Trusts & Estates Planning Paralegal

Beacon Hill Legal is seeking a Trust & Estates Planning Paralegal to join a midsized firm that is nationally recognized. This is a full time (35 hour work week), permanent position, 100% Remote (may have to go in-office time to time), full benefits, and competitive compensation ranging from $100,000 to $120,000.

About the Opportunity

A highly respected law firm is seeking an experienced Trusts & Estates Paralegal to join its growing Private Wealth practice. This position offers the opportunity to work closely with attorneys, high-net-worth individuals, fiduciaries, and beneficiaries while managing sophisticated probate and estate administration matters from start to finish.

Key Responsibilities

• Oversee all phases of probate and estate administration, from opening estates through final distribution and closing.
• Prepare and file probate pleadings, petitions, inventories, accountings, receipts, releases, and other court-required documents.
• Coordinate the collection, valuation, and distribution of estate assets.
• Communicate with executors, trustees, beneficiaries, financial institutions, appraisers, and accountants.
• Establish and maintain estate and trust accounts and assist with asset transfers and trust funding.
• Gather financial information and supporting documentation for estate, fiduciary, and gift tax returns.
• Assist with the preparation and review of Forms 706 and 709 and related tax filings.
• Maintain accurate case files, calendars, and deadlines while ensuring compliance with court requirements.
• Provide exceptional client service and maintain strict confidentiality regarding sensitive client matters.

Qualifications

• 7+ years of Trusts & Estates paralegal experience, with a strong focus on probate administration.
• Experience preparing probate court filings and managing estates through the full administration process.
• Knowledge of estate and trust administration procedures, asset transfers, and fiduciary matters.
• Exposure to estate, gift, or fiduciary tax filings is highly preferred.
• Strong organizational skills with the ability to manage multiple matters and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and legal document management systems.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)