Devana Group - Recruitment and Business Solutions
Trust and Estates Paralegal
Devana Group - Recruitment and Business Solutions, Los Angeles, California, United States, 90079
About the job Trust and Estates Paralegal
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
Qualifications 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, Ability and willingness to work overtime and travel
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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
Qualifications 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, Ability and willingness to work overtime and travel
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