Elite Trusts & Estates Paralegal — High-Net-Worth Focus

Ekspert Counsel; Los Angeles (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

Ekspert Counsel seeks an experienced Trusts & Estates Paralegal to join its Los Angeles office. The role supports sophisticated estate planning, trust administration, probate, tax, real estate, and entity matters for high-net-worth clients.

You will assist with trust and estate administration, prepare probate filings and fiduciary accounts, coordinate tax returns, and help with entity formation and governance.

Qualifications

• 3+ years of estate planning, trust administration, or probate paralegal experience.
• Compliance with California Business & Professions Code.
• Bachelor’s degree preferred.
• Experience supporting high-net-worth clients in trusts and estates matters.
• Strong understanding of estate administration, probate procedures, and trust funding.
• Experience with real estate transfers, deeds, and entity formation matters is highly preferred.
• Excellent organizational, communication, and project management skills.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook.
• Ability to manage multiple priorities in a fast-paced professional environment.
• Strong attention to detail, sound judgment, and a commitment to exceptional client service.

Responsibilities

• Assist with trust and estate administration, including asset inventories, valuations, distributions, and trust funding.
• Prepare probate filings, fiduciary accountings, deeds, assignments, and other estate administration documents.
• Coordinate federal estate and gift tax return preparation and assist with tax-related matters.
• Support real estate transfers, title review, property tax matters, and related filings.
• Prepare and file entity formation documents for corporations, LLCs, partnerships, and nonprofit organizations.
• Assist with governance, compliance, maintenance, restructuring, and dissolution of entities.
• Maintain accurate records, track deadlines, and manage multiple matters simultaneously.
• Communicate regularly with clients, financial advisors, accountants, appraisers, and fiduciaries.

Skills

Organizational skills

Communication skills

Project management

Attention to detail

Client service

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Excel

Word

Outlook

Job description

Ekspert Counsel seeks an experienced Trusts & Estates Paralegal to join its Los Angeles office. The role supports sophisticated estate planning, trust administration, probate, tax, real estate, and entity matters for high-net-worth clients.

You will assist with trust and estate administration, prepare probate filings and fiduciary accounts, coordinate tax returns, and help with entity formation and governance.