Senior Paralegal

D3 Search; Los Angeles (CA); On-site; USD 122,000 - 149,000; Full time

Benefits offered by this job

Hybrid work model

401K

Generous PTO

Annual reviews

Career growth opportunities

Job summary

D3 Search is actively seeking a Snr. Trust & Estates Paralegal on behalf of a highly respected NY-based law practice with a long-standing office located in Los Angeles, CA (90067).

The role is a full-time, non-exempt position in a sophisticated Trusts & Estates/Private Client group. You will manage complex estate administrations, draft tax returns, coordinate probate filings, and collaborate with attorneys and external advisors.

Qualifications

• 3–7+ years of experience as an estate and trust paralegal.
• Strong knowledge of Excel, Word, and Outlook.
• Familiarity with probate procedures and fiduciary accounting preferred.
• Bachelor’s Degree preferred; CA Business and Professions Code §6450 compliance required.

Responsibilities

• Manage substantial portions of estate and trust administrations with supervision.
• Prepare asset inventories, valuations, and distributions.
• Draft Federal estate and gift tax returns and fiduciary accounts.
• Coordinate probate filings and court procedures in California.
• Collaborate with attorneys, clients, and external advisors.

Skills

Estate & Trust paralegal

Team collaboration

Project management

Education

Bachelor’s Degree preferred

Tools

Excel

Microsoft Word

Outlook

Visio

iManage/FileSite

Asana

Job description

D3 Search is actively seeking a Snr. Trust & Estates Paralegal on behalf of a highly respected NY-based law practice with a long-standing office located in Los Angeles, CA (90067).

Employment Status:

Full-time/direct-hire employment. Non-exempt role (OT in accordance w/ CA laws).

A prominent NY-based law practice with a long-standing office in Century City is currently seeking an experienced and highly capable T&E Paralegal to join their Trusts & Estates/Private Client Group/Department.

This role is designed for a professional who thrives in a sophisticated practice and is ready to take on meaningful responsibility across complex estate planning and administration matters.

Substantial hands-on experience administering complex trusts and taxable estates is required.

Strong estate and gift tax return preparation skills, fiduciary accounting experience, and knowledge of California probate court procedures are preferred.

• Manage substantial portions of estate and trust administrations in a highly sophisticated environment, with appropriate supervision
• Prepare asset inventories and assist with valuation, retitling, and distribution of assets
• Draft and coordinate Federal estate and gift tax returns
• Identify and analyze estate, gift, income, and property tax issues in collaboration with attorneys
• Support trust funding and ongoing trust administration
• Prepare documentation for asset transfers and beneficiary distributions, including deeds, assignments, receipts, and releases
• Draft probate and court filings
• Assist in the preparation and review of fiduciary accountings
• This role supports all aspects of estate planning, post-death trust and probate administration, and ongoing trust administration for high-net-worth clients.
• You will have regular interaction with attorneys, senior paralegals, and clients, as well as outside advisors including accountants, appraisers, and fiduciaries.
• The ideal candidate is comfortable taking ownership of substantive workstreams while also collaborating across the team to maintain quality, timing, and client service at a high level.
• 3–7+ years of experience as an estate and trust paralegal
• Compliance with California Business and Professions Code §6450 required; Bachelor’s Degree preferred
• Strong working knowledge of Excel, Microsoft Word, and Outlook; experience with Visio and document management systems (iManage/FileSite preferred); use of Asana for project management preferred
• Excellent organizational skills with the ability to manage multiple timelines and priorities proactively
• Strong written and verbal communication skills
• High attention to detail with sound judgment in escalating issues appropriately
• Ability to work both independently and collaboratively within a team structure
• Comfort working in a fast-paced, high-expectation environment

Salary range is up to 135K+sign-on bonus ~ DOQ, and the law firm (employer) offers a comprehensive & robust benefits package, hybrid 3/2 work model., 401K, generous PTO, annual reviews, lucrative bonuses, and career growth opportunities, etc.

D3 Legal Search, LLC (aka D3 Search) and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.