Junior Paralegal: Estate & Trust Administration

Law Office of Susan A. Katzen; Newport Beach (CA); On-site; USD 33,062 - 39,950; Full time

Benefits offered by this job

Health insurance

401(k) with employer matching

Paid time off (vacation, sick leave, &

Job summary

The Law Office of Susan A. Katzen in Newport Beach is seeking a Junior Paralegal who is dependable, organized, and eager to learn. The firm specializes in Estate Planning, Special Needs Planning, Trust Administration, Probate, Conservatorships, and Settlement Planning.

Ideal candidates will have a Paralegal Certificate or CA §6450 qualification, be highly organized, and capable of clear communication. This is a hands-on, long-term opportunity with professional development and a supportive team.

Qualifications

• Minimum of six (6) months of experience in a law firm.
• Paralegal Certificate or qualification under California Business Professions Code § 6450.
• Strong follow-through, accountability, and time management.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Word and Excel; Actionstep experience is a plus.

Responsibilities

• Assist with special needs, estate planning, trust administration, probate, and conservatorship cases.
• Prepare court hearing and client files, initial drafts of pleadings, and other court documents.
• Communicate with clients, courts, financial advisors, trustees, law firms, and other personnel.
• File documents with the court, mail-serving documents, and schedule court appearances.
• Assist with client meetings, including Estate Planning signing meetings.
• Maintain and monitor case progress, deadlines, and important timeframes/milestones.
• Document information in the law firm’s practice management system.
• Support the office with answering phones, special projects, and general administrative duties.

Skills

Time management

Communication

Microsoft Word

Microsoft Excel

Attention to detail

Education

Paralegal Certificate

CA Business Professions Code § 6450 qualification

Tools

Actionstep

Job description

The Law Office of Susan A. Katzen in Newport Beach is seeking a Junior Paralegal who is dependable, organized, and eager to learn. The firm specializes in Estate Planning, Special Needs Planning, Trust Administration, Probate, Conservatorships, and Settlement Planning.

Ideal candidates will have a Paralegal Certificate or CA §6450 qualification, be highly organized, and capable of clear communication. This is a hands-on, long-term opportunity with professional development and a supportive team.