Junior Paralegal - Estate Planning

Are you a new Paralegal with experience in court cases, interested in Probate and Estate Planning practice areas, and eager to advance in a law firm? Are you detail-oriented, organized, and enthusiastic about learning? If so, you could be the ideal Junior Paralegal for our team in Newport Beach, CA. We are an expanding firm looking for a dedicated, full-time Junior Paralegal. This position offers growth opportunities, challenges, and a supportive work environment. If you seek a long-term career with room to learn and develop, we might be the perfect fit!

$19 - $25 hourly

• Prepare initial drafts of pleadings, trust documents, notices, declarations, supplements, receipts, and correspondence
• Prepare Estate Planning binders and files for client meetings and hearings; research and pulling deeds
• Mail-serve notices, pleadings, and other documents
• Assist with Estate Planning signing appointments, and client meetings in general
• Communicate with clients, courts, financial advisors, trustees, law firms, and other personnel
• File documents with the Court including e-filing, recording documents with the County, checking probate notes, and scheduling court appearances
• Maintain and monitor case progress, deadlines, and important timeframes/milestones
• Manage and document client files and information in law firm’s practice management system
• Answer phones, and schedule/calendar meetings and phone appointments
• Support the office with special projects, as needed, and general administrative duties
• Prioritize workload and independently manage daily tasks

• Minimum of 1 year of experience working as a paralegal or legal assistant
• Paralegal certification or qualify as a paralegal under California Business & Professions Code §6450
• Ability to work independently to manage your workload, multi-task, set priorities, and meet deadlines in a fast-paced office environment
• Excellent communicator who is organized with exceptional attention to detail
• Computer savvy, including proficiency in Microsoft Word and Excel (knowledge of Actionstep is a plus!)

Requirements:

• You Must be available to work and be in the office Monday – Friday, 9:00 a.m. to 5:30 p.m.
• You Must be professional, organized and detail-oriented
• You Must be comfortable interacting with clients, working with various computer programs, databases, and systems
• You Must be reliable, trustworthy, and able to maintain strict confidentiality

We are a growing Estate Planning law firm based in Newport Beach. 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, 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. Our law firm is small enough that everyone is a critical part of the team, yet big enough to offer the security and benefits you want.