Trust Administration and Probate Paralegal

- 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.

• 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

• Must have demonstrated expertise in Trust Administrations, as well as Conservatorships 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