Are you a detail-oriented Trusts & Estates paralegal, with extensive trust adminisration experience looking to make an impact? Join a terrific, well respected San Diego firm and play a key role in guiding trustees and executors through the administration process while collaborating with top legal professionals.
Key Responsibilities:
- Work closely with trustees and executors during administration.
- Prepare trust and estate documents, including petitions, notices, EIN applications, and asset transfer documents.
- Manage case dockets, ensuring deadlines are met.
- Draft estate and gift tax returns for attorney review.
- Assist with entity-related filings and ongoing maintenance.
Qualifications:
- 5+ years of Trusts & Estates, Trust Administration and Trust Litigation paralegal experience.
- Heavy focus on trust administration
- ABA-Approved Paralegal Certificate required.
- California Notary preferred.
- Strong analytical, organizational, and communication skills.
- Proficiency in Microsoft Suite, Adobe Acrobat, Excel, and iManage or other similar related software.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.