Senior Paralegal
The Los Angeles County Bar Association - LACBA, Los Angeles, CA, United States
Position Title
Trust & Estates Paralegal Note:
5+ years of Trust & Estates paralegal experience/expertise is required. Location
Los Angeles, CA (90071) Employer Work Model
Flexible hybrid 3 onsite/2 remote work model. Position Summary
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. Responsibilities
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. Annual Salary/Compensation & Health Benefits
Starting annual salary up to 135K, plus a comprehensive health benefits package, generous PTO, paid parking onsite, high‑functioning & tenured support staff, annual reviews, etc. EEO Statement
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.
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Trust & Estates Paralegal Note:
5+ years of Trust & Estates paralegal experience/expertise is required. Location
Los Angeles, CA (90071) Employer Work Model
Flexible hybrid 3 onsite/2 remote work model. Position Summary
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. Responsibilities
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. Annual Salary/Compensation & Health Benefits
Starting annual salary up to 135K, plus a comprehensive health benefits package, generous PTO, paid parking onsite, high‑functioning & tenured support staff, annual reviews, etc. EEO Statement
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