Job Description

- Seeking a dedicated Paralegal with a passion for Trust, Estates, and Special Needs law to join our team in Newport Beach, CA. - Ideal candidate possesses strong attention to detail, excellent organizational skills, a collaborative mindset, and a desire for continuous learning. - Enjoy a supportive work environment focused on your professional development. - Benefits of this position include: * Ongoing opportunities for career growth. * Generous paid time off for vacations, sick days, and holidays. * Comprehensive health and vision insurance coverage. * 401(k) plan with matching contributions (eligibility criteria apply). - Engage in volunteer programs supporting the special needs community. - This role requires full-time, on-site presence in Newport Beach, CA; remote work is not an option. Responsibilities:

• Assist in the handling of estate planning, trust administration, probate, and conservatorship cases while working in Newport Beach, CA, US.
• Prepare all necessary documents required for court hearings, client files, initial drafts of pleadings, and other legal paperwork accurately and promptly.
• Maintain regular communication with clients, courts, financial advisors, trustees, law firms, and relevant personnel as part of daily responsibilities.
• Ensure timely filing of documents with the Court, service of documents by mail, and coordination of court appearances efficiently.
• Participate in client meetings, including those related to Estate Planning signings, to provide essential support and assistance.
• Diligently monitor the progress of cases, track deadlines, and keep a close eye on important milestones throughout the legal process.
• Accurately record and update information in the law firm’s practice management system to maintain organized and detailed records.
• Offer support to the office by managing phone calls, assisting with special projects, and handling general administrative tasks as needed.

Qualifications:

• To be considered for the Junior Paralegal position in Newport Beach, CA, US, a minimum of 6 months of experience working in a law firm is required.
• Applicants should hold a Paralegal Certification or qualify as a paralegal under California Business & Professions Code §6450.
• The ideal candidate must excel in setting priorities, managing their workload, and meeting deadlines in a fast-paced office setting.
• Strong communication skills, exceptional organization, and keen attention to detail are essential qualities for the role.
• Proficiency in Microsoft Word and Excel is necessary, and familiarity with Actionstep is a plus.
• Candidates must have a reliable commute to our Newport Beach location or be willing to relocate before starting the position.

About Company: We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers 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. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.

Job Tags

Full time, Work at office, Remote work, Relocation,

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