Trusts And Estates Paralegal in Pasadena, CA| LawFirmStaff

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Title : Trusts And Estates Paralegal

Location : California - Pasadena
Refer to Job # JJLE802818


Trusts and Estates Paralegal The candidate will review client estate planning documents for post-death administration of estates and trusts. Prepare court pleadings to open and close probate estates. Prepare trust and will summaries, inventories, accountings and spreadsheets. Assist executor/trustee with the collection, valuation and distribution of assets. Prepare federal estate tax returns and gift tax returns. Assist in funding of trusts. Perform legal research, prepare client memos and correspondence. Actively participate in Firm's daily project management meetings to proactively manage work in progress and enhance teamwork. Ability to manage a case in a team focused environment. Possess working knowledge of Microsoft Word, Excel and HotDocs. Train and develop Junior Paralegals. Should have Two or Four Year College degree and Paralegal Certificate with a minimum of four years of relevant work experience in Trusts and Estates. California law experience is a plus.
 
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