Senior Trusts amp Estates Paralegal
Senior Trusts amp Estates Paralegal
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Job Description
Senior Trusts & Estates Paralegal
Career Consulting Partners has partnered with one of the top largest General Practice & Private Wealth law firms in Los Angeles CA. With over 100 years of history they remain committed to serving clients throughout the West Coast with specialization in a variety of law practices including Trust Administration Estate Planning Corporate Law Tax Strategy and many others. With nearly 1000 years of combined attorney experience they are seeking a seniorlevel paralegal with a background in Trust & Estate Planning and Administration Probate and/or Charitable Planning to join the team.
DEPARTMENT INSIGHT:
The Estate Planning practice provides an active and vigorous environment supporting trusts and estates matters related to estate planning probate will and trust preparation power of attorney insurance retirement benefits and much more. While leading individuals and families to build and secure the state they also help create financial security.
ABOUT THE ROLE:
As a seniorlevel Paralegal in the Estate Planning group you will be managing a steady pipeline of highnetworth client matters. The successful candidate should be capable of handling complex tasks with minimal supervision
DUTIES:
- Assist attorneys with the preparation and review of estate planning documents including wills revocable and irrevocable trusts powers of attorney and advance healthcare directives
- Support trust and estate administration from start to finish including trust funding asset transfers preparation of inventories accounting and final distributions
- Organize and maintain client files correspondence and legal documents in accordance with firm procedures
- Collaborate with Partners on client strategy while handling matters independently from start to finish
- Maintain accurate time entries and support the team in meeting billing and productivity goals
REQUIREMENTS:
- 6 years of experience in Estate Planning Trust & Estate Administration Probate Entity Formation Tax and/or Charitable Planning
- Ability to meet a billable requirement of 1500 hours annually
- Confidently receive assignments from Partners and manage a substantial caseload with efficiency and precision
- Excellent written and verbal communication skills
- Strong understanding of California Estate Planning laws and regulations
- Detailoriented and demonstrated ability to think critically and strategically
- Ability to work effectively in a teamoriented fastpaced environment
COMPENSATION & BENEFITS:
- Compensation: $80000 $90000
- Comprehensive medical dental and vision insurance mental health support (EAP therapy mindfulness apps) Peloton membership and a WellBeing Program focused on mental health awareness.
- Unlimited PTO paid holidays bereavement jury duty and leave of absence options.
- Adoption assistance backup care fertility coverage elder care services life and disability insurance and pet insurance.
- 401(k) plan financial consultations firm HSA contributions FSAs for healthcare and childcare and student loan refinancing programs.
LOCATION:
- El Segundo CA 90245
Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application we will reach out to you and review the firm(s) before we move forward.
Employment Type
Full Time
