LHH Recruitment Solutions is seeking a Trusts and Estates Paralegal to support their Private Wealth Department. This is a permanent opportunity.
Responsibilities :
- Meet with clients, trustees and family members and communicate with beneficiaries
- Prepare estate (706) and gift tax (709) returns
- Prepare deeds, asset spreadsheets and probate pleadings
- Prepare documents in connection with probate of wills and / or commencing administration proceedings, including drafting pleadings such as inventories, petitions for distribution, intermediate reports, petitions to close estates, and waivers of account
- Prepare Judicial Council Forms for Trust Proceedings and Probate Proceedings
- Familiarity with administration and court procedures for LASC, SDSC, OCSC, etc.
- Prepare required fiduciary accountings for probate estate and trust administration
- Prepare allocation of assets to beneficiaries and / or respective sub-trust
- Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles
- Prepare documents for the sale of assets including deeds, deeds of trust, promissory notes, and settlement sheets
- Ability to handle administration of decedent's assets, problem solve on how to address and administer decedent's assets re title issues and other roadblocks
- Correspondence with financial institutions to collect estate assets; work with appraisers for appraisal for real or personal property;
obtain financial information on closely held corporations, partnerships and sole proprietorships from accountants
- Preparing and filing petitions and ongoing accountings and reports related to guardianship and conservatorship proceedings
- Draft trusts, Wills, and ancillary estate planning documents
Qualifications :
- Minimum of seven years of solid trust & estate paralegal experience
- Bachelor's degree and a paralegal certificate or equivalent
- Must have strong attention to detail, proactive, dependable and extremely organized
- Excellent math and computer skills
- Strong problem solving analytical skills
- Strong proofreading and clear and concise communication skills
- Knowledge of probate and trust administration process and rules and use of judicial council forms
- Ability to work in the Los Angeles office four times a week
Salary :
The salary range is $130,000 - $145,000k per year
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