Senior Trusts & Estates Paralegal — Private Client

D3 Legal Search, LLC; Los Angeles (CA); In loco; USD 122.000 - 149.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

401K

Generous PTO

Annual reviews

Career growth opportunities

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Estate & Trust paralegal

Team collaboration

Project management

Formazione

Bachelor’s Degree preferred

Strumenti

Excel

Microsoft Word

Outlook

Visio

iManage/FileSite

Asana

Descrizione del lavoro

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.