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Paralegal

Law Office of Susan A. Katzen

Paralegal

Newport Beach, CA
Paid
  • Responsibilities

    Are you a certified paralegal looking for a firm that will both challenge you and reward your performance and expertise? Do you have at least 2-5 years experience in preparing Accountings for Court Supervised and Non-Court Supervised matters in ANY of the following areas: Trust Administration, Special Needs Trust Administration, Probate, Conservatorship Estates, and/or Guardianship Estates? Are you organized, detail-oriented, and in possession of intellect capable of extraordinary attention to detail? If you answered yes to these questions, then you may be just the paralegal for which we have been searching! The Law Office of Susan A. Katzen provides exceptional personalized legal services and peace of mind that empowers our 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 in order to ensure family harmony. We practice exclusively in the areas of estate planning, special needs planning, trust administration, settlement planning, probate, and conservatorships. We take great pride and satisfaction in helping others make plans for their future and the protection of their loved ones. We are hardworking legal professionals who are focused on providing unparalleled service to our clients. We strive to provide an upbeat and positive workplace for our team. We believe that teamwork is the best way to work and service our clients. We are also a firm that STRONGLY believes in promoting a work/life balance for our employees. We want our employees to be able to spend time with their families and build lives outside of work that help them achieve their hopes and dreams.   Responsibilities: Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits Draft subpoenas and coordinate with process servers Hold client interviews to gather information about their legal problems Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents Aid lawyers in trial preparation by preparing and organizing exhibits, organizing and coordinating witnesses, conducting research on legal articles, and assisting with client meetings and filing motions • Assist attorneys in preparing legal documentation, pleadings, and correspondence • Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible • Arrange law office activity such as drafting documents Our IDEAL Paralegal would have demonstrated experience in the following areas: • At least 2-5 years experience in preparing Accountings for Court Supervised and Non-Court Supervised matters in ANY of the following areas: Trust Administration, Special Needs Trust Administration, Probate, Conservatorship Estates, and/or Guardianship Estates • Fluently Bilingual in Spanish • Preparing a Fiduciary’s Report and Account • Drafting Petitions and pleadings • Filing documents with the Court, including e-filing • Preparing Judicial Council Forms • Calendaring and preparing files for hearings • Mail-Serving documents • Scheduling CourtCalls • 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 • Experience with preparing and filing Conservatorship and Probate Petitions, familiarity with government benefits • Knowledge of ActionStep case management software along with a customer service background are highly desired Qualifications: Completion of a nationally-accredited paralegal program strongly preferred Candidates should possess high-level organizational skills, and time-management skills Must have completed an ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired Strong oral and written communication skills 3+ years of legal service experience under an attorney or lawyer in a law firm setting • Proven ability to speak, read, and write fluently in Spanish and English • Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference • Must have strong interpersonal skills and a talent for writing and grammar • An associate or bachelor’s degree • Paralegal certification or equivalent • A California Notary Public License (or be willing to obtain one) • At least 2 years of experience in legal services under an attorney or lawyer in a law firm setting • Must have great time-management skills, and organizational skills If the statements below describe you, then you may be our next awesome Paralegal! • You take pride in your work, are organized, and possess an aspirational degree of attention to detail • You enjoy working in a fast-paced office environment • You are a team-oriented person who loves to collaborate with staff members and other professionals involved in the case to get the job done • You take initiative on work that needs to be done, and you complete tasks with minimal handholding • You smile when you answer the phone • You are very good with calendars, e-mail, spreadsheets, word processing, and the internet. • Your middle name is “No Drama” • You are an awesome juggler of tasks, know how to set priorities, and can change gears quickly • You do not think scanning and copying are “beneath you” Compensation: $25 - $29 hourly (DOE)

    • Assist attorneys in preparing legal documentation, pleadings, and correspondence • Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible • Arrange law office activity such as drafting documentsOur ideal Paralegal would have demonstrated experience in the following areas: • At least 2-5 years experience in preparing Accountings for Court Supervised and Non-Court Supervised matters in ANY of the following areas: Trust Administration, Special Needs Trust Administration, Probate, Conservatorship Estates, and/or Guardianship Estates • Fluently Bilingual in Spanish • Preparing a Fiduciary’s Report and Account • Drafting Petitions and pleadings • Filing documents with the Court, including e-filing • Preparing Judicial Council Forms • Calendaring and preparing files for hearings • Mail-Serving documents • Scheduling CourtCalls • 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 • Experience with preparing and filing Conservatorship and Probate Petitions, familiarity with government benefits • Knowledge of ActionStep case management software along with a customer service background are highly desired