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Beacon Hill’s client, an Am Law 50 global law firm, is seeking a Trusts & Estates Paralegal for a long-term temp-to-hire opportunity in their San Diego (Del Mar) or Los Angeles office.
- Location:
- San Diego, CA 92130 (Del Mar) – Parking provided for contractors
- Los Angeles, CA 90067
- Onsite Requirement: 4 days per week, with potential flexibility to 3 days onsite for exceptional candidates.
- Start: ASAP
- Duration: Open-ended with the possibility of conversion to direct hire
- Hours: 37.5 hours per week (Candidate should also be flexible to work overtime as needed)
- Pay: $46.53-$58.17/hour, depending on experience
- Conversion Salary Range: $90,733-$126,750/year, depending on experience
Position Summary
This position supports a busy team handling probate matters, trust administration, and probate litigation. The Probate, Trusts & Estates Paralegal will assist attorneys in estate administrations and support the office’s Probate Litigation group on a variety of matters. The firm is looking for an experienced professional who can step into a high-volume workflow with strong drafting abilities, excellent organization, and California probate experience. The role also includes general administrative duties and special projects as needed, requiring a professional who performs in an organized and efficient manner.
Qualifications
Skills & Competencies
- A team player with a positive attitude and able to maintain a consistently high standard of service
- A self-starter who can work well under minimal supervision, as well as take a proactive approach to his or her work and be team-oriented
- Excellent organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure
- Ability to multitask and set priorities while meeting deadlines in a fast-paced environment
- Strong drafting skills, including petitions, pleadings, fiduciary accountings, and estate/gift tax returns
- Comfortable managing dockets, strict deadlines, and a high-volume workflow
- Position also requires the ability to work under pressure to meet strict deadlines
Education & Prior Experience
- Bachelor’s Degree and qualified as a Paralegal as pursuant to the California Business and Professional Code §6450 required.
- Preferred: NALA Certified Paralegal or Advanced Certified Paralegal; NFPA Registered Paralegal or Certified Registered Paralegal
- 5+ years of experience as a probate/estate planning paralegal in a law firm, including:
- California probate court filings
- Trust administration
- Estate planning
- Probate litigation support
- Must be able to handle all aspects of estate planning, probate, and trust administration, including probate litigation filings in the California Superior Courts.
- Nice to have: experience with international estate planning matters.
Technology
- Computer proficiency in Windows-based software and Microsoft Office Suite applications, including Word, PowerPoint, Excel, and Outlook
- Exceptional computer skills with the ability to learn new software applications quickly
Key Responsibilities
- Files probate documents with courts throughout the State and manages dockets
- Marshals and obtains values of estate assets
- Assists in the preparation of federal estate and gift tax returns
- Prepares and files documents to transfer assets into trusts (real estate deeds, assignment of interests, transfer forms)
- Coordinates with financial institutions to retitle accounts and beneficiary designations
- Prepares fiduciary accountings
- Prepares petitions for probate, trust-related documents, pleadings, and declarations with applicable courts, and manages dockets
- Tracks deadlines and filing requirements
- Assists with other department activities as needed, and performs additional duties and responsibilities as assigned
- Handles sensitive financial and family information with strict confidentiality
