Conservatorship, Trust Administration And Probate Paralegal

Job Description

Job Description

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.

Compensation:

$60,000 - $80,000 yearly

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 enviroment
• Must have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the position

About Company

About Law Office of Susan A. Katzen

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.

Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. If you are looking for meaningful work with a firm that values integrity, communication, and excellence, we encourage you to apply.