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Paralegal (Probate & Conservatorship)

Law Office of Susan A. Katzen

Paralegal (Probate & Conservatorship)

Newport Beach, CA
Full Time
Paid
  • Responsibilities

    Do you want a fulfilling career working for a law firm that strives to enrich the lives of special needs individuals and that assists families achieve peace of mind knowing that their loved ones are protected in the future? We are a Trust, Estates, and Special Needs law firm located in Newport Beach that is seeking a positive and compassionate part-time or full-time Paralegal who is looking for a career position where he/she can grow with a firm, be challenged and work in a familial and collaborative environment. This is not just a job, but a special opportunity to have a fulfilling and satisfying career with a firm known in the community for providing a high standard of legal services and helping clients and their families come out of significant life-changing situations, knowing that they have a team behind them that really cares and advocates for them. Why work with us? Our firm values its employees and their individual success. We provide: • Continuing education • Professional development opportunities • Flexible work schedule • Paid holidays • Paid sick days • Paid vacations • Health insurance • 401K plan with employer matching (after the qualification period) We also love to give back to the special needs community so volunteer opportunities are available throughout the year. Responsibilities: • 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 Court Calls • 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 and Action Step, and/or a customer service background are a major plus Qualifications: Our ideal Paralegal would have demonstrated experience in the following areas: • AT LEAST 2 TO 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 • Conservatorship Estates • Guardianship Estates Compensation: $25 - $36 hourly

    • 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 Court Calls • 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 and Action Step, and/or a customer service background are a major plus