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Asked + Answered

Probate/Trust Administrator Paralegal

Asked + Answered, Beverly Hills, California, United States, 90211

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Probate/Trust Administrator Our client is seeking an experienced

Probate/Trust Administrator

for a full-time, direct-hire position. This role is ideal for a detail-oriented professional who excels in managing complex estate and trust administration matters with accuracy and care.

Schedule Full-time, direct-hire role

Key Responsibilities

Prepare and file probate petitions and supporting documents

Manage trust administration matters, including accountings, distributions, and trust termination documents

Prepare fiduciary accountings and assist with estate tax returns (Form 706) and gift tax returns

Coordinate with attorneys, beneficiaries, CPAs, financial advisors, and fiduciaries

Maintain organized case files and ensure full compliance with court requirements and deadlines

Qualifications

6+ years of probate and trust administration experience

Strong knowledge of probate procedures, estate tax returns, trust accountings, and related filings

Ability to work independently, manage multiple matters, and meet strict deadlines

Excellent communication skills and exceptional attention to detail

Proficiency with Microsoft Office and legal practice management software

This is an excellent opportunity for an experienced probate/trust professional seeking a stable, full-time position with a respected firm. Apply today to be considered.

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