Paralegal (Trust Administration)

Career Consulting Partners; El Segundo (CA); Hybrid; USD 78,000 - 92,000; Full time

Job summary

Career Consulting Partners partners with a nationally ranked private wealth law firm in Southern California to hire an experienced Trust Administration Paralegal. The role supports 2–3 attorneys on trust administration and estate settlement with a hybrid schedule from El Segundo, CA.

This position requires 5+ years of Trust Administration paralegal experience, knowledge of the California Probate Code, and experience preparing trust accountings.

Qualifications

• 5+ years of Trust Administration paralegal experience.
• Working knowledge of the California Probate Code.
• Experience preparing trust accountings.
• Meets the paralegal requirements of California Business & Professions Code §6450.

Responsibilities

• Support 2–3 attorneys on trust administration and estate settlement from start to final distribution.
• Prepare trust administration notices and correspondence to trustees and beneficiaries.
• Inventory and value assets, coordinating with financial institutions, appraisers, and CPAs.
• Handle asset transfers, retitling, and distributions.
• Prepare trust accountings and draft petitions (Heggstad, spousal property, and others) for attorney review.
• Meet a billable expectation of 1,500 hours.

Skills

Trust Administration

Paralegal experience

California Probate Code

Job description

Paralegal - Trust Administration

Career Consulting Partners is partnering with a nationally ranked private wealth law firm in Southern California to find an experienced Trust Administration Paralegal. This is a chance to join a respected Private Client team, with flexibility on which office you work from and your hybrid schedule.

Responsibilities:

• Support 2–3 attorneys on trust administration and estate settlement, from the start of each matter through final distribution.

• Prepare trust administration notices and correspondence to trustees and beneficiaries.

• Inventory and value assets, working with financial institutions, appraisers, and CPAs.

• Handle asset transfers, retitling, and distributions.

• Prepare trust accountings and draft petitions (Heggstad, spousal property, and others) for attorney review.

• Meet a billable expectation of 1,500 hours.

Qualifications:

• 5+ years of Trust Administration paralegal experience.

• Working knowledge of the California Probate Code.

• Experience preparing trust accountings.

• Meets the paralegal requirements of California Business & Professions Code §6450..

Compensation

• Total compensation of $78,000–$92,000, including bonuses, based on experience.

Location:

• El Segundo, CA

• Hybrid Work Schedule

Why This Firm

• A true leadership role, with supervisor and leadership training.

• A consistent hybrid schedule.

• Strong support staff, including a dedicated billing team, on-demand IT, and office services.

• Full benefits, including medical, dental, and vision, HSA/FSA, disability and life insurance, an EAP, and a no-cost caregiver support program.