Jobs

    Trust & Estates Paralegal - Newport Beach, United States - Royalty Hospitality Staffing

    Royalty Hospitality Staffing
    Royalty Hospitality Staffing Newport Beach, United States

    3 days ago

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    Description

    Job Description

    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:

    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

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