Paralegal – Trusts and Estates

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.

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, 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 3 years of experience in trust & estates law or a related field
Full-time office availability (hybrid options available)
Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!
Job Type: Full-time

Salary: $65,000.00 – $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid sick time
Paid time off
Vision insurance
Schedule:

Monday to Friday
Travel requirement:

No travel
Experience:

Wills, trusts, & estate law paralegal: 2 years (Required)
Ability to Relocate:

Newport Beach, CA: Relocate before starting work (Required)
Work Location: In person

Qualifications:

Possess a minimum of 3 years of experience in trust & estates law or a related field
Full-time office availability (hybrid options available)
Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!
Job Type: Full-time

Why is This a Great Opportunity:

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

Salary Type : Annual Salary

Salary Min : $ 65000

Salary Max : $ 90000

Currency Type : USD