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Probate Trust Conservatorship Paralegal

Law Office of Susan A. Katzen

Probate Trust Conservatorship Paralegal

Newport Beach, CA
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. This is an in-person position, applicants must live within commuting distance. Responsibilities: Our ideal Paralegal would have demonstrated experience in the following areas: • At least 2 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 • 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 and Action Step, and/or a customer service background are a major plus! Qualifications: 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 pace 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 hand-holding. • 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)

    • Our ideal Paralegal would have demonstrated experience in the following areas: • At least 2 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 • 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 and Action Step, and/or a customer service background are a major plus!