Trusts & Estates Paralegal
Location: San Diego, CA
Salary Range and Benefits: $90,000 to $115,000 per year, along with comprehensive benefits such as medical, dental, vision, etc.
Position Type: Full-time, Hybrid (1-2 Days Onsite), Direct Hire
LHH is partnering with a prestigious law firm specializing in high-wealth, high-profile trusts & estates and probate matters, in seeking an experienced and empathetic Trusts & Estates Paralegal. The ideal candidate should have a minimum of 3 years' experience in trust & estate law and possess exceptional organizational and interpersonal skills. As a Trusts & Estates Paralegal you will play a crucial role in servicing our high-wealth, high-profile clients. Your responsibilities will include:
Responsibilities:
- Client Interaction: Meet with clients, trustees, family members, and communicate with beneficiaries to provide support and guidance.
- Tax Compliance: Prepare estate and gift tax returns to ensure compliance with relevant tax laws.
- Document Preparation: Draft and prepare a variety of legal documents, including deeds, asset spreadsheets, probate pleadings, and fiduciary accountings.
- Estate Administration: Assist in the administration of probate estates and trusts, including asset allocation, asset transfers, and the sale of assets.
- Legal Support: Draft trusts, wills, and related documents as needed to support our clients' needs.
- Financial Coordination: Work closely with financial institutions, accountants, and appraisers to collect estate assets and financial information.
- Guardianship and Conservatorship: Prepare and file petitions, accountings, and reports related to guardianship and conservatorship proceedings.
- General Support: Perform other duties as assigned by attorneys to support our clients effectively.
Qualifications:
- Experience: Minimum of three years' experience as a trust & estates paralegal.
- Education: Paralegal certificate.
- Detail-Oriented: Strong attention to detail, proactive, dependable, and highly organized.
- Technical Skills: Excellent math and computer skills, including proficiency with legal software.
- Analytical Skills: Strong problem-solving and analytical skills.
- Communication: Clear and concise communication skills, both written and verbal.
- Legal Knowledge: Familiarity with probate processes, rules, and judicial council forms.
- Location: Ability to work in the Los Angeles office four times a week.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
