Trust & Probate Paralegal — CA Estate Administration (In-Office)

Ocean Estate Law, PC; United States; Vor Ort; USD 75.000 - 85.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Full-time, in-office

Paid vacation and holidays

401(k) with employer match

Profit-sharing opportunities

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Paralegal experience

Ausbildung

Bachelor's degree or paralegal certificate

Tools

MyCase

Microsoft SharePoint

Jobbeschreibung

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.