Overview
Paralegal – Trust Administration, Conservatorship/Probate Jobs in Anaheim, California, USA at ZipRecruiter
Position: Contract Paralegal – Trust Administration, Conservatorship And/Or Probate
Job Description
Seeking an experienced Contract Paralegal to join our growing boutique law firm in Newport Beach, CA. The ideal candidate will provide compassionate legal services specializing in Trust Administrations, First Party Special Needs Planning, Conservator ships, and/or Probate. This remote role requires expertise in one or more of these areas and meeting the specified qualifications.
Compensation:
$25 – $40 hourly, DOE
Responsibilities:
Handling trust administration – decedent’s estate matters with the ability to handle such cases from beginning to end, including, but not limited to preparing mandatory notices and deeds.
Experience with preparing and filing Conservatorship and/or Probate Petitions, with the ability to handle such cases from beginning to end.
Preparing a Fiduciary’s Report and Account.
Drafting Petitions and pleadings.
Filing documents with the Court, including e-filing.
Recording deeds via Simplifile and directly with County Recorder Offices.
Preparing Judicial Council Forms.
Communications with clients and ancillary individuals to obtain information and documents and provide status updates.
Corresponding with the Court, including clerks of the Court and probate examiners.
Checking Probate notes and preparing Supplements for the purpose of responding to Probate notes.
Understanding and knowledge of the California Rules of Court and Local Court Rules for Orange County, Los Angeles County, Riverside County, and San Bernardino County.
Qualifications:
Paralegal certification or qualify as a paralegal under California Business & Professions Code 6450.
Has strong computer skills and extensive experience using MS Office Suite, timekeeping, and remote video software such as Microsoft Teams and Zoom.
Is someone of character with compassion, intelligence, and grit.
Experience in any of the following areas in Trust Administrations-Decedent’s Estates, First Party Special Needs Planning, Conservator ships, and/or Probate.
Ability to manage and handle the assigned cases from beginning to end with minimal supervision.
About Company:
We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them.
Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life’s transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservator ships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.
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Title: Paralegal – Trust Administration, Conservatorship/Probate
Company: ZipRecruiter
Location: Anaheim, California, USA
Category: Law/Legal (Legal Secretary), Administrative/Clerical (Legal Secretary)
