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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

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