Job

Trust and Will Paralegal

Location Westlake Village , California 91362
Date Posted August 15, 2022
Job ID 9125
Employment Type Direct Hire

Scion Staffing has been engaged to conduct a search for a Trust and Will Paralegal for an amazing law firm specializing in Estate Planning and Trust Administration for clients in California. This is an exciting Full-Time, Direct-Hire opportunity located onsite in Westlake Village, CA!

As the Trust and Will Paralegal, you will utilize your legal knowledge to support attorneys and colleagues with drafting all estate planning and associated documents. You will bring your high attention to detail and exceptional time management skills to provide superior service and excellent client satisfaction!

RESPONSIBILITIES:

  • Update client information utilizing Abacus software and check for conflicts within the database
  • Draft estate planning documents and make corrections/changes to the documents as instructed by the attorney and client
  • Prepare deeds and related documents for the transfer of assets/entities
  • Prepare wills, powers of attorney, and related documents
  • Conduct research on real property to confirm the title
  • Respond to client inquiries about drafts and other estate planning and trust administration matters
  • Merge, format, and mail drafts of estate planning documents to clients
  • Assume lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file
  • Participate in weekly estate planning and staff meetings
  • Communicate with clients to answer client questions and concerns in a timely and professional manner
  • Assist with trust administration as needed
  • Oversee the management of trust administration, probate, and non-probate transfer matters from initial engagement to completion
  • Communicate with our clients, trustees, beneficiaries, and court contacts
  • Draft petitions, pleadings, IRS 706 forms, court forms, legal documents, and correspondence
  • Prepare and serve required government notices and forms
  • Prepare asset allocations, inventories, and accountings
  • Maintain electronic files and records with accuracy and attention to detail

 

QUALIFICATIONS:

  • 1-2 years of Paralegal experience
  • 1-2 years of Will & Trust experience
  • 1-2 years of Drafting Estate Planning Documents experience
  • Proficiency with Abacus
  • Paralegal Certification is required

 

COMPENSATION AND BENEFITS:

This exciting career opportunity allows you to work with a brilliant and thriving team! The pay range for this role is $33-$35hr per hour, plus a comprehensive benefits package that includes Medical, Dental, and Vision Insurance (75% covered by employer) as well as accrued PTO!


HOW TO APPLY:

For immediate consideration, please submit your resume and more information about your background! Apply today to be considered for this amazing career opportunity with an incredible organization!

 

ABOUT OUR SEARCH FIRM:

Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement and temporary professional staffing. Our track record and recruitment process has made us one of the top recruitment firms in the nation.

 

We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a Clearly Rated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about us can also be found at www.scionnonprofitstaffing.com. Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate on the basis of race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and for the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We believe in following best practices and considering all qualified applicants that apply with us.

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