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

Our reputable client, an established estate planning law firm, is seeking a skilled and experienced Probate Paralegal to join their newly established office in Newport Beach, CA. With a strong focus on trust accountings, probate, and deed recordings, this position offers an excellent opportunity for career growth and professional development in a collaborative and supportive environment.

Why Join Our Client's Team:

• Thrive in a nurturing small-firm atmosphere
• Benefit from a transparent career advancement trajectory with merit-based salary increases and bonuses
• Work in a vibrant new workspace with stunning views
• Receive attractive compensation package and comprehensive benefits

Key Responsibilities:

• Prepare various legal documents such as probate pleadings, federal estate tax returns, trust/estate accountings, deed recordings, 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:

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