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Trust Administration Paralegal
Probate and Trust Administration Paralegal
West Los Angeles estate planning firm seeks an experienced paralegal specializing in
post-mortem trust and probate administration, including drafting of trust and probate
pleadings, preparation of federal estate returns, gift tax returns, asset allocation
spreadsheets, asset transfers, real property forms, and client and agency interaction. Some
guardianship and Conservatorship administration.
- Ability to handle a large case load from start to finish
- Paralegal Certificate from an ABA approved program
- Bachelor of Arts degree
- minimum of 4-7 years’ full-time experience in probate and trust administration
- Outstanding organization skills
- Excellent interpersonal, oral and written communication skills
Computer Knowledge: WordPerfect (X6), Word, Outlook, Hot Docs, Legal
Master, Excel, Essential Forms, 706 Program (GEMS), EstateVal, Estate Planning
Tools, Calendaring (BEC Legal), internet research.
Recommended Skills
- Estate Planning
- Taxation
- Trust Laws
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