Trust & Estates Paralegal

Established mid-sized law firm in Santa Ana seeks full-time, experienced trust administration & estate administration paralegal. The successful candidate will have 5+ years of trust administration & estate administration law experience and must be well versed in general trust & estate accounts, conservatorships, as well as the entire administration process.

Responsibilities include administration of wills and trusts; preparing probate administration documents, conservatorship administration documents, estate administration documents, and accounts; Gathering, and inventorying, which includes identifying and valuing of assets; distribution, allocation, and funding of sub-trusts; Drafting of court documents (such as 850 petitions & 17200 petitions); Legal research; Communication with clients and attorney.

The position requires excellent organization, computer skills, and math. Must be detail-oriented, able to work directly with clients, a self-starter who is able to meet deadlines, and works well both independently and as part of a team.

Additional responsibilities for the successful candidate include preparation and review of accounts; review of estate tax returns, and review of federal and state fiduciary income tax returns.

College degree a plus – Paralegal certificate mandatory.

Excellent work environment and competitive compensation.

Qualified candidates are encouraged to apply for immediate consideration.

Please send a résumé with cover letters and salary requirements.

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Experience:

Estate Administration: 5 years (Preferred)

Work Location: In person

Copenbarger & Copenbarger LLP.

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Trust and Estate Administration Paralegal