Private Wealth Paralegal jobs in United States
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Hire Options, Inc. · 3 days ago

Private Wealth Paralegal

Hire Options, Inc. is a law firm seeking a Paralegal with private wealth experience to join their Los Angeles office. The role involves drafting various legal documents related to trusts and estates, assisting with asset management, and providing high-quality client service.

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Responsibilities

Draft probate and trust administration documents, including petitions, inventories, accountings, reports, and waivers
Prepare and file Judicial Council forms for California trust and probate matters
Assist with trust funding, asset transfers, and beneficiary distributions
Coordinate asset sales and prepare related documentation (deeds, settlement statements, promissory notes)
Communicate with financial institutions, appraisers, and accountants to obtain valuations and financial data
Assist with guardianship and conservatorship proceedings
Draft estate planning documents including wills, trusts, and ancillary materials
Support gift and estate tax preparation with internal and external tax professionals
Maintain confidentiality and deliver high-touch client service

Qualification

Paralegal certificateTrusts & estates experienceCalifornia probate knowledgeDrafting skillsClient-service orientedOrganizational skills

Required

Bachelor's degree and Paralegal certificate required
At least 2–3 years of trusts & estates / private client experience required
Strong knowledge of California probate and trust administration procedures
Excellent drafting, proofreading, and organizational skills
Comfort working with financial information and complex asset structures
Professional, discreet, and client-service oriented

Company

Hire Options, Inc.

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Hire Options Inc (formerly Legal Option Group, Inc/Corporate Option Group) was founded in 1997 and is a leader in the staffing community.

Funding

Current Stage
Early Stage
Company data provided by crunchbase