Senior Tax, Trusts & Estates Paralegal – Hybrid Role

EverStaff, LLC; Los Angeles (CA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

EverStaff, LLC seeks an experienced Tax, Trusts & Estates Paralegal in Los Angeles, CA. You will support attorneys in estate planning, trust administration, and probate matters, including tax filings and related documents.

The role includes post-death administration, deed preparation, and tax return work (Forms 706/709). Requires 5+ years in a law firm, a four-year degree or equivalent, and an ABA-approved paralegal certificate.

Qualifications

• Minimum of 5 years of experience as a Tax, Trusts & Estates Paralegal in a law firm.
• Four-year college degree or equivalent required.
• ABA-approved paralegal certificate required.
• Experience with federal estate and gift tax returns (Forms 706 and 709).
• Familiarity with California probate court procedures and trust filings.

Responsibilities

• Assist attorneys with estate planning, trust administration, and probate matters.
• Manage post-death trust administration, including notices and asset transfers.
• Assist with trust funding and transfers of real estate, business interests, and accounts.
• Prepare deeds and other documents for property and asset transfers.
• Review trust and probate accountings for accuracy.
• Prepare and review federal estate and gift tax returns (706/709).
• Prepare and file Heggstad Petitions and related trust petitions.
• Handle probate administration and related court filings.
• Draft estate planning documents (wills, revocable/irrevocable trusts, powers of attorney).
• Conduct legal research and maintain organized client files and records.

Skills

Estate planning

Trust administration

Probate procedures

Tax filings

Attention to detail

Education

Four-year degree

ABA-approved paralegal certificate

Job description

EverStaff, LLC seeks an experienced Tax, Trusts & Estates Paralegal in Los Angeles, CA. You will support attorneys in estate planning, trust administration, and probate matters, including tax filings and related documents.

The role includes post-death administration, deed preparation, and tax return work (Forms 706/709). Requires 5+ years in a law firm, a four-year degree or equivalent, and an ABA-approved paralegal certificate.