Trust & Estates Paralegal

Note: This position requires employees to be on-site five days a week at the Newport Beach, CA office.

Our esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 2 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. We are specifically looking for a paralegal that has experience with trust accountings, probate, and deed recordings (and conservatorships for bonus points).

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, deed recordings, 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 2 years of experience in trust & estates law
• Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!