Hybrid Trust & Estates Paralegal — Probate & Tax (CA)

Insight Global (United States); Irvine (CA); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Benefits provided

Job summary

Insight Global is seeking an experienced Trust & Estates Paralegal to support two partners out of a Los Angeles area office. The candidate should be familiar with California estate planning, trust, estate and probate laws, draft legal documents, handle trust and estate administration, draft probate petitions, and review probate notes.

The role includes preparing and reviewing accountings and assisting in estate and gift tax return preparations.

Qualifications

• 5+ years of experience as a Trust and Estate paralegal in California.
• CA Paralegal certificate required.
• Bachelor’s degree preferred.

Responsibilities

• Coordinate probate court filings and recordings, including research and familiarity with local rules.
• Prepare probate administration paperwork, including petitions, orders, etc.
• Assist with trust administration tasks.
• Communicate with clients and professional advisors relating to coordination and gathering of information.
• Prepare gift tax and estate tax returns.
• Prepare draft accountings in conformity with California Probate Code.
• Prepare basic Estate Planning documents and assist with process through document signing.

Skills

Estate law experience

Trust/estate administration

Probate filings

Independent work

Education

CA Paralegal certificate

Bachelor’s degree

Job description

Insight Global is seeking an experienced Trust & Estates Paralegal to support two partners out of a Los Angeles area office. The candidate should be familiar with California estate planning, trust, estate and probate laws, draft legal documents, handle trust and estate administration, draft probate petitions, and review probate notes.

The role includes preparing and reviewing accountings and assisting in estate and gift tax return preparations.