Note: This position requires employees to be on-site five days a week at the Newport Beach, CA office.
Our esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 2 years of professional experience to join their new office in Newport Beach, CA. As their firm expands, they're are actively seeking a dedicated full-time paralegal to thrive in a collaborative setting, presenting opportunities for career advancement and engaging challenges. We are specifically looking for a paralegal that has experience with trust accountings, probate, and deed recordings (and conservatorships for bonus points).
Why our team excels:
- Flourish in a nurturing small-firm atmosphere
- Enjoy merit-based salary increases and bonuses, along with a transparent career advancement trajectory
- Experience a vibrant new workspace with breathtaking views
- Receive attractive compensation and comprehensive benefits
Key Responsibilities:
- Prepare probate pleadings, federal estate tax returns, trust/estate accountings, deed recordings, and funding calculations
- Manage trust administration, probate, and conservatorships
- Draft initial versions of trusts, petitions, proposed orders, declarations, and supplements
- File court documents, including e-filing
- Coordinate court appearances and organize case files for hearings
- Act as a liaison with clients, law firms, trustees, settlement brokers, financial advisors, bond companies, court clerks, and other stakeholders
Qualifications:
- Possess a minimum of 2 years of experience in trust & estates law
- Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!
JPC-14
Job Type: Full-time
Pay: $70,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
Schedule:
Work Location: In person
