Paralegal (Trusts and Estates)
Saul Ewing LLP · Los Angeles Metropolitan Area · 1 mo ago
HybridAdministrative$90k–$110k/yrFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real content.
We have content: description of role (first paragraph) could be "About the role". Then "Essential Functions & Responsibilities" list. Then "Knowledge & Skills". Then "EDUCATION AND EXPERIENCE REQUIRED:" which includes required experience, education, certificates, etc. Could be "Requirements" or "Qualifications". Also "ADDITIONAL INFORMATION" includes location, travel, etc. Could be "Schedule" maybe? But schedule not given. Pay info: anticipated pay range $90k-$110k annually. So we can include Pay section.
Benefits: none given. So omit Benefits.
Schedule: none given. Omit.
We need to use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real content.
We have content: description of role (first paragraph) could be "About the role". Then "Essential Functions & Responsibilities" list. Then "Knowledge & Skills". Then "EDUCATION AND EXPERIENCE REQUIRED:" which includes required experience, education, certificates, etc. Could be "Requirements" or "Qualifications". Also "ADDITIONAL INFORMATION" includes location, travel, etc. Could be "Schedule" maybe? But schedule not given. Pay info: anticipated pay range $90k-$110k annually. So we can include Pay section.
Benefits: none given. So omit Benefits.
Schedule: none given. Omit.
We need to use - for any list of duties/requirements/benefits. So responsibilities list should be
. Knowledge & Skills list also . Education & Experience maybe list.
We must not repeat job title as heading. So no heading "Trust and Estates Paralegal". Use headings for sections.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc.
Let's extract content:
First paragraph: "The Trust and Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, assists in discovery and trial readiness in litigation matters, handles trust and estate administration, drafts probate-related petitions (including judicial council forms and readying pleadings for filing), and reviews and addresses probate notes. The Trust and Estates Paralegal will also prepare and review accountings and assist in the preparation of estate and gift tax returns."
That's about the role.
Essential Functions & Responsibilities list:
- Coordinate probate court filings and recordings, including research and familiarity with local rules
- Assist in Estate and Trust litigation matters to include document management, and preparing pleadings for filing and service, including Exhibits
- Assist in litigation discovery tasks
- Prepare probate administration paperwork, including petitions, orders, etc.
- Assist with trust administration tasks
- Communicate with clients and professional advisors relating to coordination and gathering of information.
- Prepare gift tax and estate tax returns.
- Prepare draft accountings in conformity with California Probate Code
- Prepare basic Estate Planning documents and assist with process through document signing
Knowledge & Skills list:
- Excellent communication skills, both written and verbal
- Strong attention to detail, organizational skills and effective time management
- Self-motivated, flexible, with exceptional follow-through skills
- Proficient in Microsoft Office suite, e-discovery and trial preparation
- Capable of independently managing multiple projects
EDUCATION AND EXPERIENCE REQUIRED:
- 5+ years of experience working as a Trust and Estate paralegal with minimal supervision
- Bachelor’s degree preferred
- CA Paralegal certificate required
- Experience in either California Trust and Estate related litigation or administration preferred
- Experience with gift tax and estate tax returns preferred
- Self-motivated, flexible, with exceptional follow-through skills (duplicate but we keep)
ADDITIONAL INFORMATION:
- Individual in this position will provide additional assistance and support as directed by their supervisor.
- Candidate must be flexible and able to work in the Century City office at a minimum 2-3 times a week.
- Job may require occasional travel to firm’s other California office
- This job description is subject to change at any time.
PAY TYPE: HOURLY COMPENSATION: The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $90,000 - $110,000 annually.
We need to put Pay section with that info.
We should not include "PAY TYPE:" as heading; just content under Pay
with .
We need to avoid duplication: "Self-motivated, flexible, with exceptional follow-through skills" appears both in Knowledge & Skills and EDUCATION AND EXPERIENCE REQUIRED. We should keep both occurrences as they are in original; but we could deduplicate? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. Duplicated lines: we should remove duplicated lines? It says "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So duplicated lines should be removed. So we should remove duplicate "Self-motivated, flexible, with exceptional follow-through skills" appearing twice. Keep one instance. Where to keep? Probably under Knowledge & Skills (or Requirements). We'll keep one under Knowledge & Skills and omit from Requirements.
