Integr8staff, llc. · 1 month ago
Trust and Estates Paralegal
Costa Mesa, CA
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $148K/yr
4+ years expIntegr8staff is seeking an experienced Trust & Estates Paralegal. The role requires technical, organizational, and administrative skills to manage multiple projects in a fast-paced environment while collaborating with attorneys and clients to draft and refine legal documents.
Career PlanningHuman ResourcesRecruitingStaffing Agency
No H1B
Responsibilities
Communicates regularly with the team
Double-checks work product before presenting to attorneys for review and again before sending to clients, their allied advisors (i.e. accountants, financial planners, etc.), or when court filing
Engagement with clients, trustees, and family members to draft and refine essential legal documents, including trusts, wills, powers of attorney, and healthcare directives
Handling post-mortem real estate filings, trustee notifications, and estate tax returns, while ensuring client files are meticulously well organized and accessible
Handles multiple projects simultaneously, prioritizing tasks efficiently in a fast-paced setting
Organizes and maintains internal client files to ensure accessibility and accuracy
Skilled at interpreting Probate Code and extensive knowledge with local court rules and procedures
Support attorneys on a wide range of tasks related to estate planning and trust administration
Possess exceptional technical, organizational, and administrative skills to manage diverse responsibilities in a fast-paced environment
Professionalism and teamwork are crucial, as collaboration with attorneys, colleagues, clients, and the court is integral to the role
Prioritization, flexibility, and adaptability are essential
Billing requirement of 1600 hours per year
Qualification
Required
An ABA-approved paralegal certification or equivalent is required
A minimum of 4-7 years of experience in trust and estates law
Strong understanding of estate planning, probate and trust administration
Excellent written and verbal communication skills
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
High level of professionalism and ability to work collaboratively with a team
Working knowledge of Federal, and U.S. District Courts rules and procedures
Ability to work overtime, evenings, and weekends, as needed
Proficient in Windows 10, Microsoft Outlook, Excel, PowerPoint, Adobe Acrobat Professional, Zoom, and Teams
Possess excellent spelling, grammar, and punctuation skills
Preferred
A bachelor's degree or some college
Net Docs or other document management system
Experience with BNA Forms
Company
Integr8staff, llc.
Integr8staff is a trusted, full-service, California-based employment agency and staffing search firm catering to job and career seekers, small, mid and enterprise-level companies in North America.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase