Note: This role is fully remote.

Our prestigious estate planning law firm partner is seeking a talented Trust & Estates Paralegal with a minimum of 2 years of experience to join their team. Located in Newport Beach, CA, they are expanding and need a committed full-time paralegal to excel in a team-based environment, offering growth opportunities and interesting challenges. We are particularly interested in candidates who have expertise in trust accountings, probate, and deed recordings (experience with conservatorships is a plus).

What sets our team apart:

• Thrive in a supportive small-firm culture
• Benefit from performance-based salary raises and bonuses, as well as a clear path for career progression
• Enjoy a modern workspace with stunning views
• Receive competitive pay and comprehensive benefits

Key Duties:

• Prepare probate documents, federal estate tax returns, trust/estate accountings, deed recordings, and funding calculations
• Oversee trust administration, probate cases, and conservatorships
• Create initial drafts of trusts, petitions, proposed orders, declarations, and supplements
• File legal documents, including e-filing when necessary
• Arrange court appearances and organize case files for hearings
• Serve as a point of contact for clients, law firms, trustees, financial advisors, court clerks, and other relevant parties

Desired Skills:

• Minimum of 2 years working in trust & estates law
• Proficient in Microsoft Word and Excel; knowledge of Actionstep is a bonus!