Also "Individual in this position will provide additional assistance and support as directed by their supervisor." maybe not duplicated.
Now structure:
About the role
...first paragraph...
Responsibilities
- ...
...
Knowledge & Skills
- ...
...
Requirements
- 5+ years of experience working as a Trust and Estate paralegal with minimal supervision
- Bachelor’s degree preferred
- CA Paralegal certificate required
- Experience in either California Trust and Estate related litigation or administration preferred
- Experience with gift tax and estate tax returns preferred
Maybe also include "Self-motivated, flexible, with exceptional follow-through skills" but we removed duplicate. Could still include it under Requirements? But we removed duplicate; we could keep it under Knowledge & Skills only. The requirement list may not need that line. It's okay.
Additional Information
maybe not a standard heading but we could use "Additional Information" as heading? The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. "Additional Information" is not in list. But we could fold that info into Requirements or Schedule? Not exactly. The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., implying those are examples, not exclusive? It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should map additional info into appropriate existing sections: maybe under Requirements (location, travel) or under Schedule (work schedule). Since we have schedule info: "Candidate must be flexible and able to work in the Century City office at a minimum 2-3 times a week." and "Job may require occasional travel to firm’s other California office". That's schedule/location info. Could be placed under Schedule section. Since we have schedule info, we can create a Schedule section with those details. Also "Individual in this position will provide additional assistance and support as directed by their supervisor." and "This job description is subject to change at any time." could be under Additional Information but we could put under Requirements? Maybe under Responsibilities? Better to put under Schedule? Not exactly. Could create a section "Additional Information" but not in list; risk. However instruction says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples but not exhaustive; but they say "Prefer a few substantive sections over many thin ones." So we could create a section "Additional Information" if needed. But maybe better to incorporate into Requirements (like "Must be able to work in Century City office 2-3 days/week; occasional travel to other CA offices; may provide additional assistance as directed; job description subject to change.") That seems fine.
Thus we will have sections: About the role, Responsibilities, Knowledge & Skills (could be Skills), Requirements, Pay, Schedule.
We need to use for section headings. For Skills we could use "Skills" heading. But we have Knowledge & Skills content; we could use heading "Skills". Or "Knowledge & Skills". The list includes Skills as an example. So we can use Skills
.
Similarly, Requirements heading.
Pay heading.
Schedule heading.
Now we need to ensure we don't include empty sections.
Let's craft HTML.
We'll output:
About the role
The Trust and Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, assists in discovery and trial readiness in litigation matters, handles trust and estate administration, drafts probate-related petitions (including judicial council forms and readying pleadings for filing), and reviews and addresses probate notes. The Trust and Estates Paralegal will also prepare and review accountings and assist in the preparation of estate and gift tax returns.
Responsibilities
- Coordinate probate court filings and recordings, including research and familiarity with local rules
- Assist in Estate and Trust litigation matters to include document management, and preparing pleadings for filing and service, including Exhibits
- Assist in litigation discovery tasks
- Prepare probate administration paperwork, including petitions, orders, etc.
- Assist with trust administration tasks
- Communicate with clients and professional advisors relating to coordination and gathering of information.
- Prepare gift tax and estate tax returns.
- Prepare draft accountings in conformity with California Probate Code
- Prepare basic Estate Planning documents and assist with process through document signing
Skills
- Excellent communication skills, both written and verbal
- Strong attention to detail, organizational skills and effective time management
- Self-motivated, flexible, with exceptional follow-through skills
- Proficient in Microsoft Office suite, e-discovery and trial preparation
- Capable of independently managing multiple projects
Requirements
- 5+ years of experience working as a Trust and Estate paralegal with minimal supervision
- Bachelor’s degree preferred
- CA Paralegal certificate required
- Experience in either California Trust and Estate related litigation or administration preferred
- Experience with gift tax and estate tax returns preferred
- Must be able to work in the Century City office at a minimum 2-3 times a week
- Occasional travel to the firm’s other California office may be required
- Individual in this position will provide additional assistance and support as directed by their supervisor
- Job description is subject to change at any time
Pay
The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $90,000 - $110,000 annually.
Schedule
Hybrid schedule: minimum 2-3 days per week in the Century City office; occasional travel to other California offices.
But we already included location in Requirements; maybe we should not duplicate. We could put schedule info only under Schedule, and remove from Requirements. Let's decide: The schedule info is about work location and travel. That fits Schedule. So we move those lines to Schedule and remove from Requirements.
