What are the responsibilities and job description for the Trust & Estates Paralegal position at Integr8staff?
Job Title – Trust & Estates Paralegal
Company Location – Los Angeles, CA
On-site, Full Time, Hybrid 3 Days Per Week
Salary Range; $135k, DOE
Job Summary of the Trust & Estates Paralegal position
Integr8staff seeks an experienced Trust & Estates Paralegal assist the attorneys in all aspects of trust and estates matters.
Responsibilities of the Trust & Estates Paralegal position
Assist clients with estate planning, trust administration, and related transactions, drafting estate planning and trust funding documents.
Prepare real estate transfer documents; and assisting with probate and trust litigation pleadings.
Prepare estate tax returns, compiling and organizing supporting documentation, establishing and maintaining business entities (including limited liability companies and nonprofit corporations).
Participate in client meetings and provide general support on related matters within the Trust & Estates practice.
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.
Requirements of the Trust & Estates Paralegal position
A bachelor's degree or some college is preferred.
An ABA-approved paralegal certification is required.
At least 5 years' experience working as a Trust & Estates Paralegal for a law firm.
Ability to handle multiple projects with changing priorities while working independently in a fast-paced environment.
Ability to work overtime, evenings, and weekends, as needed.
Possess excellent spelling, grammar, and punctuation skills.
Must have proficiency in Windows 10, Microsoft Outlook, Excel, PowerPoint, Adobe Acrobat Professional, Zoom, and Teams.
Experience with Westlaw, iManage or another similar document management system
is required.
Probate experience is a plus
Notary commission a plus.
Updated resume is required for consideration. Only Local candidates will be considered - Position does not offer relocation or visa sponsorship.
Company Location – Los Angeles, CA
On-site, Full Time, Hybrid 3 Days Per Week
Salary Range; $135k, DOE
Job Summary of the Trust & Estates Paralegal position
Integr8staff seeks an experienced Trust & Estates Paralegal assist the attorneys in all aspects of trust and estates matters.
Responsibilities of the Trust & Estates Paralegal position
Assist clients with estate planning, trust administration, and related transactions, drafting estate planning and trust funding documents.
Prepare real estate transfer documents; and assisting with probate and trust litigation pleadings.
Prepare estate tax returns, compiling and organizing supporting documentation, establishing and maintaining business entities (including limited liability companies and nonprofit corporations).
Participate in client meetings and provide general support on related matters within the Trust & Estates practice.
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.
Requirements of the Trust & Estates Paralegal position
A bachelor's degree or some college is preferred.
An ABA-approved paralegal certification is required.
At least 5 years' experience working as a Trust & Estates Paralegal for a law firm.
Ability to handle multiple projects with changing priorities while working independently in a fast-paced environment.
Ability to work overtime, evenings, and weekends, as needed.
Possess excellent spelling, grammar, and punctuation skills.
Must have proficiency in Windows 10, Microsoft Outlook, Excel, PowerPoint, Adobe Acrobat Professional, Zoom, and Teams.
Experience with Westlaw, iManage or another similar document management system
is required.
Probate experience is a plus
Notary commission a plus.
Updated resume is required for consideration. Only Local candidates will be considered - Position does not offer relocation or visa sponsorship.
Salary : $135,000