Probate Paralegal

Think of this position as the Samwise Gamgee to our Frodo: indispensable, resourceful, and always ready to rise to the occasion. If you’re ready to combine your legal expertise with our unique, nerd-friendly, hard-working culture, this is the opportunity for you!

• Hybrid Flexibility: While some tasks require in-person work at our Lake Forest, CA office, much of your work can be done remotely. (Work from home, Rivendell, or your favorite Shire-like coffee shop.)
• Personality-Friendly Fellowship: Whether you’re a Hobbit, Dwarf, Elf, Wizard, Orc, or something in between, we embrace individuality. We love nerdy quirks, creative minds, and people who make the workplace fun.
• Growth Opportunities: With mentorship from experienced attorneys, this role is perfect for someone looking to advance their paralegal career.
• Tangible Impact: Your work will directly influence the outcomes of cases that make a difference in people’s lives.

Compensation:

$70,000 - $90,000 yearly

Responsibilities:

You’ll play a critical role in the firm, supporting our attorneys and working with existing staff in the following areas:

• Document Preparation: Draft and file probate judicial council forms, petitions, inventories, and accountings.
• Asset Management: Work directly with clients to help gather and manage information about the decedent’s assets and debts.
• Communication: Serve as a bridge between beneficiaries, creditors, and court personnel.
• Distribution: Assist in distributing assets to beneficiaries (no Rings of Power, though).
• Calendar and track critical deadlines across multiple, concurrent matters.

• Legal Research: Research trust laws and relevant case law.
• Document Drafting: Aid in the preparation of motions, supporting papers, and pleadings for trust litigation cases.
• Case Management: Keep case files organized, indexed, and battle-ready.
• Client Interaction: Communicate with clients, gathering crucial information, and keeping them in the loop.
• Trial Preparation: Assist in preparing for trial, including organizing exhibits and maintaining a strategic edge.

Qualifications:

• Minimum 2-3 years working as a paralegal in California probate administration and/or trust litigation.
• Demonstrated working knowledge of California Probate Code, Judicial Council probate forms, and court filing procedures in Los Angeles and/or Orange County probate courts.
• Paralegal Certificate from an ABA-approved program or equivalent education/experience.
• Proficiency in legal research tools, case management software, and Microsoft Office Suite.
• Outstanding written and verbal communication.
• Discretion, confidentiality, and the organizational discipline to manage multiple active matters without dropping a deadline.

About Company

We represent a range of clients, from Major League Baseball organizations and law firms to businesses and individuals, across a focused set of practice areas where we do our best and most meaningful work.

Our culture is smart, direct, and a little bit nerdy. We value strategy as much as storytelling, candor as much as craft, and we believe great teams, like great stories, need all kinds of advocates.

#WHLAW3

Compensation details: 70000-90000 Yearly Salary

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