Thus Requirements list will be:
- 5+ years of experience working as a Trust and Estate paralegal with minimal supervision
- Bachelor’s degree preferred
- CA Paralegal certificate required
- Experience in either California Trust and Estate related litigation
- . Knowledge & Skills list also
- ... ...
- ... ...
- 5+ years of experience working as a Trust and Estate paralegal with minimal supervision
- Bachelor’s degree preferred
- CA Paralegal certificate required
- Experience in either California Trust and Estate related litigation or administration preferred
- Experience with gift tax and estate tax returns preferred
- Coordinate probate court filings and recordings, including research and familiarity with local rules
- Assist in Estate and Trust litigation matters to include document management, and preparing pleadings for filing and service, including Exhibits
- Assist in litigation discovery tasks
- Prepare probate administration paperwork, including petitions, orders, etc.
- Assist with trust administration tasks
- Communicate with clients and professional advisors relating to coordination and gathering of information.
- Prepare gift tax and estate tax returns.
- Prepare draft accountings in conformity with California Probate Code
- Prepare basic Estate Planning documents and assist with process through document signing
- Excellent communication skills, both written and verbal
- Strong attention to detail, organizational skills and effective time management
- Self-motivated, flexible, with exceptional follow-through skills
- Proficient in Microsoft Office suite, e-discovery and trial preparation
- Capable of independently managing multiple projects
- 5+ years of experience working as a Trust and Estate paralegal with minimal supervision
- Bachelor’s degree preferred
- CA Paralegal certificate required
- Experience in either California Trust and Estate related litigation or administration preferred
- Experience with gift tax and estate tax returns preferred
- Must be able to work in the Century City office at a minimum 2-3 times a week
- Occasional travel to the firm’s other California office may be required
- Individual in this position will provide additional assistance and support as directed by their supervisor
- Job description is subject to change at any time
- . Education & Experience maybe list.
We must not repeat job title as heading. So no heading "Trust and Estates Paralegal". Use headings for sections.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc.
Let's extract content:
First paragraph: "The Trust and Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, assists in discovery and trial readiness in litigation matters, handles trust and estate administration, drafts probate-related petitions (including judicial council forms and readying pleadings for filing), and reviews and addresses probate notes. The Trust and Estates Paralegal will also prepare and review accountings and assist in the preparation of estate and gift tax returns."
That's about the role.
Essential Functions & Responsibilities list:
- Coordinate probate court filings and recordings, including research and familiarity with local rules
- Assist in Estate and Trust litigation matters to include document management, and preparing pleadings for filing and service, including Exhibits
- Assist in litigation discovery tasks
- Prepare probate administration paperwork, including petitions, orders, etc.
- Assist with trust administration tasks
- Communicate with clients and professional advisors relating to coordination and gathering of information.
- Prepare gift tax and estate tax returns.
- Prepare draft accountings in conformity with California Probate Code
- Prepare basic Estate Planning documents and assist with process through document signing
Knowledge & Skills list:
- Excellent communication skills, both written and verbal
- Strong attention to detail, organizational skills and effective time management
- Self-motivated, flexible, with exceptional follow-through skills
- Proficient in Microsoft Office suite, e-discovery and trial preparation
- Capable of independently managing multiple projects
EDUCATION AND EXPERIENCE REQUIRED:
- 5+ years of experience working as a Trust and Estate paralegal with minimal supervision
- Bachelor’s degree preferred
- CA Paralegal certificate required
- Experience in either California Trust and Estate related litigation or administration preferred
- Experience with gift tax and estate tax returns preferred
- Self-motivated, flexible, with exceptional follow-through skills (duplicate but we keep)
ADDITIONAL INFORMATION:
- Individual in this position will provide additional assistance and support as directed by their supervisor.
- Candidate must be flexible and able to work in the Century City office at a minimum 2-3 times a week.
- Job may require occasional travel to firm’s other California office
- This job description is subject to change at any time.
PAY TYPE: HOURLY COMPENSATION: The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $90,000 - $110,000 annually.
We need to put Pay section with that info.
