Los Angeles CA

Trust & Estates Paralegal

CM Legal

Trust & Estates Paralegal
The Downtown Los Angeles office is seeking a Trusts & Estates Paralegal with tax experience. The Trusts & Estates Paralegal will work with attorneys, practice specialists and assistants on matters from all aspects of trusts and estates planning and administration.
 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

Essential Functions of Job:

  • 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 ie. 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

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.

  • Max. file size: 300 MB.

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