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Trust Administration And Probate Paralegal

Trust Administration And Probate Paralegal

Law Office of Susan A. KatzenNewport Beach, CA, US
30+ days ago
Salary
$28.00–$42.00 hourly
Job description
  • Seeking a skilled Trust Administration & Probate Paralegal in Newport Beach, CA, US for a fulfilling long-term career with abundant opportunities for professional growth. - Join our prestigious law firm known for providing exceptional legal services to clients and their families in Newport Beach. - This role offers more than just a job; it's a chance to establish a rewarding career with us. -
  • Reasons to Choose Us :
  • Continuous support for educational pursuits
  • Clearly defined pathways to enhance your professional skills
  • Competitive benefits package, including paid holidays, vacation time, and sick leave
  • Health and vision insurance benefits
  • 401(k) plan with employer matching after qualifying period - Engage with the community by assisting special needs individuals and participating in year-round volunteer activities. - Please be aware that this is a full-time position that requires physical presence at our Newport Beach office.

    • Compensation : 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

      • Qualifications :

    • 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

      • 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.