Get Paralegal Jobs

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

Benefits:

401(k)
Paid time off

Schedule:

8 hour shift

Ability to commute/relocate:

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

Education:

Associate (Preferred)

Experience:

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

Work Location: One location

Critical Need Jobs

Paralegal
Ontario, CA
Paralegal
Walnut, CA
Paralegal
Hemet, CA
Paralegal
San Diego, CA
Paralegal
San Diego, CA
Trademark Paralegal
Irvine, CA
Paralegal
San Diego, CA

Employer Information

Browse other Paralegal Jobs in California

  1. Paralegal

    Ontario, CA
    thought-out timeline. You are actively working on improvementsHave: At least 2 years of Paralegal-related experience Bias toward
  2. Paralegal

    Walnut, CA
    thought-out timeline. You are actively working on improvementsHave: At least 2 years of Paralegal-related experience Bias toward
  3. Legal Document Assistant-Paralegal

    Palm Desert, CA
    is seeking an experienced registered LDA or an experienced Paralegal Certificate holder who we can help register as an LDA to join...
  4. Paralegal

    Hemet, CA
    Description The law firm of Davis / Wojcik is seeking a paralegal with 3 to 4 years of experience to work in the employment law d...
  5. Paralegal

    San Diego, CA
    Diego, we maintain an active nationwide judgment portfolio, and its Role The Paralegal is part of our in-house team, reporting
  6. Paralegal

    San Diego, CA
    currently seeks a Paralegal to join the team. The Firmputting "San Diego Paralegal" in the subject line. We
  7. Trademark Paralegal

    Irvine, CA
    Description Trademark Paralegal w/ Fortune 100 GreatestBachelors degree and/or a paralegal certificate preferred. Interested
  8. Litigation Paralegal

    Irvine, CA
    Search is actively seekingLitigation Paralegal for a highly respecteddeclaration or paralegal certificate required
  9. Paralegal

    San Diego, CA
    Paralegal 12/1/22 | San Diego, CA Wilson ElserQualifications * Bachelor's degree required, Paralegal Certificate preferred *...
  10. Litigation Paralegal

    Ontario, CA
    Excellent verbal and written communication * Litigation paralegals need to Actively listen * Litigation paralegal Critical