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Paralegal - Trust Administration and Estate Planning Specialist

2 months ago

Newport Beach, United States Soto Law Group, APC Full time
Exciting Opportunity for a Skilled Paralegal

We are seeking a seasoned Paralegal to join our Trust Administration and Estate Planning team at the Soto Law Group, APC. This role offers the opportunity to work alongside a team of skilled attorneys and paralegals, providing comprehensive legal services in the areas of trust administration and estate planning.

Key Responsibilities:
  • Provide expert legal assistance for trust administration and estate planning
  • Collect and manage client data
  • Assist with drafting and reviewing legal documents
  • Communicate effectively with opposing counsel and clients
  • File documents with the court and maintain accurate records
  • Update client files and maintain confidentiality
  • Oversee trust operations and ensure compliance with regulations
  • Handle administrative tasks, including scanning, copying, and client interactions
  • Demonstrate proficiency in Microsoft Office and other relevant software
Requirements:
  • Strong interpersonal and communication skills
  • Proficiency in Microsoft Office applications
  • Ability to work independently and as part of a team
  • 3-5 years of experience as a paralegal in trusts/estates/probate
  • Highly organized and detail-oriented
  • Bachelor's degree or equivalent certification
About Our Company:

We are a collaborative team that values work-life balance and personal development. Our office fosters a friendly and trusting environment, and we organize regular team-building events. We are looking for a dedicated individual interested in Estate Planning, Special Need Planning, Trust Administration, and Probate. Strong organizational skills, a proactive attitude, and excellent client communication are essential for this role.