Trust Administration & Probate Paralegal

Job Description

Job Description

Put Your Experience to Work By Helping Families Navigate Trust Administration.

At Ocean Estate Law, trust administration is more than paperwork. It is helping a grieving family navigate probate with clarity. It is making sure an estate is settled accurately, respectfully, and on time. Our firm, led by founder Jennifer Elliott, with over 23 years of experience and more than 4,000 estate plans created for California families, is growing. We need a skilled paralegal who takes pride in doing this work well, works independently, and genuinely cares about the people they serve.
If you are ready to be the person attorneys and clients rely on, we would love to meet you.

WHAT WE OFFER

We support our team so they can do their best work:

• Competitive pay: $75,000 - $85,000 depending on experience, plus benefits

• Full-Time, In-Office: Monday through Friday, 8:30am to 5:00pm Pacific Time; primarily out of our Rancho Santa Margarita or Laguna Hills Office. Remote work is NOT an option.

• Paid vacation and holidays 401(k) with 3% employer match

• Profit-sharing opportunities

Compensation:

$75,000 - $85,000 yearly DOE + benefits

Responsibilities:

Case Management

• Manage probate and trust administration files with confidence and minimal supervision

• Draft petitions, pleadings, accountings, correspondence, and supporting documents

• Review probate notes and ensure timely, accurate court filings

• Record legal documents with the County Recorder

• Prepare concise case summaries for attorney review

• Prepare trust administration and probate-related documents for attorney and client review

Client & Communication

• Serve as a primary point of contact for clients, providing clarity, compassion, and professionalism throughout their matter

• Coordinate attorney calendars, appointments, and deadlines

• Utilize MyCase, our practice management system, for client communication and coordination

• Maintain well-organized, compliant digital files on MyCase and Microsoft SharePoint

Qualifications:

• 3+ years of paralegal experience in California estate planning, probate, and trust administration

• Strong working knowledge of California Probate and Trust Administration Law

• Bachelor's degree and/or paralegal certificate preferred (not required)

• Active Notary License

• You live in or near South Orange County, CA.

• Valid Driver's License and reliable transportation. Excellent written and verbal communication skills, with strong computer proficiency

• Experience with LLCs and corporate matters is a plus

About Company

Ocean Estate Law, P.C., is a client-centered estate planning and trust administration firm serving individuals and families throughout California. The firm is led by founder Jennifer Elliott, who brings over 23 years of experience and has personally guided the creation of more than 4,000 estate plans. Her commitment to education, detail, and genuine client service sets the standard for how the whole team operates.

OUR NICHE:

We Help People Avoid Leaving a Mess for Their Loved Ones When They Die.

CORE VALUES:

• We Educate

• We Are Humbly Confident

• We Do the Right Thing

• We Exhibit Professionalism

• We Have Fanatical Attention to Consistency and Detail

• We Are Good Listeners

If these core values do not resonate with you, please do not apply.