Estate Planning Paralegal. Job in Laguna Beach WestCoast-Jobs - Orion Placement

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
Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus


Job Type:
Full-time


Pay:
$65, $90,000.00 per year


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

Schedule:
8 hour shift
Monday to Friday

Travel requirement:
No travel


Experience:
Wills, trusts, & estate law: 2 years (Required)


Work Location:
In person