Paralegal
NM Law, APCTustin, CA, US30+ days ago
Job type
- Full-time
Job descriptionPrepare statutory notices, trust accountings, asset inventories, and transfer documentation Coordinate asset appraisals, retitling, and valuations Communicate with trustees, beneficiaries, financial advisors, and accountants to ensure smooth administration Track statutory deadlines, including Probate Code compliance Draft and file probate pleadings, petitions, notices, orders, and related court documents Manage publication requirements and creditor claim processes Coordinate with probate examiners, court clerks, and process servers to ensure accurate and timely filings Prepare inventories, accountings, and proposed orders of distribution Maintain hearing schedules and compliance calendars Assist with entity formation for corporations, LLCs, and partnerships, including filing formation documents, obtaining EINs, and drafting organizational minutes Prepare and maintain corporate governance documents, such as bylaws, operating agreements, and shareholder agreements Manage business compliance requirements, including annual reports, state filings, and meeting minutes Support in drafting and reviewing contracts, purchase agreements, and assignment documents Coordinate business interest transfers in connection with estate and trust administration Serve as the primary point of contact for clients throughout the matter Schedule and coordinate meetings, signings, and closings Keep clients informed with regular updates while maintaining strict confidentiality Manage and organize case and corporate records for easy retrieval Completion of a nationally-accredited paralegal program strongly preferred Candidates 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 preferred 3 years of experience in legal services under an attorney or lawyer in a law firm setting Candidates should possess high-level organizational skills, and time-management skills Must have strong interpersonal skills and talent for writing and grammar 5+ years of paralegal experience, with significant focus on trust / probate law, and at least 2+ years in business transactional support ABA-approved paralegal certificate or equivalent; California Advanced Specialist Certification in Estate Planning, Trust, and Probate preferred In-depth knowledge of probate and trust administration processes and relevant corporate law Proficiency in drafting legal documents, corporate records, and transactional contracts Skilled in legal calendaring, e-filing, and entity management systems Exceptional communication skills and client service orientation Notary license is a PLUS! Anticipates needs, identifies potential issues, and develops solutions with minimal attorney oversight Manages multiple high-value matters with precision, meeting all deadlines without sacrificing accuracy Produces clear, well-organized, and legally sound documents, correspondence, and client communications Builds trust through empathy, professionalism, and responsiveness, especially during sensitive family or business situations Understands corporate structures, governance, and transactions, and can integrate business considerations into estate matters Maintains accuracy in all legal filings, corporate records, and trust accountings Clearly explains complex legal concepts to clients, beneficiaries, and stakeholders Comfortable with legal case management software, entity management platforms, e-filing systems, and Microsoft Office Suite Responds effectively to shifting priorities, unexpected developments, and urgent client needs Competitive salary commensurate with experience Health insurance Retirement plan with employer contribution Paid time off and professional development support Hybrid or flexible work schedule available
Job Description
Job Description
Do you love digging into research and helping people? We’re hiring a paralegal to assist our legal team in preparing legal documents, filing motions, coordinating law office activity, and conducting legal research. Applicants should be experienced, highly organized professionals with great attention to detail. If this sounds like a job you’ll love, apply below.
Compensation :
$75,000 - $95,000 DOE
Responsibilities :
- Coordinate law office activity, including the drafting subpoenas and coordinating with process servers
- Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible
- Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits
- Gather information about legal issues from the client in interviews
- 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
Trust Administration
Probate Administration
Business Transactions
Client & Case Management
Qualifications :
Preferred Attributes
About Company
What We Offer
As a growing practice, we foster a collaborative, professional, and supportive work environment where team members are encouraged to expand their skills, take initiative, and build lasting client relationships. Our culture values professional development, work-life balance, and mutual respect, making us a trusted workplace for talented legal professionals.
Compensation & Benefits :
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Paralegal • Tustin, CA, US