Conservatorship, Trust Administration and Probate Paralegal

Trust Administration & Probate Paralegal

Looking for a talented Trust Administration & Probate Paralegal in Newport Beach, CA, US to embark on a fulfilling long-term journey with ample opportunities for professional advancement to be part of our esteemed law firm, renowned for delivering exceptional legal services to clients and their families.

This position is not just a job, it's an opportunity to build a satisfying career with us.

Why do we distinguish ourselves from other law firms?

• We offer a competitive salary based on experience
• Ongoing support for educational pursuits
• Clearly outlined paths for improving your professional expertise
• Competitive benefits package, inclusive of paid holidays, vacation time, and sick leave
• Health and vision insurance coverage
• 401(k) plan with employer matching following the eligibility period
• Engage with the community by supporting individuals with special needs and engaging in volunteer activities throughout the year.

Responsibilities

• Manage Trust Administration cases independently from beginning to end
• Take charge of Conservatorship or Probate cases from initiation to completion
• Establish and maintain communication with potential and existing clients through various means of contact
• Collect, organize, and evaluate asset information efficiently
• Prepare Trust and Probate financial accountings
• Submit court paperwork, arrange court appearances, and provide support as necessary
• Coordinate schedules and prepare client meeting and hearing files

Qualifications

• Must have demonstrated experience in Trust Administrations, as well as Conservatorships or Probates
• Possession of a Paralegal certification or qualifications that align with the standards of Business & Professions Code Section 6450(c) is required
• Proficient in Microsoft Word and Excel, with a preference for familiarity with Actionstep
• Strong attention to detail and capable of working independently or as part of a team
• Must be a strong communicator and enjoy working in a team environment
• Must have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the position

Compensation $60,000 - $80,000 yearly About Law Office of Susan A. Katzen

The Law Office of Susan A. Katzen is a Newport Beach law firm focused on estate planning, special needs planning, and settlement planning. For over 45 years, we've helped families protect what matters most with compassion, clarity, and deep expertise. We offer competitive benefits:

• Medical, dental, and vision insurance with employer contribution
• 401(k) with employer match
• Paid time off and paid holidays
• Paid parking in Newport Beach
• Professional development and training opportunities
• A stable, mission-driven environment serving families, individuals, and caregivers

If you want your work to support a mission that truly matters and enjoy being a trusted partner to a CEO, this role offers both challenge and meaning.