Tax, Trusts & Estates Paralegal

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

We are seeking an experienced and detail-oriented Tax, Trusts & Estates Paralegal for our client in Los Angeles, California. In this role, you will support attorneys with estate planning, trust and estate administration, probate matters, and tax-related filings. The ideal candidate is highly organized, proactive, and capable of independently managing multiple matters in a fast-paced legal environment.

Direct-Hire Opportunity Location: Century City, Los Angeles, CA Schedule: Monday–Friday | Onsite for the first 90 days, followed by a hybrid schedule (2 days onsite, 3 days remote) Salary: $120,000–$150,000 annually

• Assist attorneys with all aspects of estate planning, trust administration, and probate matters.
• Manage post-death trust administration, including preparing notices, asset transfers, and required documentation.
• Assist with trust funding and the transfer of real estate, business interests, and financial accounts.
• Prepare deeds and other legal documents related to property and asset transfers.
• Review trust and probate accountings for accuracy and completeness.
• Prepare and review federal estate and gift tax returns, including Forms 706 and 709.
• Prepare and manage Heggstad Petitions and other trust petitions from start to finish.
• Handle probate administration and related court filings throughout the entire process.
• Prepare and file California Form BOE-100-B for legal entities.
• Draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related documents.
• Conduct legal research and assist attorneys with tax, trust, and estate-related matters.
• Maintain organized client files, legal records, and case documentation.
• Communicate professionally with attorneys, clients, and outside parties to ensure timely completion of matters.

• Minimum of 5 years of experience as a Tax, Trusts & Estates Paralegal within a law firm.
• Four-year college degree or equivalent required.
• ABA-approved paralegal certificate required.
• Strong knowledge of estate planning, trust administration, probate procedures, and estate and gift tax filings.
• Experience preparing federal estate and gift tax returns (Forms 706 and 709).
• Familiarity with California probate court procedures, Heggstad Petitions, and trust-related filings.
• Excellent organizational, time-management, and multitasking skills.
• Strong written and verbal communication skills.
• High attention to detail and ability to manage complex legal documentation accurately.
• Ability to work independently, prioritize deadlines, and manage multiple cases simultaneously.
• Professional demeanor with the ability to handle sensitive and confidential client information.

All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, national origin, sex, gender identity, sexual orientation, disability status, protected veteran status or any other protected status under the law. EverStaff is an equal opportunity employer (M/F/D/V/SO/GI).