Estate Administration Paralegal — Hybrid, 38-Hour Week

Acrnet; Irvine (CA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Employer-funded health plans

Dental and vision coverage

401(k) with employer matching

Life and disability coverage

Employee Assistance Program (EAP)

Holiday and team events

Job summary

Brown & Streza, LLP seeks a detail-oriented paralegal for the Estate Administration team in Irvine. The role demands exceptional client service, strong time management, and meticulous attention to detail in a fast-paced legal environment.

Responsibilities include supporting attorneys, coordinating with financial advisors, preparing court filings, and managing subtrust documents. A 38-hour week with a half-day Friday, and a hybrid schedule await.

Qualifications

• Minimum of two years of paralegal experience.
• Experience in estate administration or estate planning.
• Current ABA-approved paralegal certificate, or attorney attestation.

Responsibilities

• 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.

Skills

Paralegal experience

Estate administration

ABA-approved paralegal certificate

Microsoft Office

Time management

Education

ABA-approved paralegal certificate

Attorney attestation

Tools

Microsoft Office

Windows OS

Job description

Brown & Streza, LLP seeks a detail-oriented paralegal for the Estate Administration team in Irvine. The role demands exceptional client service, strong time management, and meticulous attention to detail in a fast-paced legal environment.

Responsibilities include supporting attorneys, coordinating with financial advisors, preparing court filings, and managing subtrust documents. A 38-hour week with a half-day Friday, and a hybrid schedule await.