Paralegal

Musick, Peeler & Garrett LLP has an opening for an experienced Trust & Estates Paralegal in

our Los Angeles office. This position is full-time and non-exempt. A hybrid schedule is available

after 45 days of employment – two days remote, three days on-site.

Qualifications:

All candidates must have a BA or BS degree and a Paralegal Certificate from an ABA approved

program. Minimum of five years' experience working as a Trust & Estates Paralegal for a law

firm.

This Paralegal will work closely with the Trust & Estates team in a collaborative environment

and will assist the attorneys in all aspects of trust and estates matters. Responsibilities include

assisting clients with estate planning, trust administration, and related transactions; drafting

estate planning and trust funding documents; preparing real estate transfer documents; and

assisting with probate and trust litigation pleadings.

The role also involves preparing estate tax returns, compiling and organizing supporting

documentation, establishing and maintaining business entities (including limited liability

companies and nonprofit corporations), participating in client meetings, and providing general

support on related matters within the Trust & Estates practice. The role will involve heavy client

interaction. Probate experience is a plus.

Excellent communication skills, and high attention to detail with an emphasis on accuracy and

work product quality is required. Proficiency in Microsoft Word, Excel, Outlook, Westlaw, and

Adobe Acrobat Pro. Previous use of iManage or another similar document management system

is a plus. Notary commission a plus.

Duties/Responsibilities:

The candidate will work on a variety of requests and projects:

 Assist with planning documents and funding of assets (deeds / transfers of accounts /

beneficiary changes / property tax reassessment exemptions and reporting requirements).

 Prepare and maintain documents relating to court accountings, trust administration and

probate administration.

 Prepare and administer estate plan critical dates and checklists.

 Track and assist with review of due diligence and trust and estate documents.

 Participate in conference calls and assist in meetings with clients.

 Prepare clear and concise correspondence and memorandum.

 Assist with preparing initial draft pleadings, correspondence and planning documents for

attorney review.

 Collect supporting information for and assist with preparing draft estate tax returns for

attorney review.

 Prepare initial documents establishing corporate and limited liability entities, including

non-profit corporations, and amendments to and maintenance of existing entities for

attorney review.

 Prepare draft agendas and exhibits for client and board meetings for attorney review and

take notes at meetings.

 Work with team to keep client files updated and oversee to ensure pleadings, signed

documents and correspondence are organized and filed properly.

Benefits/Compensation:

We offer a collaborative and professional work environment with a competitive salary and

excellent benefits. A summary of our full-time benefits includes:

 Retirement: 401(k) plan with annual employer contribution; employee deferrals available

 Healthcare: Medical (HMO/PPO options), dental, and vision coverage; Dependent

coverage, domestic partners coverage is available

 Life Insurance: Group and supplemental life insurance options available

 Disability: Long-term disability and long-term care insurance options available

 Wellbeing: Employee wellbeing program, including EAP professional counseling and

referral services

 Paid Time Off: Competitive vacation and sick leave; paid firm holidays

 Parking and Commuting: Parking is covered and monthly commuting allowance is

offered

 Celebrations: Events for holidays, birthday commemorations, special staff

acknowledgments and annual events

 Community Involvement Opportunities: Firm-sponsored community outreach

opportunities are available

 Flexible Spending Account (FSA)/Plans – Sections 125 and 132 plans available

 Professional Development Opportunities: On-boarding and in-house training programs,

continuing learning and professional growth and development opportunities

 Hybrid Schedule: A hybrid schedule is available for this position

Salary range for this position is $135K + DOE

Firm Info:

Please visit www.musickpeeler.com for more detailed information about our firm.

Musick, Peeler & Garrett LLP provides equal employment opportunity to all employees and

applicants without regard to race, color, creed, gender, religion, marital status, age, national

origin, sex or any other applicable category protected by state and/or federal laws. In addition

to federal law requirements, Musick, Peeler & Garrett LLP complies with applicable state and

local laws governing nondiscrimination in employment in every location in which the firm has

facilities. This policy applies to all terms and conditions of employment, including recruiting,

hiring, retention, placement, promotion, termination, layoff, recall, transfer, leaves of absence,

compensation and training.