Estate Planning Paralegal Specialist

3 days ago


Newport Beach, California, United States Finn Legal Group, APC Full time
Job Overview

We are seeking a highly skilled Estate Planning Paralegal to join our team at Finn Legal Group, APC. This role requires a minimum of 3 years of experience in estate planning, probate, and trust administration.

About Us

Finn Legal Group, APC is a law firm located in Newport Beach, CA, specializing in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession planning.

Responsibilities
  • Assist attorneys in drafting, reviewing, and finalizing estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
  • Coordinate probate processes, preparing petitions, inventories, accountings, and other documents required by the California Probate Code.
  • Manage trust administration tasks, such as drafting correspondence, preparing trust distribution documents, and maintaining accurate records.
  • Conduct research on probate laws, estate planning strategies, and related legal matters as needed.
  • File and manage legal documents with courts and other relevant agencies.
  • Communicate with clients, financial advisors, and other professionals regarding estate planning and trust administration matters.
  • Track deadlines, manage files, and maintain organized records for estate planning and probate cases.
Requirements
  • Minimum of 3 years of experience as a paralegal in estate planning, probate, and trust administration.
  • Strong working knowledge of the California Probate Code and estate planning procedures.
  • Paralegal certification or equivalent education.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with attention to detail and accuracy.
  • Proficiency in legal research and document management software.
Benefits
  • A competitive salary of $85,000 per year.
  • Health, dental, and vision insurance.
  • 401(k) with employer contribution.
  • Paid time off, including holidays and personal days.


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