Private Wealth Planning Paralegal (West Coast)


Friedman Williams

Private Wealth Planning Paralegal (West Coast) Los Angeles CA

Job ID: 18046

Experienced Paralegal for Estate Planning Practice

Position: Paralegal

Location: Los Angeles Office

Salary: $80,000 – $100,000 per year

About Us:

Our esteemed client is seeking an experienced Paralegal with a minimum of three years in the field to join their Los Angeles office. This role will support our large and diverse group of estate planning attorneys who handle all facets of trust and estate planning and administration.


  • Preparation of gift and estate tax returns
  • Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
  • Calendaring cases and advising attorneys of upcoming deadlines
  • Handling post-mortem administration issues, including required notices, real estate filings, etc.
  • Handling occasional trust & will drafting as needed


  • Bachelor’s degree
  • California notary license, preferred
  • Thorough knowledge of probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings
  • Preferred experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management
  • Proficiency in Microsoft Office suite, especially Word and Excel
  • Outstanding organizational, administrative, and communication (oral and written) skills
  • High attention to detail, strong work ethic, and self-motivation
  • Ability to prioritize, meet deadlines, efficiently multi-task, and produce high-quality work in a fast-paced environment
  • Team-oriented mindset
  • Ability to handle confidential and sensitive information with appropriate discretion
  • Willingness to work overtime and travel as needed



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