Trust and Estates Paralegal Specialist
1 week ago
We are seeking an experienced Trust and Estates Paralegal to join our team at the Law Office of Susan A. Katzen in Newport Beach, CA. As a key member of our team, you will be responsible for managing Trust Administration-Decedent's Estate cases independently from initiation to conclusion, handling Conservatorship cases or Probate cases from inception to completion, and engaging with prospective and current 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
- 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 Newport Beach office or be willing to relocate before starting the position
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 (especially those loved ones with a disability) 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. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.
Our firm offers a competitive benefits package, including paid holidays, vacation time, and sick leave, as well as health and vision insurance benefits and a 401k plan with employer matching post-qualification period. We also provide continuous support for educational pursuits and clear pathways to enhance your professional skills.
Engage with the community by supporting special needs individuals and participating in volunteer activities throughout the year. This is a full-time role requiring on-site presence at our Newport Beach office.
Compensation: $28 - $36 hourly DOE
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