Paralegal
Musick Peeler & Garrett, Los Angeles, CA, United States
Job Description
Job Description
Musick, Peeler & Garrett LLP has an opening for an experienced Trust & Estates Paralegal in
our Los Angeles office. This position is full-time and non-exempt. A hybrid schedule is available
after 45 days of employment - two days remote, three days on-site.
Qualifications:
All candidates must have a BA or BS degree and a Paralegal Certificate from an ABA approved
program. Minimum of five years' experience working as a Trust & Estates Paralegal for a law
firm.
This 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.
The role also involves preparing estate tax returns, compiling and organizing supporting
documentation, establishing and maintaining business entities (including limited liability
companies and nonprofit corporations), participating in client meetings, and providing general
support on related matters within the Trust & Estates practice. The role will involve heavy client
interaction. Probate experience is a plus.
Excellent communication skills, and high attention to detail with an emphasis on accuracy and
work product quality is required. Proficiency in Microsoft Word, Excel, Outlook, Westlaw, and
Adobe Acrobat Pro. Previous use of iManage or another similar document management system
is a plus. Notary commission a plus.
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.
Benefits/Compensation:
We offer a collaborative and professional work environment with a competitive salary and
excellent benefits. A summary of our full-time benefits includes:
Retirement: 401(k) plan with annual employer contribution; employee deferrals available
Healthcare: Medical (HMO/PPO options), dental, and vision coverage; Dependent
coverage, domestic partners coverage is available
Life Insurance: Group and supplemental life insurance options available
Disability: Long-term disability and long-term care insurance options available
Wellbeing: Employee wellbeing program, including EAP professional counseling and
referral services
Paid Time Off: Competitive vacation and sick leave; paid firm holidays
Parking and Commuting: Parking is covered and monthly commuting allowance is
offered
Celebrations: Events for holidays, birthday commemorations, special staff
acknowledgments and annual events
Community Involvement Opportunities: Firm-sponsored community outreach
opportunities are available
Flexible Spending Account (FSA)/Plans - Sections 125 and 132 plans available
Professional Development Opportunities: On-boarding and in-house training programs,
continuing learning and professional growth and development opportunities
Hybrid Schedule: A hybrid schedule is available for this position
Salary range for this position is $135K + DOE
Firm Info:
Please visit www.musickpeeler.com for more detailed information about our firm.
Musick, Peeler & Garrett LLP provides equal employment opportunity to all employees and
applicants without regard to race, color, creed, gender, religion, marital status, age, national
origin, sex or any other applicable category protected by state and/or federal laws. In addition
to federal law requirements, Musick, Peeler & Garrett LLP complies with applicable state and
local laws governing nondiscrimination in employment in every location in which the firm has
facilities. This policy applies to all terms and conditions of employment, including recruiting,
hiring, retention, placement, promotion, termination, layoff, recall, transfer, leaves of absence,
compensation and training.
Job Description
Musick, Peeler & Garrett LLP has an opening for an experienced Trust & Estates Paralegal in
our Los Angeles office. This position is full-time and non-exempt. A hybrid schedule is available
after 45 days of employment - two days remote, three days on-site.
Qualifications:
All candidates must have a BA or BS degree and a Paralegal Certificate from an ABA approved
program. Minimum of five years' experience working as a Trust & Estates Paralegal for a law
firm.
This 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.
The role also involves preparing estate tax returns, compiling and organizing supporting
documentation, establishing and maintaining business entities (including limited liability
companies and nonprofit corporations), participating in client meetings, and providing general
support on related matters within the Trust & Estates practice. The role will involve heavy client
interaction. Probate experience is a plus.
Excellent communication skills, and high attention to detail with an emphasis on accuracy and
work product quality is required. Proficiency in Microsoft Word, Excel, Outlook, Westlaw, and
Adobe Acrobat Pro. Previous use of iManage or another similar document management system
is a plus. Notary commission a plus.
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.
Benefits/Compensation:
We offer a collaborative and professional work environment with a competitive salary and
excellent benefits. A summary of our full-time benefits includes:
Retirement: 401(k) plan with annual employer contribution; employee deferrals available
Healthcare: Medical (HMO/PPO options), dental, and vision coverage; Dependent
coverage, domestic partners coverage is available
Life Insurance: Group and supplemental life insurance options available
Disability: Long-term disability and long-term care insurance options available
Wellbeing: Employee wellbeing program, including EAP professional counseling and
referral services
Paid Time Off: Competitive vacation and sick leave; paid firm holidays
Parking and Commuting: Parking is covered and monthly commuting allowance is
offered
Celebrations: Events for holidays, birthday commemorations, special staff
acknowledgments and annual events
Community Involvement Opportunities: Firm-sponsored community outreach
opportunities are available
Flexible Spending Account (FSA)/Plans - Sections 125 and 132 plans available
Professional Development Opportunities: On-boarding and in-house training programs,
continuing learning and professional growth and development opportunities
Hybrid Schedule: A hybrid schedule is available for this position
Salary range for this position is $135K + DOE
Firm Info:
Please visit www.musickpeeler.com for more detailed information about our firm.
Musick, Peeler & Garrett LLP provides equal employment opportunity to all employees and
applicants without regard to race, color, creed, gender, religion, marital status, age, national
origin, sex or any other applicable category protected by state and/or federal laws. In addition
to federal law requirements, Musick, Peeler & Garrett LLP complies with applicable state and
local laws governing nondiscrimination in employment in every location in which the firm has
facilities. This policy applies to all terms and conditions of employment, including recruiting,
hiring, retention, placement, promotion, termination, layoff, recall, transfer, leaves of absence,
compensation and training.