Paralegal/Legal Assistant (Estate Planning, Probate, Trust Administration)

Seeking Paralegal with Trust, Probate & Estate Planning Experience!

If you have at least 1 year of Estate Planning, Probate, and/or Trust Administration experience as a paralegal or legal assistant, we want to hear from you!

Your responsibilities in this role:

• Provide support to licensed fiduciaries serving clients in the capacity of POA, Trustee, Conservator, or Trusted Advisor.
• Assist in preparing annual/final accountings and statements of account or final settlement, final receipts, and related documentation all in connection with probate estates and informal/small estate proceedings.
• Contacts and coordinates with the probate court and attorneys on the administration of probate estates.
• Trust Administration – Assist appointed Trustee/Fiduciary with various aspects of administering Trusts.
• Coordinates with respective Law Firms on the proper transfer of assets into and out of trusts, including bank accounts, stock transfers and real estate deeds.
• Coordinates and/or effect distributions to trust beneficiaries.
• Performs routine trust reporting functions, including inventories, annual reconciliations and annual trust accountings.

Job requirements - 1 years of Probate & Estate Administration (Required)

• Experience with Clio & ShareFile Software is Preferred, But Not Required.
• Ability to simplify complex problems and build solutions
• Exceptional communication skills that provide the ability to interact with all levels of the organization with a high customer service orientation
• Capable of taking ownership of projects, writing and negotiating, planning and organizing
• Should be knowledgeable of word processing and spreadsheets This opportunity will help build your case management skills, develop client relationships, and provide training to support staff.
• Most importantly, a positive attitude, outside-of-the-box thinking, and the ability to work independently and efficiently.

*Please submit both a brief cover letter and your most recent resume!

Job Type: Part-time

Pay: $19.00 - $30.00 per hour

Benefits:

• Dental insurance
• Life insurance
• Professional development assistance
• Vision insurance

Ability to commute/relocate:

• Newport Beach, CA 92660: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Paralegal: 1 year (Required)
• Writing skills: 1 year (Preferred)
• Customer service: 2 years (Preferred)

Work Location: One location