Contract Paralegal - Trust Administration, Conservatorship And/Or Probate

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

Job summary

An established industry player is seeking a dedicated Contract Paralegal to join its compassionate team in Newport Beach. This remote role offers the opportunity to specialize in Trust Administration, Conservatorships, and Probate, providing essential legal services to clients during significant life changes. The ideal candidate will possess a Paralegal certification and strong expertise in relevant areas, ensuring a supportive environment for clients. Join a firm that prioritizes personalized legal services and values compassion and intelligence in its team members.

Qualifications

• Paralegal certification or qualification under California Business & Professions Code 6450.
• Strong computer skills and experience with MS Office and remote video software.

Responsibilities

• Handling trust administration and decedent's estate matters from beginning to end.
• Preparing and filing Conservatorship and Probate Petitions.

Skills

Trust Administration

Probate

Conservatorships

Special Needs Planning

MS Office

Remote Video Software

Education

Paralegal Certification

Tools

Microsoft Teams

Zoom

Job description

Job 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.

Compensation: $25 - $40 hourly, DOE

Responsibilities:

• Handling trust administration – decedent’s estate matters from beginning to end, including preparing mandatory notices and deeds
• Preparing and filing Conservatorship and/or Probate Petitions
• Preparing 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
• Preparing Judicial Council Forms
• Communicating with clients and ancillary individuals to obtain information and provide updates
• Corresponding with the Court, including clerks and probate examiners
• Checking Probate notes and preparing Supplements to respond
• Understanding California Rules of Court and Local Court Rules for Orange, Los Angeles, Riverside, and San Bernardino Counties

Qualifications:

• Paralegal certification or qualification under California Business & Professions Code 6450
• Strong computer skills, extensive experience with MS Office, timekeeping, and remote video software like Microsoft Teams and Zoom
• Character with compassion, intelligence, and grit
• Experience in Trust Administrations, Decedent’s Estates, Special Needs Planning, Conservatorships, or Probate
• Ability to manage cases from start to finish with minimal supervision

About the Company

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm offers personalized legal services to help clients plan and protect their loved ones and assets. We assist clients through significant life changes, ensuring they feel cared for and supported. Our practice focuses on Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform litigation services.