Estate Administration Paralegal - Hybrid Schedule & Growth

McPhail Sanchez, LLC; California; Hybrid; USD 65.000 - 85.000; Vollzeit

Benefits dieser Stelle

Five medical plans (employer-funded HS

Dental and vision coverage

401(k) with employer matching

Employer-paid life and disability

Employee Assistance Program (EAP)

Supplemental insurance plans

Zusammenfassung

Brown & Streza, LLP in Irvine, CA, seeks a detail-oriented Paralegal to support the Estate Administration team. The role emphasizes client interaction, precision, and efficient workflow in a fast-paced legal environment.

You will assist with court filings, document preparation, and asset transfers while collaborating with attorneys and financial professionals. A strong attention to detail and solid organizational skills are essential.

Qualifikationen

• Minimum two years of paralegal experience in estate administration or estate planning.
• ABA-approved paralegal certificate or attorney attestation is required.
• Excellent organizational, time management, and proofreading abilities.

Aufgaben

• Meet with attorneys and clients to discuss matters and projects.
• Support attorneys in preparing for court appearances and client meetings.
• Liaise with financial advisors and third parties to obtain documentation.
• Prepare court petitions and related judicial documents.
• Communicate with courts and submit filings.
• Track and calendar court hearing dates and deadlines.
• Prepare subtrust funding documents and deeds.
• Coordinate transfer and re-titling of assets including real property and accounts.
• Maintain and manage estate administration matters and files.

Kenntnisse

Attention to detail

Time management

Organizational skills

Customer service

Communication skills

Ausbildung

ABA-approved paralegal certificate

Attorney attestation

Tools

Microsoft Office Suite

Jobbeschreibung

Brown & Streza, LLP in Irvine, CA, seeks a detail-oriented Paralegal to support the Estate Administration team. The role emphasizes client interaction, precision, and efficient workflow in a fast-paced legal environment.

You will assist with court filings, document preparation, and asset transfers while collaborating with attorneys and financial professionals. A strong attention to detail and solid organizational skills are essential.