Probate and Estate Planning Paralegal

Southern California law firm looking for Probate and Estate Planning Paralegal. Main office location in Riverside city. Experience of at least 3-5 years preferred but will interview and consider applicants with 0-3 years of experience. Position will involve answering calls from clients and prospective clients, assisting attorneys in drafting estate plans, helping with document recording, drafting probate/conservatorship/guardianship judicial counsel forms, assisting with trust administrations, and assisting attorneys with and managing general case loads. Must be proficient in Word, Excel, preparing judicial counsel forms, and be comfortable with using database programs. 

Responsibilities:

- Assist attorneys in the preparation of Conservatorships, Trust Administrations, Probate decedent’s estates, and estate planning documents.

Conduct legal research and gather relevant case information

- Organize and maintain case files and documents

- Prepare and draft legal documents, such as pleadings and Judicial Council Forms

- Manage calendars and deadlines for multiple cases

- Perform data entry and maintain accurate records

- Conduct interviews with clients to gather necessary information

- Transcribe legal documents and correspondence

Requirements:

- Minimum of 2 years of experience as a Probate paralegal or similar role

- Proficiency in legal administrative tasks and procedures

- Strong organizational skills with the ability to prioritize tasks effectively

- Excellent written and verbal communication skills

- Knowledge of legal terminology and procedures related to Estate Planning and Probate matters

- Ability to conduct thorough research using various resources

- Familiarity with electronic filing systems and document management software

- Attention to detail and accuracy in all work performed

- Ability to work independently as well as part of a team

Skills:

- Data entry

- Interviewing

- Legal administrative

- Organizational skills

- Probate knowledge

- Administrative tasks

- Research abilities

- Phone etiquette

- Transcription proficiency

Please note that this job description is not exhaustive and may be subject to change or modification as needed.

Pay ranges from $25 to $35 and includes 401k and health benefits.