Paralegal - Trusts and Estates

Our esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 3 years of professional experience to join their new office in Newport Beach CA. As their firm expands theyre are actively seeking a dedicated fulltime paralegal to thrive in a collaborative setting presenting opportunities for career advancement and engaging challenges. Be a part of the team and contribute to the ongoing success of their firm.

Why our team excels:

Flourish in a nurturing smallfirm atmosphere
Enjoy meritbased salary increases and bonuses along with a transparent career advancement trajectory
Experience a vibrant new workspace with breathtaking views
Receive attractive compensation and comprehensive benefits
Key Responsibilities:

Prepare probate pleadings federal estate tax returns trust/estate accountings and funding calculations
Manage trust administration probate and conservatorships
Draft initial versions of trusts petitions proposed orders declarations and supplements
File court documents including efiling
Coordinate court appearances and organize case files for hearings
Act as a liaison with clients law firms trustees settlement brokers financial advisors bond companies court clerks and other stakeholders
Qualifications:

Possess a minimum of 3 years of experience in trust & estates law or a related field
Fulltime office availability (hybrid options available)
Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!
Job Type: Fulltime

Salary: $65000.00 $90000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid sick time
Paid time off
Vision insurance
Schedule:

Monday to Friday
Travel requirement:

No travel
Experience:

Wills trusts & estate law paralegal: 2 years (Required)
Ability to Relocate:

Newport Beach CA: Relocate before starting work (Required)
Work Location: In person