Our firm is seeking a positive and compassionate full-time Trust Administration paralegal to add to our team. We are a busy and growing Trust, Estates, and Special Needs law firm located in Newport Beach that is seeking a dedicated individual who enjoys helping others and is looking for a career position where he/she can grow with a firm and 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. We are dedicated to providing thoughtful and practical solutions to support and protect our clients now and in the future, and through life’s changes and challenges. Our ideal candidate is a self-starter, dependable, organized, and detail oriented. We are looking for someone who is a great communicator, both verbally and in writing, and takes initiative, and who can work quickly and efficiently in a fast-paced environment. This individual is able to work independently or in a team environment, and serve our clients with love, care and compassion, so our firm can provide an exceptional client experience. Why work with us? Our firm values its employees and their individual success. We provide company paid continuing education, personal and professional development opportunities, and team building events. We also offer schedule flexibility; paid vacation, sick days, and holidays; health insurance; and, a 401K plan with employer matching. We work every day to cultivate trusted relationships with our clients, our employees, our advisors and our community. We have a friendly, casual work atmosphere yet professional, and believe that every team member deserves work-life balance. We have a superstar team, and truly are passionate about our work. We also love to give back to the special needs community so volunteer opportunities are available throughout the year. We are looking for the right person to join us in this position,and help us support and care for our clients. We practice exclusively in the areas of estate and special needs planning, trust administration, settlement planning, probate, guardianships and conservatorships. Responsibilities: • Manage Trust Administration matters from opening to resolution • Assist with Probate, Special Needs, and Conservatorship matters • Prepare Asset Allocations, Inventories, and Accountings • Draft petitions, Judicial Council forms, and other pleadings on the above matters • Prepare and serve government/agency notices • Research, draft, and record deeds • Meet and communicate with clients, beneficiaries, professional fiduciaries, financial advisors, and court clerks/officers • Draft other legal documents and correspondence • Calendar critical deadlines and meetings • Maintain client files and prepare materials for client meetings EXPERIENCE WITH PREPARING AND FILING CONSERVATORSHIP AND PROBATE PETITIONS, DRAFTING SPECIAL NEEDS PETITIONS, FAMILIARITY WITH GOVERNMENT BENEFITS, AND ACTION STEP, ARE A MAJOR PLUS, BUT NOT REQUIRED. TRAINING IN THESE AREAS WILL BE PROVIDED TO THE RIGHT CANDIDATE. Qualifications: Our ideal Paralegal would have demonstrated experience in the following areas: • At least 3-5 years of Trust Administration experience • Paralegal certification or equivalent • Experience preparing accountings • Ability to manage cases from opening to resolution        • Dependable self-starter who can work under minimal supervision • Organized and have exceptional attention to detail • Excellent at communication skills, both verbally and in writing • Able to multi-task, set priorities and meet deadlines in a fast-paced office environment • A hard-working, dedicated team player, who will strive to contribute to the success of the firm • Computer competency and knowledge of Word, Excel, Adobe Acrobat DC, and DocuSign, and the ability to learn and adapt to practice management systems (familiarity with Actionstep is a huge plus) • Some familiarity with annuities, investment accounts, and structured settlement (but not required) • Certified Notary Public is a plus, but if you are not a notary we will help you become one Compensation: $25 - $36 hourly or DOE, plus bonus

• Manage Trust Administration matters from opening to resolution • Assist with Probate, Special Needs, and Conservatorship matters • Prepare Asset Allocations, Inventories, and Accountings • Draft petitions, Judicial Council forms, and other pleadings on the above matters • Prepare and serve government/agency notices • Research, draft, and record deeds • Meet and communicate with clients, beneficiaries, professional fiduciaries, financial advisors, and court clerks/officers • Draft other legal documents and correspondence • Calendar critical deadlines and meetings • Maintain client files and prepare materials for client meetingsExperience with preparing and filing Conservatorship and Probate Petitions, drafting Special Needs petitions, familiarity with government benefits, and Action Step, are a major plus, but not required. Training in these areas will be provided to the right candidate.