Trusts and Estates Paralegal

4 weeks ago


Palm Springs, California, United States Law Offices of John Mangan, P.A. Full time
Job Opportunity

We are seeking a highly skilled and detail-oriented Paralegal to join our Estate Planning and Probate Law Firm. As a Trusts and Estates Paralegal, you will play a critical role in supporting our clients with probate and estate planning matters, helping them navigate complex legal processes with ease.

Key Responsibilities:

  • Deliver exceptional client experiences with excellent communication, timely updates, and comprehensive support.
  • Organize and manage documents and records for efficiency and security.
  • Coordinate and draft correspondence, probate pleadings, and estate plans.
  • Meet with clients to obtain signatures and provide top-notch service.
  • Handle court filings, track deadlines, and ensure timely submissions.

Requirements:

  • Experience drafting at least 50 estate plans involving trusts and managing at least 25 formal administration probate cases.
  • Familiarity with Wealth Docx and Westlaw/ProDocs drafting software is preferred but not required.
  • Thoughtful, extremely organized, and take pride in a job well done.
  • Enjoy full-time work with the freedom to manage tasks efficiently and handle personal matters as needed.

About Us:

We are a mission-driven law firm passionate about helping clients preserve and protect their legacy. We provide estate planning and probate/trust administration services professionally and with care, with a focus on wills, trusts, asset protection, guardianship, and probate administration. We strive to build long-term relationships with clients instead of focusing on transactions.



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