Trust and Estates Paralegal Specialist

1 month ago


Newport Beach, United States Law Office of Susan A. Katzen Full time
Job Opportunity

We are seeking a skilled Trust and Estates Paralegal to join our team at the Law Office of Susan A. Katzen. As a key member of our team, you will be responsible for managing Trust Administration-Decedent's Estate cases, handling Conservatorship cases, and engaging with clients through meetings and communications.

Key Responsibilities:

  • Manage Trust Administration-Decedent's Estate cases independently from initiation to conclusion
  • Handle Conservatorship cases or Probate cases from inception to completion
  • Engage with prospective and current clients through meetings and communications
  • Collect, organize, and evaluate asset information efficiently
  • Submit court documents, arrange court appearances, and provide service as necessary
  • Maintain calendars and prepare case files for hearings and client consultations

Requirements:

  • Must have demonstrated expertise in Trust Administrations-Decedent's Estates, as well as Conservatorships or Probates
  • Possession of a Paralegal certification or qualifications that align with the standards of Business & Professions Code Section 6450(c) is required
  • Proficient in Microsoft Word and Excel, with a preference for familiarity with Actionstep
  • Strong attention to detail and capable of working independently or as part of a team
  • Must have a reliable means of transportation to our office or be willing to relocate before starting the position

About Our Firm:

We are 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.



  • Newport Beach, United States Law Office of Susan A. Katzen Full time

    Job OverviewWe are seeking a skilled Trust and Estates Paralegal to join our team at the Law Office of Susan A. Katzen. This role offers a rewarding long-term career with opportunities for professional development and growth.Key ResponsibilitiesManage cases related to Trust Administration-Decedent's Estate from start to finish, ensuring timely and efficient...


  • Newport Beach, United States Falcon Rappaport and Berkman LLP Full time

    Falcon Rappaport & Berkman LLP: A Leader in Estate Planning and AdministrationWe are seeking a highly skilled Trust and Estates Planning Associate to join our team. As a rapidly growing law firm, we focus on Real Estate, Estate Planning and Administration, Taxation, and Corporate matters.Key Responsibilities:Handling all stages of estate planning and trust...


  • Newport Beach, California, United States Jobot Full time

    Job Summary: We are seeking a skilled Paralegal to join our team at Jobot Consulting. The ideal candidate will have a minimum of 3 years of experience in estate planning and administration, with a comprehensive understanding of estate planning, wills, trusts, and ancillary documents.Key Responsibilities:* Assist in the preparation and review of estate...


  • Newport Beach, United States Soto Law Group, APC Full time

    Job OverviewWe are seeking an experienced Paralegal to join our Trust Administration, and Probate team at the Soto Law Group, APC in Newport Beach, CA. This role offers the opportunity to work closely with a dynamic team of skilled attorneys and paralegals in providing comprehensive legal services for trust administration, probate, and trust litigation...


  • Newport Beach, California, United States Jobot Full time

    Job Title: Estate Planning ParalegalAt Jobot, we are seeking a skilled Paralegal to join our team in the area of Estate Planning and Administration. The ideal candidate will have a minimum of 3 years of experience as a paralegal, preferably in the field of estate planning.Key Responsibilities:Provide exceptional support to attorneys and clients in the...


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

    About the RoleAt Finn Legal Group, APC, we are seeking a highly skilled and experienced Estate Planning Paralegal to join our team. As a key member of our team, you will be responsible for supporting attorneys in preparing estate plans, managing probate processes, and administering trusts.Key ResponsibilitiesAssist attorneys in drafting, reviewing, and...


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

    About UsFinn Legal Group, APC is a leading law firm specializing in estate planning, probate, and trust administration. We are dedicated to protecting our clients' assets and creating customized estate plans that meet their unique needs.Position OverviewWe are seeking a highly skilled Estate Planning Paralegal to join our team. The ideal candidate will have...


  • Newport Beach, California, United States Soto Law Group, APC Full time

    Trust Administration Paralegal OpportunityThe Soto Law Group, APC is seeking an experienced Paralegal to join their Trust Administration team 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, probate, and trust litigation...


