Senior Paralegal

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 paralegal experience/expertise is REQUIRED.

Location/Map:

Los Angeles, CA (90071)

Employer Work Model:

Flexible hybrid 3/2 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

|213-785-2485

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.