AppleOne is seeking a talented Trusts & Estates Paralegal for a respected boutique law firm with decades of excellence in estate planning, trusts, probate, and tax law. This mainly on-site role offers work-from-home flexibility when needed.

Responsibilities:

- Handle full estate/trust administration: planning through distribution, accountings, asset valuation, and reconciliations.
- Prepare/file estate, inheritance, gift, and fiduciary tax returns using ProSeries or similar.
- Draft wills, trusts, powers of attorney, living wills, and beneficiary documents.
- Support probate: petitions, inventories, court filings, deeds; coordinate with courts, beneficiaries, banks, appraisers.
- Conduct legal/financial research, prepare correspondence, transfers, and tax calculations.
- Maintain records, track deadlines, ensure regulatory compliance.


Qualifications:

- 7–10 years in trusts/estates, focusing on administration, probate, tax prep (preferred)
- Accounting background with tax preparation or estate administration experience strongly considered.
- Paralegal certificate or Bachelor’s degree preferred (not required).
- Proficiency in estate/tax software: ProSeries, FAS/FATE, NumberCruncher, TValue, Tax Interest, THS (or comparable).
- Strong Microsoft Office skills (Word, Excel, Outlook).
- Exceptional organization, detail orientation, independent deadline management.
- Superior written/verbal communication for clients and courts.

Ready to apply? Send your resume and salary expectations today!


Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: 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.