TAX & WEALTH PLANNING PARALEGAL 59 views

National law firm with an office in Century City is in search of an experienced Tax & Wealth Planning Paralegal. The ideal candidate will have 7+ years of experience and be able to handle all aspects of trust and estate planning and administration. Experience should be directly related to wealth planning with emphasis on trust and probate administration and drafting.

Key responsibilities for this position will include:
*Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
*Calendaring cases and advise attorneys of upcoming deadlines, etc.
*Handling post-mortem administration issues, including required notices, real estate filings, etc.
*Handling occasional trust & will drafting as needed

Requirements for this position:
*Bachelor’s Degree and paralegal certification compliant with the State Bar of California Business and Professions Code § 6450.
*706 & 709 preparation
*Proficiency with Windows-based software and Microsoft Word, Excel and Outlook are required.
*He or she must be a self-starter who can work well under minimal supervision as well as take a proactive approach to being team oriented.
*Must be flexible to work overtime.

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