Trusts and Estates Paralegal

1 week ago


Irvine, United States LaBine and Associates Full time
Job DescriptionJob Description

Our esteemed estate planning law firm client is searching for a Trust & Estates Paralegal with at least 3 years of professional experience to join their new Newport Beach, CA office. As their firm expands, they seek a dedicated full-time paralegal to thrive in a collaborative setting, presenting opportunities for career advancement and engaging challenges. Be a part of the team and contribute to the ongoing success of the firm.

Why this is a great opportunity:

  • Flourish in a nurturing small-firm atmosphere

  • Enjoy merit-based salary increases and bonuses, along with a transparent career advancement trajectory Experience a vibrant new workspace with breathtaking views

  • Receive attractive compensation and comprehensive benefits

Key Responsibilities:

  • Prepare probate pleadings, federal estate tax returns, trust/estate accountings, and funding calculations Manage trust administration, probate, and conservatorships

  • Draft initial versions of trusts, petitions, proposed orders, declarations, and supplements

  • File court documents, including e-filing

  • Coordinate court appearances and organize case files for hearings

  • Act as a liaison with clients, law firms, trustees, settlement brokers, financial advisors, bond companies, court clerks, and other stakeholders

Qualifications:

  • Possess a minimum of 3 years of experience in trust & estates law or a related field

  • Full-time office availability (hybrid options available)

  • Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus

Fulltime with generous benefits package



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