We are a boutique law firm that is on track for significant growth in the coming years and needs a Paralegal who can provide compassionate and legal services in Estate Planning, Special Needs Planning Trust Administration, Conservatorships, and Probate.
This is a role for a remote Paralegal who meets the criteria set forth below. We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve.
- Preparing a Fiduciary’s Report and Account
- Drafting Petitions and Pleadings
- Filing documents with the Court, including e-filing
- Preparing Judicial Council Forms
- 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
- Paralegal certification or qualify as a paralegal under California Business & Professions Code 6450.
- Has strong computer skills with extensive experience using MS Office Suite, timekeeping, and remote video software such as Microsoft Teams and Zoom.
- Is someone of character with compassion, intelligence, and grit.
- Experience in the following areas: Special Needs Planning, Trust Administration, Court Accountings, Conservatorships, and/or Probate.
We provide exceptional 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 in order to ensure family harmony. We do good work and take great satisfaction in helping others make plans for the future and protect their loved ones. We practice exclusively in the areas of estate planning, special needs planning, trust administration, settlement planning, administration of settlement trusts, probate, and conservatorships.
