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
Schedule : Monday to Friday
Monday to Friday
Travel requirement : No travel
No travel
Experience :
Wills, trusts, & estate law paralegal : 2 years (Required)
Ability to Relocate :
Newport Beach, CA : Relocate before starting work (Required)
Work Location : In person
Paralegal,Estate Planning,Legal Assistance,Attorneys
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
Trusts & Estates Attorney - GA Admitted - Remote
The attorney will draft and mark up various forms and “how-to” type practical guidance for a wide range of trusts & estates topics dealing specifically with wills, trusts, estates and probate administration. Our client, a leading legal publisher, seeks a Georgia-admitted trusts & estates attorney fo...
Trusts, Estates & Probate Attorney
We are looking for an effective communicator with excellent verbal and written skills, a proactive approach, skilled at thriving in a dynamic environment, and capable of excelling both independently and as part of a team. Demonstrated ability to handle legal matters and clients independently after a...
Trusts & Estates Attorney - IL Admitted - Remote
The attorney will draft and mark up various forms and “how-to” type practical guidance for a wide range of trusts & estates topics, with a focus on probate, fiduciary litigation, guardianships and other contested T&E matters. Our client, a leading legal publisher, seeks an Illinois-admitted trusts &...
Trusts & Estates Planning Associate
Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents). Reviewing and monitoring work of paralegals and legal assistants. Falcon Rappaport & Berkman is seeking a Trust and Estates Planning Associate. Falcon...
Trusts & Estates Planning Associate
Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents). Reviewing and monitoring work of paralegals and legal assistants. Falcon Rappaport & Berkman is seeking a Trust and Estates Planning Associate. Fa...
Trusts & Estates Attorney - Remote/Hybrid - 150 hours/month!!
This pivotal role offers a unique opportunity to leverage your expertise in handling complex transactions and providing comprehensive representation to a diverse clientele encompassing high net worth individuals and families. We are seeking an exceptional Trusts & Estates lateral attorney to join ou...
Fully Remote Tax Manager - Trusts and Estates
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!. Do you have 5+ years of Trusts & Estates experience at a mid-large size public accounting firm? If so, please apply today!. We're a public accounting firm looking for a Tax Manager with 5+ years of Trus...
Trust & Estates Paralegal
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. MICROSOFT WORD,trust and estates,Paralegal,Attorneys,Legal Assistants,Legal Advisory,Excel,Estate Plannin...
Trusts, Estates & Probate Attorney
We are looking for an effective communicator with excellent verbal and written skills, a proactive approach, skilled at thriving in a dynamic environment, and capable of excelling both independently and as part of a team. Demonstrated ability to handle legal matters and clients independently after a...
Tax Senior - Trusts and Estates
The Trust & Estates Tax Senior will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning d...