Estate Planning Paralegal — In-Office, Long-Term Growth

VISTAS LAW GROUP LLP; Ontario (CA); Vor Ort; USD 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

Bonus potential

PTO

Paid parking

Mentorship

Team collaboration

Long-term stability

Zusammenfassung

Vistas Law Group, LLP in Ontario, CA is seeking a dedicated Paralegal to join our estate planning, probate, and trust administration practice. This long-term role supports attorneys through all phases of matters, from client interviews to final filings, with hands-on experience in both transactional and litigation work.

We value emotional intelligence, clear communication, and professionalism. This is a full-time, in-office position, Monday–Friday, with health insurance, paid time off, and

Qualifikationen

• Meets California paralegal qualification requirements under Business & Professions Code § 6450.
• 2+ years of paralegal experience preferred; estate planning, probate, or trust experience is a strong plus.
• Familiarity with California court procedures, Judicial Council forms, and e-filing.
• Strong research skills on Westlaw.
• Proficient in Microsoft Office and Adobe Acrobat.
• Excellent written and verbal communication skills.
• Highly organized, with strong document management and attention to detail.
• Hardworking, reliable, and comfortable working under deadlines.
• Emotionally intelligent, patient, and compassionate with clients in difficult circumstances.
• Looking for a long-term position and committed to growing with one team.

Aufgaben

• Communicate with clients, witnesses, opposing counsel, and court staff with professionalism and sensitivity
• Conduct client calls and help gather asset, family, and case information
• Prepare and file probate petitions, Judicial Council forms, inventories and appraisals, and accountings for attorney review
• Prepare and send required notices, including Notices of Petition to Administer Estate, and arrange publication
• Review probate examiner notes and tentative rulings, and help prepare responses
• Support trust administrations from start to finish, including required notices, and coordination with financial institutions, appraisers, CPAs, and other professionals
• Assist with estate litigation by drafting discovery, preparing pleadings, memoranda, and briefs for attorney review, and organizing exhibits and case files
• Prepare and serve subpoenas, and coordinate with process servers and court reporters
• Summarize deposition transcripts and organize document productions
• Prepare hearing and trial binders, exhibit lists, and witness lists
• Attend hearings, depositions, and mediations with attorneys and take detailed notes
• Conduct legal research on Westlaw and factual investigation, including public records and court dockets, as directed
• Manage court filings, e‑filing, attorney calendars, and deadline tracking
• Keep case files and the case management system well organized, current, and ready for review
• Track time accurately and assist with billing entries
• Provide general administrative support, including answering phones and scheduling client appointments

Kenntnisse

Paralegal experience

Westlaw

Microsoft Office

Adobe Acrobat

Research skills

Communication skills

Organizational skills

Ausbildung

California paralegal qualification

Tools

Westlaw

Microsoft Office

Adobe Acrobat

Jobbeschreibung

Vistas Law Group, LLP in Ontario, CA is seeking a dedicated Paralegal to join our estate planning, probate, and trust administration practice. This long-term role supports attorneys through all phases of matters, from client interviews to final filings, with hands-on experience in both transactional and litigation work.

We value emotional intelligence, clear communication, and professionalism. This is a full-time, in-office position, Monday–Friday, with health insurance, paid time off, and