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.

Responsibilities:

• 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

 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.