We should not include "PAY TYPE:" as heading; just content under
Pay
with. We need to avoid duplication: "Self-motivated, flexible, with exceptional follow-through skills" appears both in Knowledge & Skills and EDUCATION AND EXPERIENCE REQUIRED. We should keep both occurrences as they are in original; but we could deduplicate? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. Duplicated lines: we should remove duplicated lines? It says "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So duplicated lines should be removed. So we should remove duplicate "Self-motivated, flexible, with exceptional follow-through skills" appearing twice. Keep one instance. Where to keep? Probably under Knowledge & Skills (or Requirements). We'll keep one under Knowledge & Skills and omit from Requirements. Also "Individual in this position will provide additional assistance and support as directed by their supervisor." maybe not duplicated. Now structure:
About the role
...first paragraph...
Responsibilities
Knowledge & Skills
Requirements
Additional Information
maybe not a standard heading but we could use "Additional Information" as heading? The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. "Additional Information" is not in list. But we could fold that info into Requirements or Schedule? Not exactly. The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., implying those are examples, not exclusive? It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should map additional info into appropriate existing sections: maybe under Requirements (location, travel) or under Schedule (work schedule). Since we have schedule info: "Candidate must be flexible and able to work in the Century City office at a minimum 2-3 times a week." and "Job may require occasional travel to firm’s other California office". That's schedule/location info. Could be placed under Schedule section. Since we have schedule info, we can create a Schedule section with those details. Also "Individual in this position will provide additional assistance and support as directed by their supervisor." and "This job description is subject to change at any time." could be under Additional Information but we could put under Requirements? Maybe under Responsibilities? Better to put under Schedule? Not exactly. Could create a section "Additional Information" but not in list; risk. However instruction says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples but not exhaustive; but they say "Prefer a few substantive sections over many thin ones." So we could create a section "Additional Information" if needed. But maybe better to incorporate into Requirements (like "Must be able to work in Century City office 2-3 days/week; occasional travel to other CA offices; may provide additional assistance as directed; job description subject to change.") That seems fine.
Thus we will have sections: About the role, Responsibilities, Knowledge & Skills (could be Skills), Requirements, Pay, Schedule.
We need to use for section headings. For Skills we could use "Skills" heading. But we have Knowledge & Skills content; we could use heading "Skills". Or "Knowledge & Skills". The list includes Skills as an example. So we can use Skills
.
Similarly, Requirements heading.
Pay heading.
Schedule heading.
Now we need to ensure we don't include empty sections.
Let's craft HTML.
We'll output:
About the role
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples but not exhaustive; but they say "Prefer a few substantive sections over many thin ones." So we could create a section "Additional Information" if needed. But maybe better to incorporate into Requirements (like "Must be able to work in Century City office 2-3 days/week; occasional travel to other CA offices; may provide additional assistance as directed; job description subject to change.") That seems fine.
Thus we will have sections: About the role, Responsibilities, Knowledge & Skills (could be Skills), Requirements, Pay, Schedule.
We need to use for section headings. For Skills we could use "Skills" heading. But we have Knowledge & Skills content; we could use heading "Skills". Or "Knowledge & Skills". The list includes Skills as an example. So we can use Skills
.
Similarly, Requirements heading.
Pay heading.
Schedule heading.
Now we need to ensure we don't include empty sections.
Let's craft HTML.
We'll output:
About the role
Skills
. Similarly, Requirements heading. Pay heading. Schedule heading. Now we need to ensure we don't include empty sections. Let's craft HTML. We'll output:About the role
The Trust and Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, assists in discovery and trial readiness in litigation matters, handles trust and estate administration, drafts probate-related petitions (including judicial council forms and readying pleadings for filing), and reviews and addresses probate notes. The Trust and Estates Paralegal will also prepare and review accountings and assist in the preparation of estate and gift tax returns.
Responsibilities
Skills
Requirements
Pay
The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $90,000 - $110,000 annually.
Schedule
Hybrid schedule: minimum 2-3 days per week in the Century City office; occasional travel to other California offices.
But we already included location in Requirements; maybe we should not duplicate. We could put schedule info only under Schedule, and remove from Requirements. Let's decide: The schedule info is about work location and travel. That fits Schedule. So we move those lines to Schedule and remove from Requirements. Thus Requirements list will be: - 5+ years of experience working as a Trust and Estate paralegal with minimal supervision - Bachelor’s degree preferred - CA Paralegal certificate required - Experience in either California Trust and Estate related litigation