Trust and Estates Paralegal at Devana Group - Recruitment and Business Solutions in Los Angeles, California, United States

Job description

• About the job Trust and Estates Paralegal

Responsibilities

• Preparation of gift and estate tax returns
• Managing 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 & will drafting as needed

Requirements

• Bachelors degree
• California notary license, preferred
• Thorough knowledge of the following: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings
• Experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management, is preferred
• Proficiency in Microsoft Office suite, especially Word and Excel
• Outstanding organizational, administrative, and communication (oral and written) skills
• Possess high attention to detail, a strong work ethic and is self-motivated
• Demonstrate ability to prioritize, meet deadlines, efficiently multi-task and produce a high-end work product in a fast-paced environment;
• Team-oriented mindset
• Handle confidential and sensitive information with the appropriate discretion, and,

Skills

Required

• High attention to detail
• Strong work ethic
• Self-motivated
• Team-oriented mindset

Preferred

• California notary license
• Experience with 706 & 709 preparation
• Trust and will drafting
• Trust funding and asset management