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    Trust & Estates Paralegal - Newport Beach, United States - Orion Placement

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    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 Code: JPC - 14*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% % %%finance%%


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