Trust & Estates/Probate Paralegal (53827ce) jobs in United States
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Estrin Legal ยท 3 weeks ago

Trust & Estates/Probate Paralegal (53827ce)

positionBeverly Hills, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$100K/yr - $125K/yr
date4+ years exp

Estrin Legal is a highly regarded boutique law firm in Beverly Hills expanding its Trust & Estates and Probate practice. They are seeking an experienced paralegal to join their team serving ultra-high-net-worth individuals, where you will handle a wide range of responsibilities including drafting legal documents and managing trust administration matters.

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Growth Opportunities
Hiring Manager
Chere Estrin
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Responsibilities

Drafting wills, trusts, amendments, codicils, and estate planning documents
Preparing trust administration documents and timelines
Overseeing post-death administration, including asset marshaling and notifications
Drafting probate pleadings, petitions, inventories, and accountings
Communicating with beneficiaries, trustees, CPAs, wealth advisors, and family offices
Coordinating valuations of real property, business interests, and personal assets
Managing the sale or transfer of real estate and complex assets
Preparing court filings and e-filings for probate and trust petitions
Reviewing bank statements, tax returns, and financial documents

Qualification

Paralegal certificateProbate experienceTrust administration experienceFiduciary accountingsEstate tax returns

Required

B.A. and Paralegal certificate
4+ years of probate and trust administration experience
Manage trust administration matters, including accountings, distributions, and trust termination documents

Preferred

Prepare fiduciary accountings and assist with estate tax returns (Form 706) and gift tax returns

Benefits

Outstanding benefits

Company

Estrin Legal

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*Recently interviewed by the Wall Street Journal and Fortune Magazine *Five-star ratings on Google Business & GlassDoor Leverage our resources and dynamic knowledge of the legal community for rewarding career opportunities at some of the most distinguished law firms and corporate legal departments in the country.
dateFounded in 2010
location
Los Angeles, California, USA
people-size2-10 employees
web-link
https://estrinlegalstaffing.com

Funding

Current Stage
Early Stage

Recent News

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