Estate Administration Paralegal — Hybrid, 38-Hour Week

SDCBA Resource Hub; California; Hybrid; USD 65.000 - 85.000; Vollzeit

Benefits dieser Stelle

Medical plans with HSA

Dental and vision coverage

401(k) with employer matching

Employer-paid life and disability

Employee Assistance Program (EAP)

Supplemental insurance plans

Weekly team lunches

Monthly birthday celebrations

Firm-sponsored events

Zusammenfassung

Brown & Streza, LLP in Irvine seeks a detail-oriented paralegal to support the Estate Administration team. You will work closely with attorneys and clients, prepare court filings, and coordinate documentation for estate matters in a fast-paced firm that values precision and client service.

The role emphasizes strong organizational skills, rigorous follow-through, and the ability to manage multiple priorities while delivering high-quality work.

Qualifikationen

• Minimum of two years of paralegal experience
• Experience in estate administration or estate planning
• Current ABA-approved paralegal certificate, or attorney attestation
• Strong follow-up and follow-through skills
• Excellent organizational, time management, and proofreading abilities
• High level of accuracy with exceptional attention to detail
• Proficiency in the Microsoft Office Suite and Windows environment

Aufgaben

• Meet with attorneys and clients to discuss assigned matters or projects
• Support attorneys in preparing for court appearances and client meetings
• Liaise with financial advisors and third parties to obtain necessary documentation
• Prepare court petitions and related judicial documents
• Communicate with courts
• Submit court filings and deed recordings
• Track and calendar court hearing dates, filing deadlines, and administrative timelines
• Prepare subtrust funding documents, including trust allocation statements and deeds
• Coordinate the transfer and re-titling of assets, including real property, financial accounts, and business interests
• Maintain and manage estate administration matters and files

Kenntnisse

Paralegal experience

Estate administration

Time management

Attention to detail

Microsoft Office

Ausbildung

ABA-approved paralegal certificate

Attorney attestation

Tools

Microsoft Office Suite

Windows environment

Jobbeschreibung

Brown & Streza, LLP in Irvine seeks a detail-oriented paralegal to support the Estate Administration team. You will work closely with attorneys and clients, prepare court filings, and coordinate documentation for estate matters in a fast-paced firm that values precision and client service.

The role emphasizes strong organizational skills, rigorous follow-through, and the ability to manage multiple priorities while delivering high-quality work.