Paralegal

Liberty Personnel Services, Inc.; Santa Ana (CA); Hybrid; USD 110,000 - 130,000; Full time

Job summary

Liberty Personnel Services, Inc. is seeking an Estates and Trusts Paralegal for a law firm in Santa Ana. The role supports attorneys in estate planning, probate, and trust administration, requiring strong knowledge of related laws and excellent organizational skills.

The position emphasizes drafting wills and trusts, researching statutes, preparing filings with courts, and communicating with beneficiaries. A Bachelor's in Paralegal Studies and at least 3 years of relevant experience are required.

Qualifications

• Bachelor's degree in Paralegal Studies, Legal Studies, or a related field.
• Minimum 3 years of experience as an Estates and Trusts Paralegal.
• Strong understanding of estate planning, probate, and trust administration laws and procedures.
• Excellent research, analytical, and writing skills.

Responsibilities

• Assist in drafting wills, trusts, powers of attorney, and other estate planning documents.
• Research and analyze relevant estate planning laws and regulations.
• Gather and review client information to prepare estate planning documents accurately.
• Prepare and file estate planning documents with the appropriate courts and agencies.
• Prepare and file petitions for probate, guardianship, and other court proceedings.

Skills

Legal research

Writing

Communication

Organizational skills

Attention to detail

MS Office

Legal databases

Education

Bachelor's degree in Paralegal Studies

Tools

Microsoft Office Suite

Legal research databases

Job description

Estates and Trusts Paralegal - Law firm - $110,000-130,000 - Hybrid schedule

Summary:

The Estates and Trusts Paralegal will play a crucial role in assisting attorneys in handling estate planning, probate, and trust administration matters. This position requires a strong understanding of estate and trust law, along with meticulous attention to detail and organizational skills.

Responsibilities:

• Assist in drafting wills, trusts, powers of attorney, and other estate planning documents.
• Research and analyze relevant estate planning laws and regulations.
• Gather and review client information to prepare estate planning documents accurately.
• Prepare and file estate planning documents with the appropriate courts and agencies.
• Prepare and file petitions for probate, guardianship, and other court proceedings.
• Obtain necessary court orders and documents for probate administration.
• Manage and distribute assets according to the terms of wills and trusts.
• Prepare and file tax returns for estates and trusts.

Trust Administration:

• Assist in the administration of revocable and irrevocable trusts.
• Prepare and file trust accountings and tax returns.
• Communicate with beneficiaries, trustees, and other parties involved in trust matters.
• Monitor trust investments and ensure compliance with trust terms.

Qualifications:

• Bachelor's degree in Paralegal Studies, Legal Studies, or a related field.
• Minimum of 3 years of experience as an Estates and Trusts Paralegal.
• Strong understanding of estate planning, probate, and trust administration laws and procedures.
• Excellent research, analytical, and writing skills.
• Proficient in Microsoft Office Suite and legal research databases.
• Highly organized and detail-oriented.
• Ability to work independently and as part of a team.
• Strong communication and interpersonal skills.