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Business administration Jobs in Costa Mesa, CA
Trust Administration And Probate Paralegal
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Nissan MotorUnited States of America, Irvine, CaliforniaTrust Administration And Probate Paralegal
Law Office of Susan A. KatzenNewport Beach, CA, USCompensation : 28 - $42 hourly DOE
Responsibilities :
- Independently manage cases related to Trust Administration from start to finish
- Lead Conservatorship cases or Probate cases throughout the entire process
- Initiate and maintain communication with potential and current clients through meetings and other forms of contact
- Efficiently gather, arrange, and assess asset information
- Prepare Trust and Probate accountings
- File court documents, schedule court appearances, and offer assistance as needed
- Organize schedules and prepare case files for client consultations and hearings
- Must have demonstrated expertise in Trust Administrations, 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
Qualifications :
About Company
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.