Trust & Estate Paralegal

Insight Global • Los Angeles, CA • 1h ago

Job Description

Insight Global is seeking an experience Estates and Trusts Paralegal to join the Baltimore office of an AM 200 law firm. This role researches estate and probate law, drafts legal documents, handles trust and estate administration, provides client consultations and manages administrative tasks on behalf of the supervising attorney. The Estates and Trusts Paralegal will also draft and file accountings as well as death and fiduciary tax returns.

ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES:

-Coordinate probate court filings and recordings, including research and familiarity with local rules and probate court

-Prepare probate administration paperwork, including administration accounts, court petitions, orders, deeds, certifications, etc.

-Coordinate post-death non-probate administration

-Communicate with clients and professional advisors relating to routine acts of estate administration

-Prepare Gift Tax, Estate Tax, and Fiduciary income tax returns.

-Input financial data to prepare and file accountings

-Work with clients' financial advisors on proper titling of accounts

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

-5+ years of experience working as a trust and estate paralegal with minimal supervision

-High school diploma or GED (paralegal certificate required)

Bachelors degree preferred

local probate administration and knowledge of estate planning documents and concepts

-Must know how to prepare gift tax, estate tax, and fiduciary income tax returns - Fiduciary income taxexperience

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