Trusts and Estates Paralegal

LaBine and Associates

Trusts and Estates Paralegal

Irvine, CA +1 location
Full Time
Paid
  • Responsibilities


    Our esteemed estate planning law firm client is searching for a Trust & Estates Paralegal with at least 3 years of professional experience to join their new Newport Beach, CA office. As their firm expands, they seek 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 the firm.

    Why this is a great opportunity:

    • 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!

    Fulltime with generous benefits package

  • Locations
    Irvine, CA