Trust & Estates Paralegal - Transactional (LA/OC)

Insight Global (United States); Irvine (CA); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Benefits provided

Job summary

Insight Global is seeking an experienced Trust & Estates Paralegal to support two partners out of a Los Angeles area office. The candidate should be familiar with California estate planning, trust, estate and probate laws, draft legal documents, handle trust and estate administration, draft probate petitions, and review probate notes.

The role includes preparing and reviewing accountings and assisting in estate and gift tax return preparations.

Qualifications

• 5+ years of experience as a Trust and Estate paralegal in California.
• CA Paralegal certificate required.
• Bachelor’s degree preferred.

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.

Skills

Estate law experience

Trust/estate administration

Probate filings

Independent work

Education

CA Paralegal certificate

Bachelor’s degree

Job description

Job Description

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 rulesPrepare probate administration paperwork, including petitions, orders, etc.Assist with trust administration tasksCommunicate with clients and professional advisors relating to coordination and gathering of informationPrepare gift tax and estate tax returns.Prepare draft accountings in conformity with California Probate CodePrepare 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.

Skills and Requirements

• 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


• Bachelor’s degree preferred

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].