Trusts and Estates Paralegal

Matura Farrington; Los Angeles (CA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Job summary

Matura Farrington is seeking an experienced Tax, Trusts & Estates Paralegal to join its Century City office, working closely with attorneys on sophisticated estate planning, trust and estate administration, tax, and related transactional matters.

The ideal candidate has 5+ years of Tax, Trusts & Estates paralegal experience in a law firm and is comfortable independently managing multiple matters in a fast-paced environment.

Qualifications

• Minimum 5 years of experience as a Tax, Trusts & Estates Paralegal at a law firm
• Four-year college degree or equivalent
• Strong organizational skills and attention to detail
• Ability to independently manage matters and competing priorities
• Excellent written and verbal communication skills

Responsibilities

• Handle post-death trust administration, including notices, assessor forms, subtrust documents, asset allocation and transfer documents, and related filings
• Assist with trust funding and transfers of real property, business interests, and financial accounts
• Prepare deeds and other asset-transfer documents
• Review trust and probate accountings
• Review and prepare 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 matters from start to finish
• 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 ancillary documents
• Maintain and organize client and matter files
• Conduct legal and factual research as needed

Skills

5+ years experience

Bachelor degree

Organizational skills

Prioritization

Communication

Education

Bachelor's degree

Job description

100% ONSITE for first 30 days then 4 days ONSITE, 1 day REMOTE

Full-Time | Law Firm

A well-established law firm is seeking an experienced Tax, Trusts & Estates Paralegal to join its Century City office. This position will work closely with attorneys on sophisticated estate planning, trust and estate administration, tax, and related transactional matters.

The ideal candidate has 5+ years of Tax, Trusts & Estates paralegal experience in a law firm and is comfortable independently managing multiple matters in a fast-paced environment.

Key Responsibilities:

• Handle all aspects of post-death trust administration, including notices, assessor forms, subtrust documents, asset allocation and transfer documents, and related filings
• Assist with trust funding and transfers of real property, business interests, and financial accounts
• Prepare deeds and other asset-transfer documents
• Review trust and probate accountings
• Review and prepare 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 matters from start to finish
• 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 ancillary documents
• Maintain and organize client and matter files
• Conduct legal and factual research as needed

Qualifications:

• Minimum 5 years of experience as a Tax, Trusts & Estates Paralegal at a law firm
• Four-year college degree or equivalent
• Strong organizational skills and attention to detail
• Ability to independently manage matters and competing priorities
• Excellent written and verbal communication skills

This is an excellent opportunity for an experienced Trusts & Estates Paralegal looking to join a sophisticated practice in Century City.