Trust & Estates Paralegal

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:

1. Prepare probate pleadings, federal estate tax returns, trust/estate accountings, and funding calculations
2. Manage trust administration, probate, and conservatorships
3. Draft initial versions of trusts, petitions, proposed orders, declarations, and supplements
4. File court documents, including e-filing
5. Coordinate court appearances and organize case files for hearings
6. 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