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Tax and Wealth Planning Paralegal

Title : Tax and Wealth Planning Paralegal

Location : California - Los Angeles
Refer to Job # YHFA735979

Tax and Wealth Planning Paralegal The candidate is responsible to support large and diverse group of estate planning attorneys who handle all facets of trust and estate planning and administration. Manage a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish. Calendaring cases and advise attorneys of upcoming deadlines, etc. Handling post-mortem administration issues, including required notices, real estate filings, etc. Handling occasional trust and will drafting as needed. Must have 7 years of experience directly related to wealth planning with emphasis on trust and probate administration and drafting. Peer law firm experience is preferred. Thorough knowledge of the following is critical: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings. Experience is preferred with: 706 and 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management. Legal 7 - 0 Full Time 0000-00-00 00:00:00  


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