Established AV rated boutique law firm in Newport Beach is seeking a trust and estates paralegal for immediate hire with 5 to 10 years of experience. The position requires working in the office 5 days per week during normal business hours. The paralegal will be working in the areas of estate planning, trust administration and probate administration. Paralegal certification required. Salary is commensurate with experience. Full benefits such as PTO, Holidays, 401K, medical, dental, vision and life insurance benefits included.
SKILLS, KNOWLEDGE & ABILITIES:
• Assist attorney with the drafting of estate plans
• Assist attorney with the individual trusts and joint trusts at both the first spouse’s death and at the surviving spouse’s death
• Preparation of asset inventories and accountings for trust administrations.
• Determination of exemption allocation, establishment and funding of sub-trusts, and the use and preparation of IRS forms for trust administrations.
• Assist with probate administration and conservatorship matters.
• Draft documents related to trust funding and real property transfers, including deeds, preliminary change of ownership reports, and claims for reassessment exclusions.
• 5 – 10 years full-time law firm experience.
• Be able to manage time efficiently with minimal supervision.
• Experience in tracking and billing time efficiently and accurately is required.
• Self-starter with ability to work independently and as part of a team.
• Strong attention to detail and ability to multi-task is required.
• A paralegal certificate in good standing and in compliance with CLE requirements is required.
• Must be proficient in WordPerfect and MS Office programs.
• Experience with Time Matters and Time Slips
• Works well in a team environment
- Principals only. Recruiters, please don't contact this job poster.
- do NOT contact us with unsolicited services or offers
