V100 - California Trust Administration Paralegal

Job Duck; Deutschland; Remote; EUR 13.000 - 16.000; Vollzeit

Zusammenfassung

Job Duck is hiring a California Trust Administration Paralegal to support attorneys and clients through complex trust administration and conservatorship matters.

You will develop case strategies, prepare documents, coordinate court filings, and ensure deadlines are met while delivering exceptional client service in a fast-paced environment.

Qualifikationen

• Minimum 2 years as paralegal, legal assistant or legal secretary.
• Strong knowledge of CA Trust Administration and conservatorship matters.
• English proficiency with excellent written and verbal skills.
• Ability to manage deadlines and prioritize workload effectively.
• Experience handling trust administration, probate, and related filings.

Aufgaben

• Support attorneys and clients through trust administration and conservatorship matters.
• Develop case strategies with attorneys and prepare documents.
• Coordinate court filings and ensure deadlines are met.
• Prepare hearings materials, maintain case files, and track billable time.
• Draft motions, pleadings, affidavits, and other legal documents.
• Coordinate with clients, courts, experts, and third parties for updates.

Kenntnisse

Legal research

Case management

Attention to deadlines

Client communication

English proficiency

Empathy

Independent work

Collaboration

Ausbildung

Associate Degree in Paralegal Studies

Bachelor’s Degree preferred

Tools

Clio Manage

Dialpad

Microsoft Word

Microsoft Excel

PDF Software

Judicial Council Forms

Lawya

Jobbeschreibung

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description

Join Job Duck as a California Trust Administration Paralegal and play a vital role in supporting attorneys and clients through complex trust administration and conservatorship matters. This opportunity is ideal for a legal professional who enjoys managing cases from start to finish, maintaining exceptional organization, and proactively driving progress without constant oversight. You will work closely with attorneys to develop case strategies, prepare legal documents, coordinate court filings, and ensure important deadlines are met. Success in this role comes from combining strong legal knowledge with excellent communication, empathy, and a genuine commitment to delivering outstanding client service. If you thrive in a fast paced legal environment and take pride in moving cases forward efficiently, we encourage you to apply.

Monthly Compensation Range

From 1,400 to 1,700 USD

Responsibilities include

• Conduct legal research and case analysis related to trust administration, probate, and conservatorship matters
• Communicate with clients, experts, courts, and third parties to provide updates and gather information
• Monitor deadlines, milestones, and court related requirements
• Coordinate and prepare materials for hearings, mediations, and attorney meetings
• Maintain electronic and physical case files
• Organize, summarize, and maintain case related information
• Prepare reports, correspondence, chronologies, and legal summaries
• Provide exceptional client service through clear, professional communication
• Manage legal calendaring and schedule important deadlines
• Manage assigned caseloads and ensure timely progress of all matters
• Track and record billable and nonbillable time entries
• Handle trust administration, trust management, and conservatorship matters
• Collaborate with attorneys and team members to improve case workflows and office procedures
• Prepare Judicial Council forms and supporting legal paperwork
• Support attorneys in developing and implementing legal strategies
• Draft motions, pleadings, petitions, affidavits, declarations, subpoenas, agreements, court orders, and other legal documents
• Review California Probate Code, California Rules of Court, and applicable local rules
• Perform document review and case assessments
• Submit forms, legal filings, and supporting documentation

Requirements

• Minimum 2 years of experience working as a paralegal, legal assistant, or legal secretary
• Experience working with California Trust Administration processes is required. Candidates should possess a strong understanding of trust administration procedures, trust management matters, and conservatorship cases.
• Associate Degree in Paralegal Studies, Legal Assistant Studies, Bachelor’s Degree preferred but not required if the minimum experience is met
• Extensive knowledge of California Trust Administration procedures
• Experience handling trust administration, probate, and conservatorship matters
• Strong case management and legal document preparation skills
• Ability to manage deadlines and prioritize workload effectively
• Excellent written and verbal communication skills in English
• Strong legal research and analytical abilities
• Client focused mindset with a professional and empathetic approach
• Highly organized and detail-oriented work style
• Self starter with the ability to work independently
• Strong problem solving and critical thinking skills
• Accountability and commitment to quality work
• Adaptability and willingness to learn new systems and technologies
• Time management and multitasking abilities
• Professional judgment and discretion when handling sensitive information
• Strong collaboration skills and ability to work effectively with attorneys and legal teams

Location and timezone

Remote, Pacific Standard Time (PST)

Working Hours

Monday to Friday

Expected call volume

Light (5 calls per day on average)

Software and Tools Required

• CRM: Clio Manage
• VOIP: Dialpad
• Other: Microsoft Word, Microsoft Excel, PDF Software, Legal Calendaring Software, Judicial Council Forms, Lawya

Work Shift

8:30 AM - 5:30 PM [PST][PDT] (United States of America)

Languages

English, Spanish