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Paralegal - Estate and Trust Administration

  • Atticus, Inc.
  • 11/22/22
  • Indian Wells, CA
  • 92210
  • $40,000 - $55,000 / Yearly
  • Full-Time
Desert Law Group is a boutique firm specializing in estate and trust planning and probate administration. We believe in work/life balance and overtime is rare. We also understand that life happens and there may be times when you need to be flexible with your schedule. We have a true team environment, and we work very well together. We are searching for an experienced paralegal to join our team.

About You

You have 3+ years experience in probate and trust administration with a strong attention to detail. You possess a growth mindset and embrace opportunities to learn and grow. You have strong written and oral communication skills and are comfortable working independently as well as being part of the team. You exhibit compassion and patience when dealing with clients. You are a Notary Republic or are willing to become a notary. You are looking for a career and not just a job.

Your duties will include but are not limited to:

Preparing Judicial Council forms and other court pleadings and documents
Interacting with clients on substantive legal matters
Explaining and notarizing clients legal documents
Extensive client contact handling all client calls, questions, and inquiries
Following up with clients on missing our outstanding drafting items
Inputting raw client data into document creation programs and preparing/proofing initial drafts of estate planning, trust administration and probate documents for attorney review
Competently revising documents after attorney review
Gathering, reviewing, and organizing data regarding clients beneficiaries, trustees, agents, other representatives
Sending and tracking correspondence related to trust and probate administration process to clients, advisors, and financial institutions

Your Experience

3+ years experience in estates, probate, and trust administration
Professional demeaner
Working knowledge of Clio Manage and prior experience with legal drafting software
Ability to learn new skills using technology
Possess a growth mindset and embrace opportunity to learn and grow
Strong written and oral communication skills
Advanced knowledge of Mac, Microsoft Word, and Excel

Salary is commensurate with experience.

We value our team and offer:

Profit sharing
Matching 401K
Paid time off
Convenient location
Professional and well-appointed office
Collegial environment

Waiting period may apply. Subject to change without notice.

To apply for this opportunity, please submit a detailed resume and a cover letter telling us why you are searching for a new position, and why you are the best fit for our firm. You are also requested to complete the Indeed skill assessment that will be sent to you.

Thank you for your interest in our firm. We will be contacting those candidates who we believe may be a good fit for us.

Emails sent directly to the firm, phone calls and in-person candidates will not be considered. No agencies please.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year


Paid time off


8 hour shift

Ability to commute/relocate:

Indian Wells, CA 92210: Reliably commute or planning to relocate before starting work (Preferred)


Associate (Preferred)


probate and trust administration: 3 years (Preferred)
Microsoft Office: 3 years (Preferred)

Work Location: One location

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