Paralegal (Trusts and Estates)

Saul Ewing LLP; Los Angeles (CA); On-site; USD 59,000 - 73,000; Full time

Job summary

Saul Ewing LLP in Century City, CA seeks a Trust and Estates Paralegal familiar with California estate planning, trust, estate and probate laws. You will draft documents, assist in discovery, manage probate petitions, and review accountings and estate tax returns.

Requirements include 5+ years as a Trust & Estate paralegal and a CA Paralegal certificate. You may work in the Century City office 2–3 days weekly, with some travel to firm’s other CA offices.

Qualifications

• 5+ years experience as a Trust and Estate paralegal
• CA Paralegal certificate required
• Experience in CA trust and estate litigation or administration preferred
• Experience with gift tax and estate tax returns preferred
• Self-motivated with exceptional follow-through skills

Responsibilities

• Coordinate probate court filings and recordings, including research and familiarity with local rules
• Assist in Estate and Trust litigation tasks and prepare pleadings for filing
• Assist in litigation discovery tasks
• Prepare probate administration paperwork, including petitions and orders
• Assist with trust administration tasks
• Communicate with clients and advisors relating to coordination and gathering of information
• Prepare gift tax and estate tax returns
• Prepare draft accountings per California Probate Code
• Prepare basic Estate Planning documents and assist with signing

Skills

Communication skills

Attention to detail

Time management

Microsoft Office

e-discovery

Trial preparation

Project management

Education

CA Paralegal certificate

5+ years experience as Trust/ Estates paralegal

Job description

The Trust and Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, assists in discovery and trial readiness in litigation matters, handles trust and estate administration, drafts probate-related petitions (including judicial council forms and readying pleadings for filing), and reviews and addresses probate notes. The Trust and Estates Paralegal will also prepare and review accountings and assist in the preparation of estate and gift tax returns.

Essential Functions & Responsibilities

• Coordinate probate court filings and recordings, including research and familiarity with local rules
• Assist in Estate and Trust litigation matters to include document management, and preparing pleadings for filing and service, including Exhibits
• Assist in litigation discovery tasks
• 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

Knowledge & Skills

• Excellent communication skills, both written and verbal
• Strong attention to detail, organizational skills and effective time management
• Self-motivated, flexible, with exceptional follow-through skills
• Proficient in Microsoft Office suite, e-discovery and trial preparation
• Capable of independently managing multiple projects

EDUCATION AND EXPERIENCE REQUIRED:

• 5+ years of experience working as a Trust and Estate paralegal with minimal supervision
• CA Paralegal certificate required
• Experience in either California Trust and Estate related litigation or administration preferred
• Experience with gift tax and estate tax returns preferred
• Self-motivated, flexible, with exceptional follow-through skills

ADDITIONAL INFORMATION:

• Individual in this position will provide additional assistance and support as directed by their supervisor.
• Candidate must be flexible and able to work in the Century City office at a minimum 2-3 times a week.
• Job may require occasional travel to firm's other California office
• This job description is subject to change at any time.

PAY TYPE:

• HOURLY

COMPENSATION:

The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $90,000 - $110,000 annually.