Contract Paralegal - Trust Administration, Conservatorship and/or Probate

Bighornlaw; Newport Beach (CA); Remote; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a compassionate and skilled Contract Paralegal to join their growing team in Newport Beach. This remote position focuses on Trust Administration, Conservatorships, and Probate, requiring expertise to manage cases from start to finish. The ideal candidate will possess a Paralegal certification and strong computer skills, including proficiency in MS Office and remote video software. Join a dedicated firm committed to providing exceptional legal services that empower clients to navigate significant life changes with care and support. This role offers a unique opportunity to make a meaningful impact in clients' lives while working in a collaborative environment.

Qualifications

• Paralegal certification or qualification under California Business & Professions Code 6450.
• Experience in Trust Administration, Conservatorships, and Probate.

Responsibilities

• Handle trust administration and decedent's estate matters from start to finish.
• Prepare and file Conservatorship and Probate Petitions, manage cases independently.

Skills

Trust Administration

Conservatorships

Probate

Compassion

Intelligence

Grit

Education

Paralegal certification

Tools

MS Office Suite

Microsoft Teams

Zoom

Job description

Contract Paralegal - Trust Administration, Conservatorship and/or Probate

Posted 2 days ago

Description

Seeking an experienced Contract Paralegal to join our growing boutique law firm in Newport Beach, CA. The ideal candidate will provide compassionate legal services specializing in Trust Administrations, First Party Special Needs Planning, Conservatorships, and/or Probate. This remote role requires expertise in one or more of these areas and meeting the specified qualifications.

Responsibilities

• Handling trust administration – decedent’s estate matters with the ability to handle such cases from beginning to end, including, but not limited to preparing mandatory notices and deeds
• Experience with preparing and filing Conservatorship and/or Probate Petitions, with the ability to handle such cases from beginning to end
• Preparing a Fiduciary’s Report and Account
• Drafting Petitions and pleadings
• Filing documents with the Court, including e-filing
• Recording deeds via Simplifile and directly with County Recorder Offices
• Communications with clients and ancillary individuals to obtain information and documents and provide status updates
• Corresponding with the Court, including clerks of the Court and probate examiners
• Checking Probate notes and preparing Supplements for the purpose of responding to Probate notes
• Understanding and knowledge of the California Rules of Court and Local Court Rules for Orange County, Los Angeles County, Riverside County, and San Bernardino County

Qualifications

• Paralegal certification or qualify as a paralegal under California Business & Professions Code 6450
• Strong computer skills and extensive experience using MS Office Suite, timekeeping, and remote video software such as Microsoft Teams and Zoom.
• Character traits: compassion, intelligence, and grit
• Experience in Trust Administrations-Decedent’s Estates, First Party Special Needs Planning, Conservatorships, and/or Probate
• Ability to manage and handle the assigned cases from beginning to end with minimal supervision

Compensation: $25 - $40 hourly, DOE

About Law Office of Susan A. Katzen

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.