What are the responsibilities and job description for the Senior Paralegal position at D3 Search?
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).
Position Title🎯:
Trust & Estates Paralegal
- Note: 5 years of Trust & Estates/Private Wealth paralegal experience/expertise is MANDATORY/REQUIRED.
Location/Map📌:
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.
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.
Annual Salary💵/Compensation💰 & Health Benefits:
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
📬don@d3search.com |☎213-785-2485
🌐www.d3search.com
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.