Job Details

Below is detailed information about the job you selected.

Title : Trust, Estate & Probate Paralegal

Location : California - Calabasas
Refer to Job # ITFN861382

Firm Name is seeking a Trust, Estate & Probate Paralegal Firm Name is a law firm located in Hermosa Beach, CA and is seeking a full-time, experienced Trust, Estate & Probate Paralegal. This position offers a salary of $52,000-$60,000 per year with benefits. Job Responsibilities: - Assist two (2) Trust & Estate Attorneys in all facets of trust and probate administration Review bank statements and prepare trust accountings Prepare and file Assessment Appeal Board Applications Obtain EIN numbers from IRS Draft real property deeds and related documents Draft trust-related documents, correspondence and other legal documents Draft petitions for probate and declarations with applicable courts Track and meet deadlines for probate matters and trust/probate litigation cases Keep cases organized by establishing and organizing files, meeting deadlines, and clearly documenting actions Input information into file database/case management system (FileVine) Meet and field questions from clients, trustees and family members Communicate with beneficiaries Notarize documents for clients (our firm will pay to have you obtain a Notary Public license if you do not already have one) All other duties as assigned Job Qualifications: Previous experience as a Trust, Estate & Probate paralegal preferred (minimum 2+ years) Previous experience with preparing Trust Accountings Knowledge of Probate process and rules and use of judicial council forms preferred Proficiency with Windows-based software and Microsoft Word, Excel and Outlook required Excellent organizational skills, attention to detail, strong client service skills, and verbal and written communication skills Ability to prioritize and multitask Benefits: 401(k) 401(k) matching Employee discount Health insurance Paid sick time Paid time off Professional development assistance Profit sharing Tuition reimbursement Firm Name is seeking a Trust, Estate & Probate Paralegal to join their team in Hermosa Beach, CA. This position offers a salary of $52,000-$60,000 per year with a variety of benefits. The successful candidate will have a minimum of two years of experience as a Trust, Estate & Probate Paralegal and previous experience with preparing trust accountings. They must also have knowledge of the Probate process and rules and use of judicial council forms. Proficiency with Windows-based software and Microsoft Word, Excel and Outlook is also required. The ideal candidate will have excellent organizational skills, attention to detail, strong client service skills, and verbal and written communication skills, as well as the ability to prioritize and multitask. Responsibilities of the Trust, Estate & Probate Paralegal will include assisting two (2) Trust & Estate Attorneys in all facets of trust and probate administration. This includes reviewing bank statements and preparing trust accountings, preparing and filing Assessment Appeal Board Applications, obtaining EIN numbers from IRS, drafting real property deeds and related documents, drafting trust-related documents, correspondence and other legal documents, drafting petitions for probate and declarations with applicable courts, tracking and meeting deadlines for probate matters and trust/probate litigation cases, keeping cases organized by establishing and organizing files, meeting deadlines, and clearly documenting actions, inputting information into file database/case management system (FileVine), meeting and fielding questions from clients, trustees and family members, communicating with beneficiaries, and notarizing documents for clients. This is a full-time position with hours of 9:00 AM-5:30 PM. If you are interested in joining Firm Name as a Trust, Estate & Probate Paralegal, please submit your resume for consideration. Firm Name is a law firm located in Hermosa Beach, CA that is seeking an experienced Trust, Estate & Probate Paralegal to join their team. The successful candidate will have a minimum of two years of experience as a Trust, Estate & Probate Paralegal and previous experience with preparing trust accountings. They must also have knowledge of the Probate process and rules and use of judicial council forms. This position offers a salary of $52,000-$60,000 per year with a variety of benefits, including 401(k) and 401(k) matching, employee discount, health insurance, paid sick time, paid time off, professional development assistance, profit sharing, and tuition reimbursement. Responsibilities: - Assist two (2) Trust & Estate Attorneys in all facets of trust and probate administration * Review bank statements and prepare trust accountings * Prepare and file Assessment Appeal Board Applications * Obtain EIN numbers from IRS * Draft real property deeds and related documents * Draft trust-related documents, correspondence and other legal documents * Draft petitions for probate and declarations with applicable courts * Track and meet deadlines for probate matters and trust/probate litigation cases * Keep cases organized by establishing and organizing files, meeting deadlines, and clearly documenting actions * Input information into file database/case management system (FileVine) * Meet and field questions from clients, trustees and family members Previous experience as a Trust, Estate & Probate paralegal preferred (minimum 2+ years), Previous experience with preparing Trust Accountings, Knowledge of Probate process and rules and use of judicial council forms preferred, Proficiency with Windows-based software and Microsoft Word, Excel and Outlook required, Excellent organizational skills, attention to detail, strong client service skills, and verbal and written communication skills, Ability to prioritize and multitask

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.