Trust Administration And Probate Paralegal

Law Office of Susan A. Katzen

Trust Administration And Probate Paralegal

Newport Beach, CA
Paid
  • Responsibilities

    - 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. 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 Compensation: $28 - $42 hourly DOE

    • 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