What are the responsibilities and job description for the Trust & Estates Paralegal position at Talent Acquisition LLC?
A respected law firm is seeking an experienced Trust & Estates Paralegal to support attorneys in estate planning, trust and estate administration, probate matters, and related litigation. This role offers the opportunity to work on sophisticated trust and estate matters in a collaborative, client-focused environment.
Responsibilities
- Coordinate probate court filings and recordings, ensuring compliance with local court rules.
- Prepare probate administration documents, including petitions, orders, and related filings.
- Assist with trust administration and estate settlement matters.
- Support trust and estate litigation, including pleadings, exhibits, document management, and discovery.
- Prepare fiduciary accountings in accordance with California Probate Code requirements.
- Prepare federal and state gift tax and estate tax returns.
- Assist with estate planning document preparation and execution.
- Communicate with clients, fiduciaries, and professional advisors to gather and organize information.
Requirements
- 5 years of Trust & Estates Paralegal experience.
- California Paralegal Certificate required.
- Strong knowledge of California probate, trust administration, and estate planning procedures.
- Experience with trust and estate administration and/or litigation preferred.
- Experience preparing gift and estate tax returns preferred.
- Bachelor's degree preferred.
- Excellent communication, organizational, and time-management skills.
- Ability to manage multiple priorities independently.
- Proficiency with Microsoft Office Suite, e-discovery, and trial preparation tools.
Additional Information
- Hybrid work schedule with regular in-office attendance required.
- Candidates must reside within a reasonable commuting distance of an office location.
- Occasional travel may be required.