Trust and Estates Paralegal Specialist
1 month ago
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.
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