Senior Paralegal
D3 Search, Los Angeles, CA, United States
D3 Search is seeking an accomplished
Trust & Estates Paralegal
on behalf of a respected CA-based law practice with its headquartered offices located in
Los Angeles, CA (90071).
Note: 5+ years of Trust & Estates paralegal experience/expertise is REQUIRED.
Employer Work Model: This
Trusts & Estates Paralegal
will work closely with the
Trust & Estates Team
in a collaborative environment and will assist the attorneys in all aspects of
trust and estates matters . Responsibilities include assisting clients with estate planning, trust administration, and related transactions; drafting estate planning and trust funding documents; preparing real estate transfer documents; and assisting with probate and trust litigation pleadings.
Duties/Responsibilities: The candidate will work on a variety of requests and projects:
Assist with planning documents and funding of assets (deeds/transfers of accounts/beneficiary changes / property tax reassessment exemptions and reporting requirements).
Prepare and maintain documents relating to court accountings, trust administration and probate administration.
Prepare and administer estate plan critical dates and checklists.
Track and assist with review of due diligence and trust and estate documents.
Participate in conference calls and assist in meetings with clients.
Prepare clear and concise correspondence and memorandum.
Assist with preparing initial draft pleadings, correspondence and planning documents for attorney review.
Collect supporting information for and assist with preparing draft estate tax returns for attorney review.
Prepare initial documents establishing corporate and limited liability entities, including
non-profit corporations, and amendments to and maintenance of existing entities for attorney review.
Prepare draft agendas and exhibits for client and board meetings for attorney review and take notes at meetings.
Work with team to keep client files updated and oversee to ensure pleadings, signed documents and correspondence are organized and filed properly.
General Software Skills:
Microsoft Word, Excel, Outlook, Westlaw
Adobe Acrobat Pro
iManage or another similar document management system is a plus.
Notary commission a plus.
Starting annual salary/comp. is
up to 135K | DOE/DOQ
plus a comprehensive health benefits package, generous PTO, paid parking onsite, high functioning & tenured support staff, annual reviews, etc.
If interested in this full-time/direct hire
Trust & Estates Paralegal
role with this respected full-service CA-based law practice headquartered in
Los Angeles, CA (90071),
and you meet the above qualifications/requirements, please contact the following D3 rep.:
Don Moser ~ D3 Search
D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
#J-18808-Ljbffr
Trust & Estates Paralegal
on behalf of a respected CA-based law practice with its headquartered offices located in
Los Angeles, CA (90071).
Note: 5+ years of Trust & Estates paralegal experience/expertise is REQUIRED.
Employer Work Model: This
Trusts & Estates Paralegal
will work closely with the
Trust & Estates Team
in a collaborative environment and will assist the attorneys in all aspects of
trust and estates matters . Responsibilities include assisting clients with estate planning, trust administration, and related transactions; drafting estate planning and trust funding documents; preparing real estate transfer documents; and assisting with probate and trust litigation pleadings.
Duties/Responsibilities: The candidate will work on a variety of requests and projects:
Assist with planning documents and funding of assets (deeds/transfers of accounts/beneficiary changes / property tax reassessment exemptions and reporting requirements).
Prepare and maintain documents relating to court accountings, trust administration and probate administration.
Prepare and administer estate plan critical dates and checklists.
Track and assist with review of due diligence and trust and estate documents.
Participate in conference calls and assist in meetings with clients.
Prepare clear and concise correspondence and memorandum.
Assist with preparing initial draft pleadings, correspondence and planning documents for attorney review.
Collect supporting information for and assist with preparing draft estate tax returns for attorney review.
Prepare initial documents establishing corporate and limited liability entities, including
non-profit corporations, and amendments to and maintenance of existing entities for attorney review.
Prepare draft agendas and exhibits for client and board meetings for attorney review and take notes at meetings.
Work with team to keep client files updated and oversee to ensure pleadings, signed documents and correspondence are organized and filed properly.
General Software Skills:
Microsoft Word, Excel, Outlook, Westlaw
Adobe Acrobat Pro
iManage or another similar document management system is a plus.
Notary commission a plus.
Starting annual salary/comp. is
up to 135K | DOE/DOQ
plus a comprehensive health benefits package, generous PTO, paid parking onsite, high functioning & tenured support staff, annual reviews, etc.
If interested in this full-time/direct hire
Trust & Estates Paralegal
role with this respected full-service CA-based law practice headquartered in
Los Angeles, CA (90071),
and you meet the above qualifications/requirements, please contact the following D3 rep.:
Don Moser ~ D3 Search
D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
#J-18808-Ljbffr