Trust and Estates Paralegal
3 days ago
We are seeking a highly motivated and detail-oriented Paralegal to join our team at the Law Office of Susan A. Katzen. As a Paralegal, you will play a crucial role in supporting our attorneys in the preparation and administration of estate planning, trust, and special needs cases.
Key Responsibilities:
- Assist in the preparation of estate planning documents, including wills, trusts, and powers of attorney.
- Manage the administration of trusts, including the preparation of accountings and tax returns.
- Engage in regular communication with clients, courts, and other stakeholders to ensure timely and effective case management.
- Prepare and file documents with the court, including pleadings, motions, and other legal paperwork.
- Monitor case progress and deadlines, ensuring that all tasks are completed in a timely and efficient manner.
- Provide support to the office by answering phones, assisting with special projects, and handling general administrative tasks.
Requirements:
- Minimum of 6 months of experience working in a law firm.
- Paralegal Certification or qualify as a paralegal under California Business & Professions Code §6450.
- Excellent communication and organizational skills, with a keen attention to detail.
- Proficiency in Microsoft Word and Excel, with knowledge of Actionstep a plus.
- Reliable commute or willingness to relocate prior to starting position.
About Our Firm:
The Law Office of Susan A. Katzen is 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 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.
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