Estate Planning, Probate, Trust Administration & Conservatorship Paralegal

We are a growing Trust, Estates, and Special Needs law firm located in Newport Beach that is seeking a full-time Estate Planning, Probate, Trust Administration & Conservatorship Paralegal. This is 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 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.

$27 - $37 hourly DOE + bonus

Our ideal Paralegal would have demonstrated experience in the following areas:

Preparing Accountings for Court Supervised and Non-Court Supervised matters in Any of the following areas:

• Trust Administration
• Special Needs
• Probate
• Conservatorship Estates

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
• Scheduling Court appearances
• 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 Steps, and/or a customer service background are a plus!

If the statements below describe you, then you may be our next awesome Paralegal!

• You are able to work in the office full-time.
• You take pride in your work, possess a degree of attention to detail and are organized.
• You enjoy working in a fast-paced office environment.
• You are a team-oriented person who loves to collaborate with staff members and other professionals involved to get the job done.
• You take initiative for work that needs to be done and are able to complete tasks with minimal supervision.
• Positive attitude!
• You are experienced with calendars, e-mail, spreadsheets, word processing, and the internet.
• You are an awesome juggler of tasks, know how to set priorities, can change gears quickly, and are open to doing even the smallest of tasks.

The Law Office of Susan A. Katzen provides personalized legal services and peace of mind that empowers our clients to plan for and protect the two most important things in their lives: the people they love—especially those loved ones with a disability—and the assets they possess to ensure family harmony.

Why work with us? We value our employees and their individual success! We provide:

• Continuing education
• Professional and personal development opportunities
• Paid vacation
• Paid sick days
• Paid holidays
• Health Insurance Benefits
• 401K plan with employer matching (after the qualification period)

We also love to give back to the community! Volunteer opportunities are available throughout the year.