Overview
Remote Paralegal – Trust Administration and Probate | WFH Jobs in Ventura, CA at Get It – Executive
Title: Remote Paralegal – Trust Administration and Probate | WFH
Company: Get It – Executive
Location: Ventura, CA
Job Title: Trust Administration and Probate Paralegal – Remote/Hybrid Options
Job Overview
Join our esteemed estate planning law firm as a Trust Administration and Probate Paralegal. We are seeking an experienced legal professional with a deep commitment to excellence in trust administration and probate law. This role is pivotal in providing comprehensive support to our attorneys while ensuring that our clients receive unparalleled service in a collaborative and integrity-driven environment.
Key Responsibilities
Draft, review, and edit critical estate planning documents, including wills, trusts, powers of attorney, and advanced healthcare directives.
Conduct thorough legal research to bolster case strategies, guaranteeing both accuracy and relevance.
Prepare for client meetings by assembling necessary information and documentation.
Organize and maintain precise client files, adhering strictly to deadlines.
Oversee the execution of documents, ensuring notarization and witness signatures are coordinated effectively.
Communicate with clients to provide timely updates and address any inquiries.
Assist in the organization of client seminars, workshops, and educational events.
Manage administrative duties, including data entry, record-keeping, and document management.
Liaise with external parties such as opposing counsel, court personnel, and financial institutions.
Prepare billing invoices, track expenses, and maintain client billing records with accuracy.
Ensure the case management system is updated with precise information.
Uphold the confidentiality of sensitive client information while adhering to ethical standards.
Engage in continuous professional development to stay abreast of evolving estate planning laws and practices.
Collaborate seamlessly with attorneys, fellow paralegals, and support staff to ensure efficient workflows.
Required Skills
In-depth knowledge of probate and trust administration.
Proficient in legal research, document drafting, and case management software.
Exceptional organizational skills with a strong attention to detail.
Excellent written and verbal communication capabilities.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and relevant legal research databases.
Understanding of client confidentiality and adherence to ethical standards.
A proactive, team-oriented approach to problem-solving.
Professional demeanor complemented by strong interpersonal skills.
Qualifications
Bachelor’s degree in paralegal studies or a related field, or an equivalent combination of education and experience.
Minimum of 2 years of experience as a paralegal specializing in estate planning law.
Proven capability to manage multiple tasks and meet deadlines in a dynamic environment.
Career Growth Opportunities
This position not only offers the chance to make a significant impact on our clients’ lives but also presents avenues for professional advancement within our supportive environment. We are dedicated to your growth and are committed to providing resources and opportunities to enhance your expertise and career trajectory.
Why Join Us?
Become part of a reputable firm where your contributions will be valued, and your professional journey will be nurtured. We take pride in our collaborative culture that promotes integrity and client satisfaction. If you are ready to leverage your skills in a meaningful way, we invite you to apply today.
Employment Type: Full-Time
