Paralegal

Job Description

Job Description

We are seeking a knowledgeable and detail-oriented Probate Paralegal to support an attorney in all aspects of probate, estate administration, trust administration, and conservatorships. The ideal candidate will have experience in handling sensitive client matters, managing court filings, and guiding clients through the probate and conservatorship processes with professionalism and empathy.

Key responsibilities:

● Preparing and filing probate documents including:

● Petitions for Probate
● Notices of Petition to Administer Estates and other Judicial Council forms
● Accountings using Excel and related Reports for the courts
● Calendaring critical dates, hearings, and statutory deadlines
● Communicate with clients, beneficiaries, heirs, and fiduciaries regarding case status and required information
● Assist clients with gathering asset information and documentation for estate administration
● Draft correspondence and maintain consistent client communications
● Maintain and organize physical and electronic case files
● Track progress of cases and proactively follow up on outstanding items

Qualifications:

● Paralegal certificate required
● 3+ years of probate or estate administration experience preferred
● Strong knowledge of probate procedures and court filing requirements
● Familiarity with legal terminology and court rules
● Excellent organizational and time management skills
● Strong written and verbal communication skills
● High level of attention to detail and accuracy
● Ability to manage multiple cases and deadlines simultaneously