Trust & Estates Paralegal
job description
Our esteemed estate planning law firm client is in search of a Trust &
Estates Paralegal with at least 3 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. Be a part of the team and contribute to the ongoing success of their firm. Enjoy merit-based salary increases and bonuses, along with a transparent career advancement trajectory including attractive compensation and comprehensive benefits.
Key Responsibilities:
Prepare probate pleadings, federal estate tax returns, trust/estate accountings, 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
Requirements
Possess a minimum of 3 years of experience in trust &
estates law or a related field
Full-time office availability
Proficient in Microsoft Word and Excel;
familiarity with Actionstep is a plus!
Benefits
401(k)
Dental insurance
Health insurance
Life insurance
Paid sick time
Paid time off
Vision insurance