Trust Estates Paralegal

Job Id 19119

Job Title Trust & Estates Paralegal

Primary Skills Microsoft Word Trust And Estates Paralegal Attorneys Legal Assistants Legal Advisory Excel Estate Planning Law Firms Estate Tax Planning

Location: Orange LA Costa Mesa Laguna Beach Anaheim CA

Work Experience (Years) 320

No. Positions 5

Pay Rate $65000 $90000

Job Description

Key Responsibilities:

Prepare probate pleadings federal estate tax returns trust/estate accountings and funding calculations
Manage trust administration probate and conservatorships
Draft initial versions of trusts petitions proposed orders declarations and supplements
File court documents including efiling
Coordinate court appearances and organize case files for hearings
Act as a liaison with clients law firms trustees settlement brokers financial advisors bond companies court clerks and other stakeholders
Qualifications:

Possess a minimum of 3 years of experience in trust & estates law or a related field
Fulltime office availability (hybrid options available)
Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!
Job Type: Fulltime

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