- Ongoing educational support
- Pathways for professional development
- Paid holidays, vacation, and sick days
- Comprehensive health and vision insurance coverage
- 401k plan with employer matching after the qualifying period
- Ability to handle Trust Administration-Decedent's Estate cases from beginning to end
- Ability to handle Conservatorship cases or Probate cases from beginning to end
- Meet and communicate with prospective and existing clients
- Marshal, organize, and analyze asset information
- File documents with the court, schedule court appearances, and service
- Calendaring and preparing files for hearings and client meetings
- Proven experience in the area of Trust Administrations-Decedent's Estates, and either Conservatorships or Probates
- Paralegal certification or qualifications which satisfy the requirements of Business & Professions Code Section 6450(c)
- Exceptional computer skills, including proficiency in Microsoft Word and Excel (knowledge of Actionstep is a plus)
- Detailed-oriented and able to work both independently and collaboratively
- Reliable commute or will relocate prior to starting position
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Trust & Estates Paralegal - Newport Beach, United States - Law Office of Susan A. Katzen
3 weeks ago
Description
Job Description
Job DescriptionOur law firm is in search of a skilled full-time Trust & Estates Paralegal eager to embark on a long-term career path filled with growth opportunities and challenges. This role offers more than just employment - it presents a unique chance to build a rewarding and gratifying career with a company renowned for delivering top-notch legal services to clients and their families within the community. Join us and enjoy a range of benefits including:
At our firm, we deeply value giving back to the special needs community and offer engaging volunteer activities throughout the year.
Please take note that this position is full-time and requires in-office presence.
Compensation:$28 - $36 hourly DOE
Responsibilities:We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate.