Overview
Trust Administration And Probate Paralegal Jobs in Newport Beach, California, USA at Law Office of Susan A. Katzen
– Seeking a skilled Trust Administration & Probate Paralegal in Newport Beach, CA, US for a fulfilling long-term career with abundant opportunities for professional growth.
– Join our prestigious law firm known for providing exceptional legal services to clients and their families in Newport Beach.
– This role offers more than just a job; it’s a chance to establish a rewarding career with us.
Reasons to Choose Us:
Continuous support for educational pursuits
Clearly defined pathways to enhance your professional skills
Competitive benefits package, including paid holidays, vacation time, and sick leave
Health and vision insurance benefits
401(k) plan with employer matching after qualifying period
– Engage with the community by assisting special needs individuals and participating in year-round volunteer activities.
– Please be aware that this is a full-time position that requires physical presence at our Newport Beach office.
Responsibilities:
Independently manage cases related to Trust Administration from start to finish
Lead Conservatorship cases or Probate cases throughout the entire process
Initiate and maintain communication with potential and current clients through meetings and other forms of contact
Efficiently gather, arrange, and assess asset information
Prepare Trust and Probate accountings
File court documents, schedule court appearances, and offer assistance as needed
Organize schedules and prepare case files for client consultations and hearings
Qualifications:
Must have demonstrated expertise in Trust Administrations, as well as Conservator ships 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 have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the position
Compensation:
$28 – $42 hourly DOE
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Title: Trust Administration And Probate Paralegal
Company: Law Office of Susan A. Katzen
Location: Newport Beach, California, USA
Category: Law/Legal, Administrative/Clerical
