V100 - California Trust Administration Paralegal

Job Duck

3d•$1,400 - $1,700•Remote

About The Position

Join Job Duck as a California Trust Administration Paralegal and play a vital role in supporting attorneys and clients through complex trust administration and conservatorship matters. This opportunity is ideal for a legal professional who enjoys managing cases from start to finish, maintaining exceptional organization, and proactively driving progress without constant oversight. You will work closely with attorneys to develop case strategies, prepare legal documents, coordinate court filings, and ensure important deadlines are met. Success in this role comes from combining strong legal knowledge with excellent communication, empathy, and a genuine commitment to delivering outstanding client service. If you thrive in a fast paced legal environment and take pride in moving cases forward efficiently, we encourage you to apply.

Requirements

Minimum 2 years of experience working as a paralegal, legal assistant, or legal secretary
Experience working with California Trust Administration processes is required. Candidates should possess a strong understanding of trust administration procedures, trust management matters, and conservatorship cases.
Associate Degree in Paralegal Studies, Legal Assistant Studies, Bachelor's Degree preferred but not required if the minimum experience is met
Extensive knowledge of California Trust Administration procedures
Experience handling trust administration, probate, and conservatorship matters
Strong case management and legal document preparation skills
Ability to manage deadlines and prioritize workload effectively
Excellent written and verbal communication skills in English
Strong legal research and analytical abilities
Client focused mindset with a professional and empathetic approach
Highly organized and detail-oriented work style
Self starter with the ability to work independently
Strong problem solving and critical thinking skills
Accountability and commitment to quality work
Adaptability and willingness to learn new systems and technologies
Time management and multitasking abilities
Professional judgment and discretion when handling sensitive information
Strong collaboration skills and ability to work effectively with attorneys and legal teams
Remote, Pacific Standard Time (PST)
Monday to Friday
Light (5 calls per day on average)
CRM: Clio Manage
VOIP: Dialpad
Other: Microsoft Word, Microsoft Excel, PDF Software, Legal Calendaring Software, Judicial Council Forms, Lawya

Nice To Haves

Spanish language proficiency

Responsibilities

Conduct legal research and case analysis related to trust administration, probate, and conservatorship matters
Communicate with clients, experts, courts, and third parties to provide updates and gather information
Monitor deadlines, milestones, and court related requirements
Coordinate and prepare materials for hearings, mediations, and attorney meetings
Maintain electronic and physical case files
Organize, summarize, and maintain case related information
Prepare reports, correspondence, chronologies, and legal summaries
Provide exceptional client service through clear, professional communication
Manage legal calendaring and schedule important deadlines
Manage assigned caseloads and ensure timely progress of all matters
Track and record billable and nonbillable time entries
Handle trust administration, trust management, and conservatorship matters
Collaborate with attorneys and team members to improve case workflows and office procedures
Prepare Judicial Council forms and supporting legal paperwork
Support attorneys in developing and implementing legal strategies
Draft motions, pleadings, petitions, affidavits, declarations, subpoenas, agreements, court orders, and other legal documents
Review California Probate Code, California Rules of Court, and applicable local rules
Perform document review and case assessments
Submit forms, legal filings, and supporting documentation