Contract Paralegal - Trust Administration, Conservatorship And/Or Probate

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

Job summary

Une entreprise juridique en pleine croissance à Newport Beach, CA recherche un paralegal contractuel expérimenté. Le candidat idéal fournira des services juridiques pour des affaires de fiducies, planification des besoins spéciaux, et successions. Ce poste à distance nécessite une expertise en administration des fiducies et compétences en gestion des cas.

Qualifications

• Certification de paralegal ou qualification sous California Business & Professions Code 6450.
• Expérience en administration des fiducies, successions, planification des besoins spéciaux ou conservateurs.
• Capacité à gérer des affaires de manière indépendante.

Responsibilities

• Gérer l'administration des fiducies et des affaires de succession de bout en bout.
• Préparer et déposer des requêtes de conservateur et des testaments.
• Communiquer avec les clients et les parties concernées pour obtenir des informations et des mises à jour.

Skills

Compassion

Intelligence

Grit

Strong computer skills

Timekeeping

Remote video software proficiency

Education

Paralegal certification

Tools

MS Office

Microsoft Teams

Zoom

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 start to finish, including preparing notices and deeds
• Preparing and filing Conservatorship and Probate Petitions, managing cases from beginning to end
• Preparing Fiduciary’s Report and Account
• Drafting Petitions and pleadings
• Filing documents with the Court, including e-filing
• Recording deeds via Simplifile and County Recorder Offices
• Preparing Judicial Council Forms
• Communicating with clients and related parties to obtain information and updates
• Corresponding with the Court and probate examiners
• Responding to Probate notes and preparing Supplements
• 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, including MS Office, timekeeping, and remote video software like Microsoft Teams and Zoom
• Character with compassion, intelligence, and grit
• Experience in Trust Administration, Decedent’s Estates, Special Needs Planning, Conservatorships, or Probate
• Ability to manage cases independently from start to finish

About the Company:

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides personalized legal services, helping clients protect loved ones and assets during significant life changes. We focus on Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate, without engaging in litigation services.