Job Description Job Description Looking for a talented Trust Administration & Probate Paralegal in Newport Beach, CA, US to embark on a fulfilling long-term journey with ample opportunities for professional advancement to be part of our esteemed law firm, renowned for delivering exceptional legal services to clients and their families. This position is not just a job, it's an opportunity to build a satisfying career with us. Why do we distinguish ourselves from other law firms?We offer a competitive salary based on experienceOngoing support for educational pursuitsClearly outlined paths for improving your professional expertiseCompetitive benefits package, inclusive of paid holidays, vacation time, and sick leaveHealth and vision insurance coverage401(k) plan with employer matching following the eligibility periodEngage with the community by supporting individuals with special needs and engaging in volunteer activities throughout the year. Compensation:$60,000 - $80,000 yearly Responsibilities:Manage Trust Administration cases independently from beginning to endTake charge of Conservatorship or Probate cases from initiation to completionEstablish and maintain communication with potential and existing clients through various means of contactCollect, organize, and evaluate asset information efficientlyPrepare Trust and Probate financial accountingsSubmit court paperwork, arrange court appearances, and provide support as necessaryCoordinate schedules and prepare client meeting and hearing files Qualifications:Must have demonstrated experience in Trust Administrations, as well as Conservatorships or ProbatesPossession of a Paralegal certification or qualifications that align with the standards of Business & Professions Code Section 6450(c) is requiredProficient in Microsoft Word and Excel, with a preference for familiarity with ActionstepStrong attention to detail and capable of working independently or as part of a teamMust be a strong communicator and enjoy working in a team enviromentMust have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the position About Company The Law Office of Susan A. Katzen is a Newport Beach law firm focused on estate planning, special needs planning, and settlement planning. For over 45 years, we've helped families protect what matters most with compassion, clarity, and deep expertise. We offer competitive benefits:We offer competitive benefits:Medical, dental, and vision insurance with employer contribution401(k) with employer matchPaid time off and paid holidaysPaid parking in Newport BeachProfessional development and training opportunitiesA stable, mission-driven environment serving families, individuals, and caregivers If you want your work to support a mission that truly matters and enjoy being a trusted partner to a CEO, this role offers both challenge and meaning.
Job Title
Conservatorship, Trust Administration And Probate Paralegal