California Trust & Probate Paralegal — In-Office, Competitive Pay

Ocean Estate Law, PC; United States; Vor Ort; USD 70.000 - 80.000; Vollzeit

Benefits dieser Stelle

Paid vacation

Holidays

401(k) with 3% match

Profit sharing

In-office role

Zusammenfassung

Ocean Estate Law, PC seeks a skilled paralegal to support California estate planning, probate, and trust administration in a full-time, in-office role at our Laguna Hills office. You will work independently, manage files, and communicate clearly with clients and attorneys.

We value strong knowledge of California probate law, a Notary license, and a history of compassionate service to families navigating trusts and estates. Remote work is not available.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Paralegal

Estate planning

Probate

Trust administration

Notary

Ausbildung

Bachelor's degree

Paralegal certificate

Tools

MyCase

SharePoint

Jobbeschreibung

Ocean Estate Law, PC seeks a skilled paralegal to support California estate planning, probate, and trust administration in a full-time, in-office role at our Laguna Hills office. You will work independently, manage files, and communicate clearly with clients and attorneys.

We value strong knowledge of California probate law, a Notary license, and a history of compassionate service to families navigating trusts and estates. Remote work is not available.