The ONeil Search Group · 11 hours ago
Private Wealth (Trusts and Estates) Paralegal
Los Angeles, CA
Full-time
Onsite
Senior Level
$75K/yr - $85K/yr
7+ years expThe ONeil Search Group is seeking an experienced Trusts and Estates Paralegal to support their Private Wealth Department in the LA office of a global law firm. The role involves meeting with clients and preparing various legal documents related to estate and trust administration.
ConsultingRecruiting
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
Perform other duties as assigned
Qualification
Required
Minimum of seven years' of solid trust & estate paralegal experience
Bachelor's degree
Paralegal certificate or equivalent
Strong attention to detail
Proactive
Dependable
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
Company
The ONeil Search Group
The ONeil Search Group is a job searching platform that focuses on staffing and recruiting management services for employers and candidates.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Carol O'Neil
CEO
Nicole Trazoff
Managing Director
Company data provided by crunchbase