Trust & Estates Paralegal

NPAworldwide
Irvine, CA, California, USA
$65K-$90K a year
Full-time

Our esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 3 years of professional experience to join their new office in Newport Beach, CA.

As their firm expands, they're are actively seeking a dedicated full-time paralegal to thrive in a collaborative setting, presenting opportunities for career advancement and engaging challenges.

Be a part of the team and contribute to the ongoing success of their firm.

Why our team excels :

Flourish in a nurturing small-firm atmosphere

Enjoy merit-based salary increases and bonuses, along with a transparent career advancement trajectory

Experience a vibrant new workspace with breathtaking views

Receive attractive compensation and comprehensive benefits

Key Responsibilities :

Prepare probate pleadings, federal estate tax returns, trust / estate accountings, and funding calculations

Manage trust administration, probate, and conservatorships

Draft initial versions of trusts, petitions, proposed orders, declarations, and supplements

File court documents, including e-filing

Coordinate court appearances and organize case files for hearings

Act as a liaison with clients, law firms, trustees, settlement brokers, financial advisors, bond companies, court clerks, and other stakeholders

Qualifications :

Possess a minimum of 3 years of experience in trust & estates law or a related field

Full-time office availability (hybrid options available)

Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!

Job Type : Full-time

Salary : $65,000.00 - $90,000.00 per year

Benefits : 401(k)

401(k)

Dental insurance

Health insurance

Life insurance

Paid sick time

Paid time off

Vision insurance

MICROSOFT WORD,trust and estates,Paralegal,Attorneys,Legal Assistants,Legal Advisory,Excel,Estate Planning,Law Firms,Estate Tax Planning

Possess a minimum of 3 years of experience in trust & estates law or a related field

Full-time office availability

Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!

Job Type : Full-time

30+ days ago
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