Estates & Trusts Paralegal - Hybrid, $110k-$130k

Liberty Personnel Services, Inc.; Santa Ana (CA); Hybrid; USD 110,000 - 130,000; Full time

Job summary

Liberty Personnel Services, Inc. is seeking an Estates and Trusts Paralegal for a law firm in Santa Ana. The role supports attorneys in estate planning, probate, and trust administration, requiring strong knowledge of related laws and excellent organizational skills.

The position emphasizes drafting wills and trusts, researching statutes, preparing filings with courts, and communicating with beneficiaries. A Bachelor's in Paralegal Studies and at least 3 years of relevant experience are required.

Qualifications

• Bachelor's degree in Paralegal Studies, Legal Studies, or a related field.
• Minimum 3 years of experience as an Estates and Trusts Paralegal.
• Strong understanding of estate planning, probate, and trust administration laws and procedures.
• Excellent research, analytical, and writing skills.

Responsibilities

• Assist in drafting wills, trusts, powers of attorney, and other estate planning documents.
• Research and analyze relevant estate planning laws and regulations.
• Gather and review client information to prepare estate planning documents accurately.
• Prepare and file estate planning documents with the appropriate courts and agencies.
• Prepare and file petitions for probate, guardianship, and other court proceedings.

Skills

Legal research

Writing

Communication

Organizational skills

Attention to detail

MS Office

Legal databases

Education

Bachelor's degree in Paralegal Studies

Tools

Microsoft Office Suite

Legal research databases

Job description

Liberty Personnel Services, Inc. is seeking an Estates and Trusts Paralegal for a law firm in Santa Ana. The role supports attorneys in estate planning, probate, and trust administration, requiring strong knowledge of related laws and excellent organizational skills.

The position emphasizes drafting wills and trusts, researching statutes, preparing filings with courts, and communicating with beneficiaries. A Bachelor's in Paralegal Studies and at least 3 years of relevant experience are required.