Private Wealth Paralegal Job at Plona Partners, Los Angeles, CA

WmdNcEpsS0NvajFsWlVOdjMzMDU1ckNZQ1E9PQ==
  • Plona Partners
  • Los Angeles, CA

Job Description

Position: Private Wealth Paralegal

Ranking: AmLaw100

Location: Los Angeles, CA

Compensation: $100,000 - $150,000

Onsite Logistics: Hybrid 3 Days a week

As a Paralegal, your duties and responsibilities may include the following:

  • Preparation of gift and estate tax returns
  • 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

Qualifications

  • Bachelor’s degree
  • California notary license, preferred
  • Thorough knowledge of the following: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings
  • Experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management, is preferred
  • Proficiency in Microsoft Office suite, especially Word and Excel
  • Outstanding organizational, administrative, and communication (oral and written) skills
  • Possess high attention to detail, a strong work ethic and is self-motivated
  • Demonstrate ability to prioritize, meet deadlines, efficiently multi-task and produce a high-end work product in a fast-paced environment;
  • Team-oriented mindset
  • Handle confidential and sensitive information with the appropriate discretion, and,
  • Ability and willingness to work overtime and travel

Job Tags

3 days per week,

Similar Jobs

The Resort at Longboat Key Club

Spa Supervisor Job at The Resort at Longboat Key Club

Description of the role: The Spa Supervisor at The Resort at Longboat Key Club is responsible for overseeing the day-to-day operations of the spa facility, ensuring high levels of customer service, maintenance of spa equipment, and supervision of spa staff.Responsibilities... 

VDart Inc

Python Developer Job at VDart Inc

 ...Role: Python Developer. Location: Dallas, TX (Remote). Duration: Long Term Contract. Key Responsibilities: Design, develop, and deploy using Python for Benefit Testing Automation process. Collaborate with developers and Testers to understand... 

Capital Helicopters

Helicopter Pilot at Capital Helicopters Job at Capital Helicopters

Successful candidates will be highly motivated and a consummate professional in and out of the cockpit. Customer service and job completion in a safe and effective manner are paramount to you. You are physically fit and capable of lifting heavy objects in what can be harsh...

Cornerstone Covenant Church

Church Nursery Childcare Assistant Job at Cornerstone Covenant Church

 ...Job Title: Church Nursery Childcare Assistant Location: 1106 Nashville Hwy, Columbia, TN Position Type: Part-Time About Us: Join our welcoming and nurturing church community as we provide a safe and loving environment for the youngest members of our congregation... 

Baker Roofing Company

Roofer Job at Baker Roofing Company

 ...Baker Roofing Company Metal Roofer This is a unique opportunity to take control of your career path and develop skills that can fast-track you from Laborer to Master Foreman. Baker Roofing invests in our employees by empowering success through a structured growth...