Trusts and Estates Paralegal
1 week ago
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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