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Paralegal - Trust Administration, Probate, Litigation
4 months ago
Exciting opportunity for an experienced Paralegal to join the Trust Administration, and Estate Planning team at the Soto Law Group, APC located in Newport Beach, CA. This role offers the chance to work closely with a dynamic team of skilled attorneys and paralegals in providing comprehensive legal services for trust administration and estate planning. The successful candidate will be expected to draft legal documents, conduct research, interview clients, and manage a case docket. As part of this team, you will have access to a competitive salary and benefits, a conducive work environment, and ongoing career development opportunities.
Compensation:$28 - $33 hourly
Responsibilities:- Provide comprehensive legal assistance for trust administration, Estate Planning
- Collect financial and personal data from clients
- Guide attorneys in drafting and other legal documents
- Respond to opposing counsel's queries
- File necessary documents with the court
- Ensure client files are updated
- Administer trust operations including funding and distribution
- Manage scanning, copying, phone calls, and client interaction
- Demonstrate proficiency in Microsoft Office applications
- Preferably have knowledge of WealthCounsel software
Skills
- Excellent interpersonal and communication skills
- Familiarity with MS Office: Word, Excel, PowerPoint & Outlook
- Able to take direction and work independently with little supervision
- 3-5 years of experience as a paralegal or legal assistant in trusts/estates/probate support
- Highly organized and detail-oriented
- Bachelor's degree preferred or equivalent certification
We are a collaborative team of professionals. We work hard and we play together too It's a friendly office where we trust each other and value a work-life balance. We support personal and career development and also have quarterly team-building events.
Your experience and or desire to work in the area of Estate Planning, Special Need Planning, Trust Administration, and Probate will add value to our team. We leverage technology and are looking for someone who is comfortable with Microsoft Office, and various legal programs. You will have a strong work ethic, be highly organized, and have exceptional client relationship skills.
