Senior Trust and Probate Paralegal - Case Management Leader

Law Office of Susan A. Katzen; Newport Beach (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid Holidays

Vacation Time

Sick Leave

Health Insurance

Vision Insurance

401(k) Plan with Employer Matching

Job summary

A prestigious law firm in Newport Beach seeks a Trust Administration & Probate Paralegal. This role offers a competitive salary, educational support, and a comprehensive benefits package. Join us to build a rewarding career while making a difference in clients' lives.

Qualifications

• Demonstrated experience in Trust Administrations, Conservatorships or Probates.
• Strong communicator and enjoys teamwork.

Responsibilities

• Manage Trust Administration cases independently.
• Prepare Trust and Probate financial accountings.
• Submit court paperwork and arrange court appearances.

Skills

Trust Administration

Conservatorships

Probates

Communication

Attention to Detail

Education

Paralegal Certification

Tools

Microsoft Word

Microsoft Excel

Actionstep

Job description

Looking for a talented Trust Administration & Probate Paralegal in Newport Beach, CA, US to embark on a fulfilling long-term journey with ample opportunities for professional advancement to be part of our esteemed law firm, renowned for delivering exceptional legal services to clients and their families. This position is not just a job, it's an opportunity to build a satisfying career with us. Why do we distinguish ourselves from other law firms? • We offer a competitive salary based on experience • Ongoing support for educational pursuits • Clearly outlined paths for improving your professional expertise • Competitive benefits package, inclusive of paid holidays, vacation time, and sick leave • Health and vision insurance coverage • 401(k) plan with employer matching following the eligibility period • Engage with the community by supporting individuals with special needs and engaging in volunteer activities throughout the year. Responsibilities: • Manage Trust Administration cases independently from beginning to end • Take charge of Conservatorship or Probate cases from initiation to completion • Establish and maintain communication with potential and existing clients through various means of contact • Collect, organize, and evaluate asset information efficiently • Prepare Trust and Probate financial accountings • Submit court paperwork, arrange court appearances, and provide support as necessary • Coordinate schedules and prepare client meeting and hearing files Qualifications: • Must have demonstrated experience in Trust Administrations, as well as Conservatorships or Probates • Possession of a Paralegal certification or qualifications that align with the standards of Business & Professions Code Section 6450(c) is required • Proficient in Microsoft Word and Excel, with a preference for familiarity with Actionstep • Strong attention to detail and capable of working independently or as part of a team • Must be a strong communicator and enjoy working in a team enviroment • Must have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the position Compensation: 60,000 - 80,000 yearly

• Manage Trust Administration cases independently from beginning to end • Take charge of Conservatorship or Probate cases from initiation to completion • Establish and maintain communication with potential and existing clients through various means of contact • Collect, organize, and evaluate asset information efficiently • Prepare Trust and Probate financial accountings • Submit court paperwork, arrange court appearances, and provide support as necessary • Coordinate schedules and prepare client meeting and hearing files

Compensation:
$60,000-$80,000 per year