West Coast Private Wealth Planning Paralegal

Venable LLP; Los Angeles (CA); On-site; USD 84,000 - 135,000; Full time

Job summary

A leading law firm is seeking a West Coast Private Wealth Planning Paralegal in Los Angeles. The role involves supporting estate planning attorneys, managing probate cases, and preparing tax returns. Ideal candidates have strong organizational skills and experience in trust administration.

Qualifications

• At least three years of experience in wealth planning.
• Experience with probate administration and drafting.

Responsibilities

• Preparation of gift and estate tax returns.
• Managing Probate Division cases from start to finish.
• Handling trust & will drafting as needed.

Skills

Organizational Skills

Communication Skills

Attention to Detail

Self-Motivation

Education

California Notary License

Tools

Microsoft Office

Job description

West Coast Private Wealth Planning Paralegal

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West Coast Private Wealth Planning Paralegal

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Venable LLP’s West Coast Private Wealth Planning Group seeks a paralegal with at least three years of experience to join the practice in the Los Angeles office. This position will support our large and diverse group of estate planning attorneys who handle all facets of trust and estate planning and administration. Experience should be directly related to wealth planning with emphasis on trust and probate administration and drafting. Peer law firm experience is preferred.

The successful candidate will be able to support our attorneys from creation to administration as they work with our clients to design tax-efficient wealth management solutions that encourage productive and creative success planning tailored to meet their needs.

Primary Responsibilities

• Preparation of gift and estate tax returns
• Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
• Calendaring cases and advise attorneys of upcoming deadlines, etc.
• Handling occasional trust & will drafting as needed

Qualifications

• California notary license, preferred
• Thorough knowledge of the following: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings
• Experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management, is preferred
• Proficiency in Microsoft Office suite, especially Word and Excel
• Outstanding organizational, administrative, and communication (oral and written) skills
• Possess high attention to detail, a strong work ethic and is self-motivated
• Demonstrate ability to prioritize, meet deadlines, efficiently multi-task and produce a high-end work product in a fast-paced environment;
• Team-oriented mindset
• Handle confidential and sensitive information with the appropriate discretion, and,
• Ability and willingness to work overtime and travel

The anticipated base salary for this position is $84,000 to $135,000 year. The actual salary offered will be based on a number of job related factors including, but not limited to, years of related experience, level of education, skills, credentials and certifications, responsibilities and performance.

Venable LLP is an American Lawyer Global 100 law firm headquartered in Washington, D.C., with offices in California, Colorado, Delaware, Florida, Illinois, Maryland, New York, and Virginia. Our lawyers and legislative advisors serve domestic and international clients in all areas of corporate and business law, complex litigation, intellectual property, regulatory matters, and government affairs. Additional information can be found at Venable.com.

Venable LLP is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected Veteran status and any other protected basis under applicable law.

Contact:

Maria T. Wintermute

Senior Manager of Associate Recruiting

[e-mail]

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Law Practice

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