  • newport beach, United States Finn Legal Group, APC Full time

    Estate Planning ParalegalLocation: Hybrid (Remote + Onsite in [Newport Beach, California])Position Type: Full-TimeSalary: $85,000 per yearAbout UsAt Finn Legal Group, APC, located in Newport Beach, CA, we specialize in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession...


  • Newport Beach, United States Finn Legal Group, APC Full time

    Estate Planning ParalegalLocation: Hybrid (Remote + Onsite in [Newport Beach, California])Position Type: Full-TimeSalary: $85,000 per yearAbout UsAt Finn Legal Group, APC, located in Newport Beach, CA, we specialize in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession...


  • newport beach, United States Finn Legal Group, APC Full time

    Estate Planning ParalegalLocation: Hybrid (Remote + Onsite in [Newport Beach, California])Position Type: Full-TimeSalary: $85,000 per yearAbout UsAt Finn Legal Group, APC, located in Newport Beach, CA, we specialize in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession...


  • Newport Beach, United States Finn Legal Group, APC Full time

    Estate Planning ParalegalLocation: Hybrid (Remote + Onsite in [Newport Beach, California])Position Type: Full-TimeSalary: $85,000 per yearAbout UsAt Finn Legal Group, APC, located in Newport Beach, CA, we specialize in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession...


  • Newport Beach, United States Jobot Full time

    Job DescriptionJob DescriptionOrange Country Estate Planning firm servicing multiple areas! OnsiteThis Jobot Consulting Job is hosted by: Mallory CallowayAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $65,000 - $80,000 per yearA bit about us:Orange Country Estate Planning firm servicing multiple areas!...


  • Newport Beach, California, United States Jobot Full time

    Orange County Estate Planning Firm**About Us**We are a leading Orange County Estate Planning firm, serving multiple areas with onsite services. Our team is dedicated to providing exceptional support to our clients and stakeholders.**Why Choose Us?**We offer a comprehensive benefits package, including medical benefits, 401k, PTO, and competitive pay. Our team...


  • Newport Beach, United States Meier Law Firm Full time

    About UsWe are a highly respected estate planning law firm in Newport Beach, California, dedicated to helping families navigate life's complexities with compassion and expertise. Our team of 18 experienced professionals works collaboratively to deliver personalized, top-tier services to our clients. We are seeking a skilled estate planning paralegal to join...


  • Newport Beach, United States Law Office of Susan A. Katzen Full time

    Job Title: Trusts and Estates AttorneyWe are seeking a skilled Trusts and Estates Attorney to join our team at the Law Office of Susan A. Katzen. As a Trusts and Estates Attorney, you will be responsible for reviewing and revising various legal documents, overseeing trust administrations, probate cases, and conservatorship cases, and addressing probate notes...


  • Newport Beach, United States Jobot Full time

    Job DetailsThis Estate Planning Paralegal role is an excellent opportunity for a skilled professional to join our team at an Orange Country Estate Planning firm. As a paralegal, you will be responsible for assisting with estate planning, wills, trusts, and ancillary documents.Key Responsibilities:Providing exceptional support to our attorneys in the...


  • Newport Beach, United States Soto Law Group, APC Full time

    Exciting opportunity for an experienced Paralegal to join the Trust Administration, and Probate 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, probate, and trust litigation...


  • Newport Beach, United States Meier Law Firm Full time

    Job DescriptionJob DescriptionAbout UsAt Meier Law Firm, we are dedicated to helping families navigate major life events with compassion, care, and expertise. As a highly rated estate planning law firm in Newport Beach, we pride ourselves on delivering personalized, top-tier services to our clients. Our team of 18 works closely together, creating a...


  • Newport Beach, United States Meier Law Firm Full time

    About the RoleWe are seeking a highly skilled Estate Planning Paralegal to join our team at the Meier Law Firm. As a key member of our team, you will work closely with our attorneys to provide exceptional service to our clients. Your expertise will help us continue to deliver top-tier estate planning services to families in California.Key...