Trust & Estates Paralegal

Insight Global; Irvine (CA); Híbrido; USD 110.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits are provided

Descripción de la vacante

Insight Global is seeking an experienced Trust & Estates Paralegal to support two partners in the Los Angeles area. The role requires familiarity with California estate planning, trust and probate laws, and the preparation of estate and gift tax returns.

This hybrid position offers two in-office days per week in Irvine or Century City and a salary range of $110,000 to $130,000 per year, plus benefits. CA Paralegal certificate is required.

Formación

• 5+ years of experience as Trust and Estate paralegal in California.
• CA Paralegal certificate required.
• Ability to eFile, complete 706, 709s, and work independently in trust, probates and estates.

Responsabilidades

• Coordinate probate court filings and recordings, including research and familiarity with local rules
• 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

Conocimientos

Trust & Estates paralegal experience

California probate familiarity

Client communication

Educación

CA Paralegal certificate

Herramientas

eFile

Descripción del empleo

Insight Global is seeking an experience Trust & Estates Paralegal to support two partners out of an AM 200 law firm's Los Angelos office. The Trust and Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, handles trust and estate administration, drafts probate-related petitions, 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
• 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

This role is hybrid, two days in-office per week at the firm's Irvine or Century City offices. Compensation: $110K to $130K per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefits are provided.

Required Skills & Experience

• 5+ years of experience working as a Trust and Estate paralegal with minimal supervision in California
• CA Paralegal certificate required
• Ability to eFile, complete 706, 709s, and work independently in trust, probates and estates