Note: This position requires employees to be on-site five days a week at our client's Newport Beach, CA office.

Our client, an esteemed estate planning law firm, is seeking a Trust & Estates Paralegal to join their newly established office in Newport Beach, CA. As their firm expands, they are actively looking for a dedicated full-time paralegal with at least 2 years of professional experience. This is a collaborative work environment that offers opportunities for career advancement and engaging challenges. Experience with trust accountings, probate, and deed recordings is a requirement (conservatorships experience is a bonus).

Why Join Our Team:

• Thrive in a nurturing small-firm atmosphere
• Merit-based salary increases and bonuses
• Transparent career advancement trajectory
• Vibrant workspace with breathtaking views
• Attractive compensation and comprehensive benefits

Key Responsibilities:

• Prepare probate pleadings, federal estate tax returns, trust/estate accountings, and deed recordings
• 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:

• Minimum of 2 years of experience in trust & estates law
• Proficient in Microsoft Word and Excel; familiarity with Actionstep is a plus!