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Trust & Estates Paralegal

Job title: Trust & Estates Paralegal

Company: GPAC

Job description: Job Title: Trust & Estate ParalegalAbout Us: GPAC has partnered with a national law firm specializing in Litigation. Their team is seeking a Trusts & Estates Paralegal with 5-8 years of experience in estate planning and trust administration to work in our Los Angeles (Westwood) office. The Trusts & Estates Paralegal will be responsible for day-to-day tasks related to estate planning and trust administration including document preparation and review, legal research, and communication with clients.The Firm: A national, full-service law firm dedicated to assisting businesses, institutions, and individuals. They offer legal services in business restructuring & insolvency, construction, corporate matters, healthcare, intellectual property, labor & employment, litigation, real estate, and trusts & estates. In addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment & sports, hospitality, and life sciences industries.Responsibilities include but are not limited to:

  • Preparation of accountings for both estates and trusts
  • Drafting of estate planning documents, including wills, living trusts, irrevocable trusts and asset transfers
  • Assistance with probate administration including probate petitions, assessor forms, statutory notices, creation of sub trusts, family settlement agreements, Rule 5.6 notices, and allocation of assets
  • Preparation of federal and state individual and fiduciary income tax returns, gift tax returns, and estate tax returns
  • Serves as liaison between firm, clients, advisors, and beneficiaries

Candidate Qualifications

  • 5-8 years of experience in trusts & estates within a law firm environment
  • Paralegal certificate required; B.A. or B.S. desired
  • Proficient in Microsoft Office Suite, especially Microsoft Word and Excel; experience with WealthCounsel, Lackner, ProLaw, and NetDocs a plus
  • Notary Public a plus
  • Excellent mathematical skills
  • Strong analytical and problem-solving skills
  • Legal research and technical writing skills, including proficiency with legal research tools
  • Strong communication, interpersonal, and customer service skills
  • Ability to work within deadlines and work on multiple tasks simultaneously
  • Detail-oriented and highly organized

Employee Status: Full-Time – Non-exempt – In-Office 4 days a week and one day work from home (after 90 probationary period).Salary Range: $75,000-$95,000/yearHow to Apply: Simply apply to this posting or forward your confidential resume to Virginia.Amburgy@gogpac.com.

Expected salary: $95000 per year

Location: Los Angeles, CA

Job date: Fri, 15 Nov 2024 23:02:31 GMT

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