Paralegal

Are you a Paralegal with a strong interest in Trust, Estates, and Special Needs law and seeking opportunities for advancement? If you have meticulous attention to detail, excellent organizational abilities, a collaborative mindset, and a desire for continuous learning, you could be the perfect fit for our team's Junior Paralegal role! Our supportive work environment fosters ongoing career development.

Key benefits of joining us include:

• Ongoing professional growth opportunities
• Generous paid time off for vacation, sick leave, and holidays
• Comprehensive health and vision insurance coverage
• 401k plan with employer-matching contributions (eligibility criteria apply)

Apart from these benefits, we actively engage in volunteer programs supporting the special needs community year-round.

Please be aware that this position mandates full-time, on-site presence in Newport Beach, CA. Remote work arrangements are not feasible for this role.

• Assist with estate planning, trust administration, probate, and conservatorship cases
• Prepare court hearing and client files, initial drafts of pleadings, and other court documents
• Communicate with clients, courts, financial advisors, trustees, law firms, and other personnel
• File documents with the Court, mail-serving documents, and scheduling court appearances
• Assist with client meetings, including Estate Planning signing meetings
• Maintain and monitor case progress, deadlines, and important timeframes/milestones
• Document information in the law firm’s practice management system
• Support the office with answering phones, special projects, and general administrative duties, as needed

• Minimum of 6 months of experience working in a law firm
• Paralegal Certification or qualify as a paralegal under California Business & Professions Code §6450
• Set priorities, manage your own workload, and meet deadlines in a fast-paced office environment
• Excellent communicator and organized with exceptional attention to detail
• Computer savvy, including proficiency in Microsoft Word and Excel (knowledge of Actionstep is a plus!)
• Reliable commute or will relocate prior to starting position