Estate Administration Paralegal Role

4 days ago


San Diego, California, United States Hire Counsel Full time

Our client, a reputable legal services firm, is seeking a highly skilled probate estate administration paralegal to join their team in San Diego. The ideal candidate will have extensive experience in probate administration and a strong understanding of judicial council forms, supplements, declarations, petitions, affidavits, and assessor/recorder's office forms.

Key responsibilities include:

  • Reviewing and summarizing intake and estate planning documents.
  • Preparing initial drafts of pleadings and petitions.
  • Preparing and serving notice documents to interested parties and government agencies.
  • Analyzing financial statements and preparing inventory and estate accountings.
  • Preparing real property transfer documents and related county forms.
  • Communicating and corresponding with clients, opposing counsel, and formal agencies.
  • Utilizing the Court's online services to investigate case dockets, probate notes, and local rules.
  • Filing documents with the Court, including e-filing and ex parte procedures.
  • Preparing case files for hearings.
  • Assisting with other administrative tasks in the office.

Requirements:

  • 2-5+ years of experience in probate estate legal support.
  • Familiarity with preparing judicial council forms, supplements, declarations, petitions, affidavits, and basic assessor/recorder's office forms.
  • Basic understanding of how a Trust works and what is required to do when someone dies.
  • Comfortability with probate accounting and researching the California Probate Code is a plus.

Please note that a notary license is a plus but not required. Interested candidates should send their resumes in Word format, referencing job code 38994.



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