Trust & Estates Paralegal

1 month ago


Newport Beach, United States Law Office of Susan A. Katzen Full time
Job DescriptionJob Description

Are you an experienced Trust & Estates Paralegal looking for a rewarding long-term career with abundant opportunities for professional advancement? Come join our prestigious law firm renowned for delivering exceptional legal services to clients and their families in Newport Beach. This role is not just a job; it's an opportunity to build a fulfilling career with us.


Why Work With Us:

  • Ongoing support for educational endeavors
  • Clearly defined paths for enhancing your professional expertise
  • Paid holidays, vacation days, and sick leave
  • Health and vision insurance coverage
  • 401k plan with employer matching following the qualification period


Engage with the community through our commitment to supporting special needs individuals and participating in various volunteer activities throughout the year.


Please note that this is a full-time position that mandates on-site presence at our Newport Beach office.

Compensation:

$28 - $36 hourly DOE

Responsibilities:
  • Ability to handle Trust Administration-Decedent’s Estate cases from beginning to end
  • Ability to handle Conservatorship cases or Probate cases from beginning to end
  • Meet and communicate with prospective and existing clients
  • Marshal, organize, and analyze asset information
  • File documents with the court, schedule court appearances, and service
  • Calendaring and preparing files for hearings and client meetings
Qualifications:
  • Proven experience in the area of Trust Administrations-Decedent’s Estates, and either Conservatorships or Probates
  • Paralegal certification or qualifications which satisfy the requirements of Business & Professions Code Section 6450(c)
  • Exceptional computer skills, including proficiency in Microsoft Word and Excel (knowledge of Actionstep is a plus)
  • Detailed-oriented and able to work both independently and collaboratively
  • Reliable commute or will relocate prior to starting position 
About Company

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.



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