Trust Administration & Probate Paralegal

Ocean Estate Law, PC; United States; On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive pay

Full-time, in-office

Paid vacation and holidays

401(k) with employer match

Profit-sharing opportunities

Job summary

Ocean Estate Law, PC is seeking a skilled paralegal to support trust administration, probate, and estate planning for California families. The role emphasizes independent work, compassionate client service, and accuracy in document preparation.

Located in Southern California, the position is full-time and in-office with standard business hours. Candidates should have 3+ years of paralegal experience, CA probate knowledge, and a Notary license to apply.

Qualifications

• 3+ years of paralegal experience in California estate planning, probate, and trust administration.
• Strong working knowledge of California Probate and Trust Administration Law.
• Bachelor's degree and/or paralegal certificate preferred (not required).
• Active Notary License.
• Live in or near South Orange County, CA.
• Valid Driver's License and reliable transportation. Excellent written and verbal communication skills, with strong computer proficiency.
• Experience with LLCs and corporate matters is a plus.

Responsibilities

• Case Management for probate and trust administration files with minimal supervision.
• Draft petitions, pleadings, accountings, correspondence, and supporting documents.
• Review probate notes and ensure timely, accurate court filings.
• Record legal documents with the County Recorder.
• Prepare concise case summaries for attorney review.
• Prepare trust administration and probate-related documents for attorney and client review.
• Serve as a primary point of contact for clients, providing clarity, compassion, and professionalism throughout their matter.
• Coordinate attorney calendars, appointments, and deadlines.
• Utilize MyCase and SharePoint for client communication and organized digital files.

Skills

Paralegal experience

Education

Bachelor's degree or paralegal certificate

Tools

MyCase

Microsoft SharePoint

Job description

Put Your Experience to Work By Helping Families Navigate Trust Administration.

At Ocean Estate Law, trust administration is more than paperwork. It is helping a grieving family navigate probate with clarity. It is making sure an estate is settled accurately, respectfully, and on time. Our firm, led by founder Jennifer Elliott, with over 23 years of experience and more than 4,000 estate plans created for California families, is growing. We need a skilled paralegal who takes pride in doing this work well, works independently, and genuinely cares about the people they serve.

If you are ready to be the person attorneys and clients rely on, we would love to meet you.

What We Offer

• Competitive pay: $75,000 - $85,000 depending on experience, plus benefits
• Full-Time, In-Office: Monday through Friday, 8:30 am to 5:00 pm Pacific Time; primarily out of our San Clemente, Rancho Santa Margarita, or Laguna Hills Office. Remote work is NOT an option.
• Paid vacation and holidays 401(k) with 3% employer match
• Profit-sharing opportunities

Compensation: $75,000 - $85,000 yearly DOE + benefits

Qualifications

• 3+ years of paralegal experience in California estate planning, probate, and trust administration
• Strong working knowledge of California Probate and Trust Administration Law
• Bachelor's degree and/or paralegal certificate preferred (not required)
• Active Notary License
• You live in or near South Orange County, CA.
• Valid Driver's License and reliable transportation. Excellent written and verbal communication skills, with strong computer proficiency
• Experience with LLCs and corporate matters is a plus

Responsibilities

• Case Management
• Manage probate and trust administration files with confidence and minimal supervision
• Draft petitions, pleadings, accountings, correspondence, and supporting documents
• Review probate notes and ensure timely, accurate court filings
• Record legal documents with the County Recorder
• Prepare concise case summaries for attorney review
• Prepare trust administration and probate-related documents for attorney and client review
• Client & Communication
• Serve as a primary point of contact for clients, providing clarity, compassion, and professionalism throughout their matter
• Coordinate attorney calendars, appointments, and deadlines
• Utilize MyCase, our practice management system, for client communication and coordination
• Maintain well-organized, compliant digital files on MyCase and Microsoft SharePoint