Trusts & Estates Paralegal

The Trusts and Estates Paralegal is responsible for drafting estate planning documents and for handling all aspects of trust administration at the direction of the Tax attorneys in the Orange County office. Duties and responsibilities include drafting estate planning documents (including wills, living trusts, irrevocable trusts and asset transfers), assisting with post mortem trust administration (including assessor forms, statutory notices, creation of sub trusts, and allocation of assets), preparing or reviewing estate tax returns (Form 706) and gift tax returns (Form 709), preparing or reviewing accountings, drafting real estate deeds and other asset title documents, forming LLCs, corporations and partnerships (including charitable entities), and preparing purchase and sale agreements for inter-family transfers.

• Strong knowledge of post death trust administration
• Experience drafting federal gift and estate tax returns, preferably with ProSystems
• Understanding of tax-exempt organizations
• Excellent verbal and written communication skills
• Superior organization skills and attention to detail 
• Advanced computer skills, including all Microsoft Office applications (Word, Excel,Outlook, PowerPoint, etc.)
• Advanced knowledge of Hot Docs, Aderant, iManage and Adobe
• Extensive experience interacting directly with clients and keeping them informed
• Ability to interact well with attorneys, staff and third party vendors
• Notary Public a plus
• Must have a minimum of 3 to 5 years’ experience as a paralegal in the trusts and estates department of a top AmLaw firm.

The actual base pay offered will depend upon a variety of factors, including, but not limited to the selected candidate's qualifications, years of relevant experience, and experience in the legal industry. As of the date of posting, JMBM reasonably expects to pay between $90K and $100K for this position.