Estate Planning Paralegal

Company: Jobot
Location: Los Angeles
Posted on: June 26, 2022

Job Description:

Estate Planning Paralegal - Amazing Firm!This Jobot Job is hosted by: Rachel ChandlerAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $95,000 - $110,000 per yearA bit about us:We were founded on the principle that we can best serve our clients by performance of services within the areas of experience and knowledge of the members of the Firm and by retaining on our clients' behalf the services of others, in both law firms and other disciplines, best fitted to their needs. We work closely with clients' existing professional advisors. We have also developed an extensive network of law firms, as well as accounting firms, banks, trust companies, wealth managers, appraisers, and other professional firms in California and all over the world. As a result, we can marshal a wide variety of resources for our clients.Why join us?Our firm prides itself on being a leader in the highly specialized fields of international taxation, estate planning, and charitable giving. We are committed to recruiting and developing talent and creating an excellent place to work. Learn more about our open positions below.Job DetailsWe are looking for an experienced paralegal to join its team.ESSENTIAL JOB DUTIESAbility to assist in the drafting of estate planning and trust administration documents;Prior experience preparing asset lists, analyzing bank and business records, identifying trust and non-trust assets, and identifying title and character of assetsAbility to meet and communicate with clients and client advisors;Experience assisting clients with trust funding and preparing documents to effect same, including (a) preparation and recordation of deeds with accompanying transfer documents and (b) assignments of interests in business entities, with appropriate subsequent filings with California BOE;Ability to prepare and assemble federal estate tax returns and gift tax returns, obtain date-of-death valuations independently, including strong working knowledge of marital and charitable deduction rules and allocation of generation-skipping transfer tax exemption;Knowledge of Probate Court process including court filings, including for example, petitions for instructions, Probate Code Sections 850 petitions, petitions to approve accountings, etc.;Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines;Managing trust and probate administration case matter and deadlines;Determining beneficiaries and persons entitled to notice; andKnowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value).Have experience preparing both forms 706 and 709, meaning can independently manage the process, by obtaining a complete list of assets, ensuring the proper valuation of same, and experience inputting onto the forms in GEMS.Ability to calendar critical deadlines and meetings and make sure attorneys meet all deadlines.EDUCATIONParalegal Certificate requiredSKILLSMust have 5+ years as a paralegal in estate planning and administrationKnowledge of Microsoft Office Suite, Excel and Judicial Council FormsExcellent verbal and written communication skillsAbility to work independently and meet deadlinesFlexibility to adapt quickly to changing prioritiesAbility to interact professionally with individuals across all organizational levelsInterested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, Los Angeles , Estate Planning Paralegal, Other , Los Angeles, California