Probate & Trust Administration Paralegal

Ocean Estate Law PCLaguna Hills, CA, United States

2 days ago

Job type

Full-time

Job description

Description

Full-Time | In-Office | San Clemente & Laguna Hills, CA

Compensation : $80,000 - $90,000 DOE + Benefits

Create Meaningful Change

Are you a seasoned paralegal with expertise in probate and trust administration? Do you take pride in delivering precise, high-quality work that has a lasting impact on clients and their families? If you do, we'd love to hear from you.

At Ocean Estate Law, we guide individuals and families in safeguarding what matters most while avoiding unnecessary legal complications. As a four-time recipient of the Best Law Firm award, we're proud of the reputation we've earned and the dedicated team behind it.

What We Offer

We believe in supporting our team so they can do their best work and live full lives :

Competitive pay : $80,000 to $90,000 DOE
Full-time, in-office schedule (Monday-Friday, 8 : 30 AM-5 PM)
Paid vacation & holidays
401(k) with 3% matching (after 1 year)
Profit sharing (after 1 year)
Free parking
Growth potential in a respected, fast-growing firm

Responsibilities

Independently manage and organize legal files with minimal supervision

Draft correspondence, petitions, supplements, accountings, and related legal documents

Review probate notes and file appropriate documents with the court

Record legal documents with the County Recorder's Office

Prepare and assemble estate planning documents for attorney and client review

Serve as a primary point of contact for clients and provide high-level support to attorneys

Process incoming mail and scan documents into the case management system

Maintain accurate and well-organized case files

Manage attorney calendars, coordinate scheduling, and track critical deadlines

Prepare concise synopses and case summaries as needed

Qualifications

Minimum of 3 years of paralegal experience in estate planning, probate, trust administration, LLCs, and corporate law

Solid understanding of California Probate Law is essential

Comfortable working in a dynamic, client-focused environment

Highly detail-oriented, organized, and effective at managing time and priorities

Capable of working independently as well as collaboratively within a close-knit team

Excellent written and verbal communication skills, with strong computer proficiency

Bachelor's degree required; paralegal certificate preferred

Must hold an active Notary Public commission

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Probate Paralegal • Laguna Hills, CA, United States