Willkie Farr & Gallagher LLP · 16 hours ago
Private Wealth Paralegal - LA
US-CA-Los Angeles
Full-time
Onsite
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expWillkie Farr & Gallagher LLP is looking for a Private Wealth Paralegal to support the Private Wealth Department based in the Los Angeles office. The Private Wealth Paralegal will provide support to attorneys and Senior Paralegals primarily servicing high-wealth, high-profile clients on multi-million dollar trusts & estates and probate matters.
Responsibilities
Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings such as inventories, petitions for distribution, intermediate reports, petitions to close estates, and waivers of account
Support completion of Judicial Council forms for trust and probate matters and prepare fiduciary accountings for estates and trusts
Coordinate allocation and funding of assets to beneficiaries and sub‑trusts; assemble and transmit transfer documents for securities, real property, and motor vehicles
Prepare documentation for asset sales, including deeds, deeds of trust, promissory notes, and settlement statements
Problem‑solve title and administration issues affecting decedent assets; liaise with financial institutions, appraisers, and accountants to gather valuations and financial data
Assist with preparing and filing petitions, accountings, and ongoing reports for guardianship and conservatorship proceedings
Draft wills, trusts, and related estate‑planning instruments and ancillary documentation
Support gift and estate tax workflows with tax professionals, including assembling documentation and valuation materials for returns
Maintain confidentiality and client-service standards; draft professional correspondence; ensure accuracy and consistency across all work product
Perform additional tasks as needed
Qualification
Required
Paralegal certificate from an ABA-approved program or compliance with California Business & Professions Code paralegal requirements required
2–3 years of trusts and estates/private client experience with estate planning, trust administration, and California probate procedures required
Proficiency in Microsoft Office and document management systems (i.e. iManage)
Strong drafting, proofreading, and cite-checking skills; exceptional attention to detail; ability to manage multiple matters and deadlines
Comfort with financial statements and an aptitude for organizing complex information and maintaining meticulous records
Professional communication and client-service skills when working with high-net-worth clients and their advisors
Ability to work in the Los Angeles office 4 days week
Ability to sit at a desk most of the working day and walk short distances
Needs manual dexterity, speed and accuracy in handling office equipment
Ability to work efficiently and accurately in an atmosphere of frequent interruption
Ability to work in close proximity to other individuals
Ability to carry light objects, e.g., files, small objects and supplies a short distance
Must be able to lift, carry and move objects up to 25 lbs
Preferred
Knowledge of probate and trust administration process and rules and use of judicial council forms
Company
Willkie Farr & Gallagher LLP
Willkie Farr & Gallagher LLP provides leading-edge legal solutions on complex, business critical issues spanning markets and industries.
1001-5000 employees
H1B Sponsorship
Willkie Farr & Gallagher LLP has a track record of offering H1B sponsorships. Please note that this does not
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2025 (19)
2024 (20)
2023 (18)
2022 (16)
2021 (14)
2020 (7)
Funding
Current Stage
Late StageLeadership Team
Matthew Garman
Chief Financial Officer
A. Mark Getachew
Partner - Corporate & Financial Services
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