Probate and Estate Administration Paralegal
3 hours ago
Shoup Legal, A Professional Law Corporation, is a fast-growing Estate Planning, Trust Administration, and Probate Law Firm located in California. We are seeking a skilled Paralegal to assist attorneys with all aspects of probate and estate administration.
The ideal candidate will have 2+ years of experience working as a paralegal in a law firm, with a focus on probate and estate administration. They will be responsible for drafting legal documents, preparing court filings, and managing case files. The Paralegal will also communicate with clients, probate courts, and other parties involved in the probate proceedings.
The successful candidate will have strong multi-tasking and time management skills, as well as excellent communication, organizational, and interpersonal skills. They will be able to work independently and prioritize tasks in a fast-paced environment.
Responsibilities:
- Assist attorneys with drafting legal documents, preparing court filings, and managing case files
- Communicate with clients, probate courts, and other parties involved in the probate proceedings
- Conduct legal research and analysis related to probate matters
- Maintain accurate and up-to-date records of case information and deadlines
- Assist with scheduling appointments and managing attorney calendars
- Draft Inventory and Appraisals, Accountings and other necessary documents for review by Probate Examiner and submission to Probate Courts
- Communicate with clients on a regular basis throughout the representation with updates
- Assist attorneys in preparing cases for hearings
- Maintain case management database
- Daily accurate entry into the Case Management System with no more than 15% of total time allocated to administrative work
Requirements:
- 2+ years of experience working as a paralegal in a law firm, with a focus on probate and estate administration
- Ability to reliably commute to the Murrieta, CA office
- Bachelor's degree and/or paralegal certificate from an ABA-approved program preferred
- A fundamental understanding of estate planning/administration concepts OR related experience is a bonus
- Possess strong multi-tasking and time management skills
- Be willing to perform administrative tasks as needed
- Superb communication, organizational, and interpersonal skills
- Be a self-starter who is also detail oriented
- Display a positive attitude
- Proficiency in Microsoft Office Suite and legal research databases
- Be able to learn new software with ease
- Have excellent spelling, typing, and grammar skills
- Ability to type between 40-50 words per minute
- Ability to work independently and prioritize tasks in a fast-paced environment
- Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct
- Exhibit a strong work ethic with high standards for quality and quantity of work
Compensation details: 25-30 Hourly Wage
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