Jobot
Trust and Estate Planning | Estate Administration | Flexible work environment | 5+ years
This Jobot Job is hosted by: Natasha van der Griendt Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $80,000 - $120,000 per year
A bit about us:
Our established law firm specializes in comprehensive estate planning and probate services, helping clients design and implement tailored estate plans based on their unique objectives and circumstances. We provide ongoing support through probate administration and assist executors, trustees, and beneficiaries in the complex process of estate and trust administration.
Why join us? Competitive salary and comprehensive benefits package Flexible work arrangements and work-life balance Professional development and continuing education support Collaborative and supportive team environment Growth opportunities within the firm Modern technology and resources Job Details
We are seeking a Trust and Estate Paralegal with a minimum of 3 years of experience in estate administration, estate planning and probate. The ideal candidate will have a proven track record of managing estate files from inception through distribution, a strong understanding of tax preparation related to estates, and the ability to provide exceptional service to our clients. Experience with high net-worth clients is highly desirable.
Key Responsibilities:
Assist attorneys with the administration of estates and trusts, including probate court filings, estate tax returns, and accountings. Directly communicate with clients, beneficiaries, and other professionals to gather and provide information, fostering strong relationships. Prepare and file various probate and administration documents, inventories, accountings, and tax returns with minimal supervision. Manage estate and trust bank accounts, including the preparation of checks, account statements, and fiduciary accountings. Coordinate the valuation of assets and maintain detailed records of estate assets and distributions. Assist in the preparation and filing of federal and state estate tax returns; experience with income tax preparation is a significant plus. Support attorneys in estate planning, including drafting wills, trusts, and other estate planning documents. Qualifications:
Minimum of 3 years of experience as a paralegal in trust and estate administration and probate. Bachelor's degree or Paralegal certificate from an accredited institution. Strong knowledge of probate procedures and understanding of fiduciary tax matters. Proficiency in tax preparation software and Microsoft Office Suite; familiarity with estate planning and administration software is preferred. Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Exceptional interpersonal and communication skills, with a focus on client service. Experience working with high net-worth clients is preferred.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
This Jobot Job is hosted by: Natasha van der Griendt Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $80,000 - $120,000 per year
A bit about us:
Our established law firm specializes in comprehensive estate planning and probate services, helping clients design and implement tailored estate plans based on their unique objectives and circumstances. We provide ongoing support through probate administration and assist executors, trustees, and beneficiaries in the complex process of estate and trust administration.
Why join us? Competitive salary and comprehensive benefits package Flexible work arrangements and work-life balance Professional development and continuing education support Collaborative and supportive team environment Growth opportunities within the firm Modern technology and resources Job Details
We are seeking a Trust and Estate Paralegal with a minimum of 3 years of experience in estate administration, estate planning and probate. The ideal candidate will have a proven track record of managing estate files from inception through distribution, a strong understanding of tax preparation related to estates, and the ability to provide exceptional service to our clients. Experience with high net-worth clients is highly desirable.
Key Responsibilities:
Assist attorneys with the administration of estates and trusts, including probate court filings, estate tax returns, and accountings. Directly communicate with clients, beneficiaries, and other professionals to gather and provide information, fostering strong relationships. Prepare and file various probate and administration documents, inventories, accountings, and tax returns with minimal supervision. Manage estate and trust bank accounts, including the preparation of checks, account statements, and fiduciary accountings. Coordinate the valuation of assets and maintain detailed records of estate assets and distributions. Assist in the preparation and filing of federal and state estate tax returns; experience with income tax preparation is a significant plus. Support attorneys in estate planning, including drafting wills, trusts, and other estate planning documents. Qualifications:
Minimum of 3 years of experience as a paralegal in trust and estate administration and probate. Bachelor's degree or Paralegal certificate from an accredited institution. Strong knowledge of probate procedures and understanding of fiduciary tax matters. Proficiency in tax preparation software and Microsoft Office Suite; familiarity with estate planning and administration software is preferred. Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Exceptional interpersonal and communication skills, with a focus on client service. Experience working with high net-worth clients is preferred.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy