) and interpersonal skills, strong computer abilities and initiative.
• Education Preferred:
  Bachelor’s Degree License and Certification
  
  Required:
  
  ABA Approved Paralegal Certificate
• Preferred:
  Certification in Estate Planning Computer/Software Knowledge
• Required:
  
  Proficiency in Windows 10 and Microsoft Suite, experience with document management system, proficient with Adobe Acrobat Preferred:
  Net Docs; BNA Forms.