Estate & Corporate Paralegal - Docs, Due Diligence, Closings

JBA International; Santa Monica (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

JBA International seeks a paralegal to support attorneys in trust and estates transactions, including documentation, due diligence, and closing activities. You will be part of the Corporate department, reporting to your team’s attorneys.

Responsibilities include drafting and maintaining estate documents, planning asset funding, court accountings and probate administration, and coordinating with clients on calls and correspondence. Strong writing and organizational skills are essential.

Qualifications

• Two years of legal experience in corporate transactions required.
• Bachelor’s degree and/or paralegal certificate.
• Proficiency in Word, Excel, Outlook and calendar tools.

Responsibilities

• Assist attorneys with trust and estate documentation and due diligence.
• Manage planning documents and funding of assets (deeds / transfers / beneficiaries).
• Prepare court accountings, trust and probate administration documents.
• Track due diligence and review trust and estate documents with supervising attorney.
• Prepare correspondence and memorandum for attorney review.
• Draft initial amendments to trust and estate documents.
• Review organizational and authority documents.

Skills

Legal experience in corporate trans.

Strong writing skills

Organizational skills

Communication skills

Education

Bachelor's degree

Paralegal certificate

Tools

Microsoft Office

Job description

JBA International seeks a paralegal to support attorneys in trust and estates transactions, including documentation, due diligence, and closing activities. You will be part of the Corporate department, reporting to your team’s attorneys.

Responsibilities include drafting and maintaining estate documents, planning asset funding, court accountings and probate administration, and coordinating with clients on calls and correspondence. Strong writing and organizational skills are essential.