Contract Paralegal Trust Administration Conservatorship AndOr Probate

Law Office of Susan A. Katzen; California; Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Contract Paralegal to join its dynamic team in Newport Beach. This remote role offers the chance to provide compassionate legal services in areas such as Trust Administrations and Probate. The ideal candidate will have a strong background in handling cases from beginning to end, showcasing attention to detail and excellent communication skills. If you're looking for a fulfilling opportunity to make a difference in clients' lives while working in a supportive environment, this position is perfect for you. Join a firm where your expertise will be valued and your contributions will have a meaningful impact.

Qualifications

• Paralegal certification required under California law.
• Strong computer skills and experience with remote software.

Responsibilities

• Manage trust administration and decedent's estate matters from start to finish.
• Prepare and file Conservatorship and Probate Petitions.

Skills

Compassionate communication

Legal research

Attention to detail

Case management

Education

Paralegal certification

Tools

MS Office Suite

Microsoft Teams

Zoom

Simplifile

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.

Responsibilities:

1. 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.
2. Preparing and filing Conservatorship and/or Probate Petitions, with the ability to handle such cases from beginning to end.
3. Preparing a Fiduciary’s Report and Account.
4. Drafting Petitions and pleadings.
5. Filing documents with the Court, including e-filing.
6. Recording deeds via Simplifile and directly with County Recorder Offices.
7. Preparing Judicial Council Forms.
8. Communications with clients and ancillary individuals to obtain information and documents and provide status updates.
9. Corresponding with the Court, including clerks of the Court and probate examiners.
10. Checking Probate notes and preparing Supplements for the purpose of responding to Probate notes.
11. 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:

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

Compensation:

$25 - $40 hourly, DOE