Probate, Trust, Conservatorship Paralegal
Law Office of Susan A. Katzen
Newport Beach, CA US
Posted ago
Law Office of Susan A. Katzen

Do you want a fulfilling career working for a law firm that strives to enrich the lives of special needs individuals and that assists families achieve peace of mind knowing that their loved ones are protected in the future?

We are an entrepreneurial Trust, Estates, and Special Needs law firm located in Newport Beach that is seeking a positive and compassionate part-time or full-time Paralegal who is looking for a career position where he/she can grow with a firm, be challenged, and work in a familial and collaborative environment. This is not just a job, but 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 and 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.

Why work with us? Our firm values its employees and their individual success. We provide:

  • Continuing education
  • Professional development opportunities
  • Flexible work schedule
  • Paid vacation
  • Paid sick days
  • Paid holidays
  • Health insurance
  • 401K plan with employer matching (after the qualification period)

We also love to give back to the special needs community so volunteer opportunities are available throughout the year.

Responsibilities

  • 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
  • Mail-Serving documents
  • Scheduling CourtCalls
  • 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 Step, and/or a customer service background are a major plus!

Qualifications

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

  • At least 2 to 5 years experience in preparing Accountings for Court Supervised and Non-Court Supervised matters in ANY of the following areas:
  • Trust Administration
  • Special Needs Trust Administration
  • Conservatorship Estates
  • Guardianship Estates

Compensation
$25 - $35 hourly
About Law Office of Susan A. Katzen

The Law Office of Susan A. Katzen provides 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 to ensure family harmony. We practice exclusively in the areas of estate planning, special needs planning, trust administration, settlement planning, probate, and conservatorships.

 

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

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

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