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Job Requirements of Trusts & Estates Paralegal – Los Angeles, CA:
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Employment Type:
Full-Time
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Location:
Los Angeles, CA (Onsite)
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Trusts & Estates Paralegal – Los Angeles, CA
Leech Tishman Fuscaldo & Lampl, Inc. is seeking to hire a Trusts & Estates Paralegal with 5-8 years of experience in estate planning and trust administration to work in our Los Angeles (Westwood) office. The Trusts & Estates Paralegal will be responsible for day-to-day tasks related to estate planning and trust administration including document preparation and review, legal research, and communication with clients.
Description:
Responsibilities include but are not limited to:
- Preparation of accountings for both estates and trusts
- Drafting of estate planning documents, including wills, living trusts, irrevocable trusts and asset transfers
- Assistance with probate administration including probate petitions, assessor forms, statutory notices, creation of sub trusts, family settlement agreements, Rule 5.6 notices, and allocation of assets
- Preparation of federal and state individual and fiduciary income tax returns, gift tax returns, and estate tax returns
- Serves as liaison between firm, clients, advisors, and beneficiaries
Candidate Qualifications:
- 5-8 years of experience in trusts & estates within a law firm environment
- Paralegal certificate required; B.A. or B.S. desired
- Proficient in Microsoft Office Suite, especially Microsoft Word and Excel; experience with WealthCounsel, Lackner, ProLaw, and NetDocs a plus
- Notary Public a plus
- Excellent mathematical skills
- Strong analytical and problem-solving skills
- Legal research and technical writing skills, including proficiency with legal research tools
- Strong communication, interpersonal, and customer service skills
- Ability to work within deadlines and work on multiple tasks simultaneously
- Detail-oriented and highly organized
This position is full-time.
Job Requirements:
Employee Status: Full-Time – Non-Exempt
Schedule: 8-hour shift; day shift; Monday to Friday
Job Type: Professional
Education: Minimum – Paralegal Certificate
Experience: 5-8 years as Trusts & Estates Paralegal
Salary Range: $90,000-$110,000; Salary commensurate with expertise & previous experience
Travel: 0%
About Leech Tishman Fuscaldo & Lampl, Inc.:
Leech Tishman Fuscaldo & Lampl is a national, full-service law firm dedicated to assisting businesses, institutions, and individuals. Leech Tishman offers legal services in business restructuring & insolvency, construction, corporate matters, employment & labor, estates & trusts, intellectual property, litigation & alternative dispute resolution, and real estate. In addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment, healthcare, hospitality, and life sciences industries. Leech Tishman has offices in Chicago, Los Angeles, New York, Philadelphia, Pittsburgh, Sarasota, Washington, D.C., and Wilmington, DE. and has a history of strong growth in these markets. We offer a competitive salary and benefits and a collegial work environment.
Qualified applicants should send resume and cover letter to Mala Mason, Chief People Officer at
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Recommended Skills
- Administration
- Analytical
- Attention To Detail
- Coordinating
- Customer Service
- Income Tax
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Job ID: k6062il
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