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    Trusts & Estates Paralegal - Westwood, United States - Leech Tishman

    Leech Tishman
    Leech Tishman Westwood, United States

    4 weeks ago

    Default job background
    Legal
    Description

    Leech Tishman Fuscaldo & Lampl, Inc. is seeking to hire a Trusts & Estates Paralegal with 5-8 years of experience in estate planning and trust administration to work in our Los Angeles (Westwood) office. The Trusts & Estates Paralegal will be responsible for day-to-day tasks related to estate planning and trust administration including document preparation and review, legal research, and communication with clients.

    Description:

    Responsibilities include but are not limited to:

    • Preparation of accountings for both estates and trusts
    • Drafting of estate planning documents, including wills, living trusts, irrevocable trusts and asset transfers
    • Assistance with probate administration including probate petitions, assessor forms, statutory notices, creation of sub trusts, family settlement agreements, Rule 5.6 notices, and allocation of assets
    • Preparation of federal and state individual and fiduciary income tax returns, gift tax returns, and estate tax returns
    • Serves as liaison between firm, clients, advisors, and beneficiaries

    Candidate Qualifications

    • 5-8 years of experience in trusts & estates within a law firm environment
    • Paralegal certificate required; B.A. or B.S. desired
    • Proficient in Microsoft Office Suite, especially Microsoft Word and Excel; experience withWealthCounsel, Lackner, ProLaw, and NetDocs a plus
    • Notary Public a plus
    • Excellent mathematical skills
    • Strong analytical and problem-solving skills
    • Legal research and technical writing skills, including proficiency with legal research tools
    • Strong communication, interpersonal, and customer service skills
    • Ability to work within deadlines and work on multiple tasks simultaneously
    • Detail-oriented and highly organized

    This position is full-time.

    Job Requirements

    Position: Trusts & Estates Paralegal

    Location: Los Angeles, CA

    Employee Status: Full-Time – Non-Exempt

    Schedule: 8-hour shift; day shift; Monday to Friday

    Job Type: Professional

    Education: Minimum – Paralegal Certificate

    Experience: 5-8 years as Trusts & Estates Paralegal

    Salary Range: $90,000-$110,000; Salary commensurate with expertise & previous experience

    Travel: 0%

    About Leech Tishman Fuscaldo & Lampl, Inc.

    Leech Tishman Fuscaldo & Lampl is a national, full-service law firm dedicated to assisting businesses, institutions, and individuals. Leech Tishman offers legal services in business restructuring & insolvency, construction, corporate matters, employment & labor, estates & trusts, intellectual property, litigation & alternative dispute resolution, and real estate. In addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment, healthcare, hospitality, and life sciences industries. Leech Tishman has offices in Chicago, Los Angeles, New York, Philadelphia, Pittsburgh, Sarasota, Washington, D.C., and Wilmington, DE. and has a history of strong growth in these markets. We offer a competitive salary and benefits and a collegial work environment.

    Qualified applicants should send resume and cover letter to Mala Mason, Chief People Officer at

    We are an Equal Opportunity Employer.

    California residents please review our privacy policy before applying.

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