Legal-Client Services/Paralegal

Join a growing, sophisticated legal practice serving high-net-worth and ultra-high-net-worth individuals and families

Build meaningful client relationships and become a trusted point of contact throughout complex estate and probate matters

Work closely with a senior attorney in a highly visible role where your judgment, initiative, and client service skills are valued

Take ownership of matters spanning estate planning, trust administration, probate support, and executive-level attorney support

Non-exempt position with overtime eligibility

Irvine, CA — Full-time, on-site opportunity in our Orange County office, offering close collaboration with attorneys, clients, and the broader legal team.

Candidates must have 4+ years of legal assistant experience specifically supporting probate, trust, and estate planning matters. Strong Microsoft Word and Excel skills are required, along with the confidence and professionalism to communicate directly with sophisticated clients.

We are a growing, full-service law firm serving business leaders, executives, entrepreneurs, and high-net-worth families. Our approach is personal, relationship-driven, and focused on providing exceptional service while creating an environment where talented professionals can build meaningful careers. Confidential Employer.

Serve as a primary point of contact for probate, trust, and estate planning clients

Build strong client relationships through proactive communication, follow-up, and exceptional service

Communicate professionally with high-net-worth individuals, families, financial advisors, family offices, and other trusted professionals

Manage a senior attorney's calendar, appointments, priorities, travel, correspondence, and follow-up commitments

Prepare, format, proofread, and finalize estate planning documents, correspondence, and client deliverables

Coordinate estate planning meetings, document signings, notary appointments, and witness requirements

Support trust administration and maintain organized estate planning and probate matter files

Process correspondence with courts, beneficiaries, financial institutions, and other parties

Maintain accurate client and matter information using document management and legal technology systems

Handle highly sensitive family, financial, and estate information with discretion and confidentiality

4+ years of legal assistant experience in probate, trust, and estate planning

Hands-on experience with estate planning documents, trust administration, and probate support

Expert-level Microsoft Word and Excel skills

Strong understanding of probate, trust, and estate planning terminology and procedures

Strong technical aptitude with legal software and AI-assisted platforms

NetDocs or comparable document management system experience preferred

High school diploma or equivalent required; associate's degree, bachelor's degree, paralegal certificate, or specialized estate planning training preferred

This is an opportunity to become an integral part of a sophisticated legal practice rather than simply providing behind-the-scenes administrative support. You'll build direct client relationships, work closely with senior legal professionals, and have meaningful ownership over the organization and service that keep complex matters moving.