Job Description
Insight Global is seeking an experience Trust & Estates Paralegal to support two partners out of an AM 200 law firm's Los Angelos office. The Trust and Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, handles trust and estate administration, drafts probate-related petitions, and reviews and addresses probate notes. The Trust and Estates Paralegal will also prepare and review accountings and assist in the preparation of estate and gift tax returns.
Essential Functions & Responsibilities
Coordinate probate court filings and recordings, including research and familiarity with local rules
Prepare probate administration paperwork, including petitions, orders, etc.
Assist with trust administration tasks
Communicate with clients and professional advisors relating to coordination and gathering of information
Prepare gift tax and estate tax returns.
Prepare draft accountings in conformity with California Probate Code
Prepare basic Estate Planning documents and assist with process through document signing
This role is hybrid, two days in-office per week at the firm's Irvine or Century City offices.
Compensation:
$110K to $130K per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefits are provided.
Skills and Requirements
-5+ years of experience working as a Trust and Estate paralegal with minimal supervision in California
-CA Paralegal certificate required
-Ability to eFile, complete 706, 709s, and work independently in trust, probates and estates
Bachelor’s degree preferred
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].
Async overlap window Coming soon
Soon: how this job's working hours line up with yours.