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Trust & Estates Paralegal

2 months 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:
  • Manage Trust Administration-Decedent’s Estate cases independently from initiation to conclusion
  • Handle Conservatorship cases or Probate cases from inception to completion
  • Engage with prospective and current clients through meetings and communications
  • Collect, organize, and evaluate asset information efficiently
  • Submit court documents, arrange court appearances, and provide service as necessary
  • Maintain calendars and prepare case files for hearings and client consultations
Qualifications:
  • Must have demonstrated expertise in Trust Administrations-Decedent’s Estates, as well as Conservatorships or Probates
  • Possession of a Paralegal certification or qualifications that align with the standards of Business & Professions Code Section 6450(c) is required
  • Proficient in Microsoft Word and Excel, with a preference for familiarity with Actionstep
  • Strong attention to detail and capable of working independently or as part of a team
  • Must have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the 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.