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Conservatorship/Probate/Litigation Paralegal

Rehmani & Associates Tustin ,CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Conservatorship/Probate/Litigation Paralegal or Legal Assistant

Paralegal/Legal Assistant for Probate/Conservatorship/Trust Litigation/Estate Planning law firm in Tustin, CA

Seeking a qualified and experienced Conservatorship/Probate/Litigation Paralegal or Legal Assistant. The role entails performing a wide range of complex legal functions requiring knowledge of trust, conservatorship and probate laws.

Responsibilities

·Checking probate notes and preparing supplements to address probate notes

· Experience preparing trust and court accountings a big plus.

· Draft of Trust & probate petitions and ancillary documents from initial engagement to completion;

· Draft petitions, pleadings, court forms, legal documents, and correspondence

· Prepare beneficiary designation forms for life insurance, retirement benefits, annuity contracts;

· Familiar with state court rules, local rules, e-filing, and court procedures.

· Prepare correspondence to beneficiaries and creditors;

· Excellent grammar, proofreading, and English composition skills are also essential.

· Prepare fiduciary accountings; and

· Calendar hearings, depositions, appointments, and mediations

· Support litigation attorneys

· Manage case files

· Draft and format, edit and proofread documents with attention to detail.

Required Qualifications

· Minimum of 2 years of experience working in Conservatorship and/or Litigation

· Excellent oral and written communication skills; and

· Proficient in Microsoft Office, Excel, Outlook

Preferred but NOT Required Qualifications:

· Paralegal certificate

· Certified Notary Public

· Experience with TABS3 & PracticeMaster Software

· Experience with Essential Forms Software

· Experience with Time Keeping & Billing Billable Hours

Skills

· Ability to handle sensitive and confidential material with good judgment and maturity;

· Ability to identify issues and work efficiently;

· Ability to communicate effectively with clients;

· Can take initiative, work with limited direction, and complete tasks in a timely fashion;

· Consistent and proactive follow-up skills with a strong attention to detail;

· Excellent verbal, written, numerical and editing skills;

· Must be able to learn new concepts and computer applications within a high volume and fast-paced environment;

· Must be willing and able to "own" the process and take responsibility for meeting deadlines;

Benefits

· Competitive Pay commiserate of experience

· Health/Dental/Vision - 100% paid by Company- Ask about this to learn more

· Vacation/paid time off

· 401(k) plan

· Bonus Program

Job Type: Full-time

Pay: $18.00 - $26.00 per hour

Rehmani & Associates

Why Work Here?

Extremely competitive benefits. Ask us about them

Address

14751 Plaza Dr. Suite B
Tustin, CA
USA