Paralegal (Trust Administration)

Job Description

Job Description
Paralegal - Trust Administration

Career Consulting Partners is partnering with a nationally ranked private wealth law firm in Southern California to find an experienced Trust Administration Paralegal. This is a chance to join a respected Private Client team, with flexibility on which office you work from and your hybrid schedule.

Responsibilities:

• Support 2–3 attorneys on trust administration and estate settlement, from the start of each matter through final distribution.

• Prepare trust administration notices and correspondence to trustees and beneficiaries.

• Inventory and value assets, working with financial institutions, appraisers, and CPAs.

• Handle asset transfers, retitling, and distributions.

• Prepare trust accountings and draft petitions (Heggstad, spousal property, and others) for attorney review.

• Meet a billable expectation of 1,500 hours.

Qualifications:

• 5+ years of Trust Administration paralegal experience.

• Working knowledge of the California Probate Code.

• Experience preparing trust accountings.

• Meets the paralegal requirements of California Business & Professions Code §6450..

Compensation

• Total compensation of $78,000–$92,000, including bonuses, based on experience.

Location:

• El Segundo, CA

• Hybrid Work Schedule

Why This Firm

• A true leadership role, with supervisor and leadership training.

• A consistent hybrid schedule.

• Strong support staff, including a dedicated billing team, on-demand IT, and office services.

• Full benefits, including medical, dental, and vision, HSA/FSA, disability and life insurance, an EAP, and a no-cost caregiver support program.

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.