Paralegal, Estate Administration
About The Position
Brown & Streza, a trusted Orange County law firm serving high-net-worth families, closely held businesses, and charitable organizations, is seeking a detail-oriented Paralegal to join their Estate Administration team. This role requires exceptional customer service skills, strong time management abilities, and meticulous attention to detail. The ideal candidate will thrive in a fast-paced legal environment, handle competing priorities with professionalism, and contribute to the efficient operation of the department. The firm prioritizes professional development and invests in its people.
Requirements
- Minimum of two years of paralegal experience
- Experience in estate administration or estate planning
- Current ABA‑approved paralegal certificate, or attorney attestation
- Strong follow‑up and follow‑through skills
- Excellent organizational, time management, and proofreading abilities
- High level of accuracy with exceptional attention to detail
- Proficiency in the Microsoft Office Suite and Windows environment
Responsibilities
- Meet with attorneys and clients to discuss assigned matters or projects
- Support attorneys in preparing for court appearances and client meetings
- Liaise with financial advisors and third parties to obtain necessary documentation
- Prepare court petitions and related judicial documents
- Communicate with courts
- Submit court filings and deed recordings
- Track and calendar court hearing dates, filing deadlines, and administrative timelines
- Prepare subtrust funding documents, including trust allocation statements and deeds
- Coordinate the transfer and re-titling of assets, including real property, financial accounts, and business interests
- Maintain and manage estate administration matters and files
Benefits
- Five medical plans — three with an employer-funded HSA
- Dental and vision coverage
- 401(k) with significant employer matching
- Employer-paid life and disability coverage
- Employee Assistance Program (EAP)
- Access to additional supplemental insurance plans
- 38-hour workweek with a half day on Fridays
- Hybrid work schedule (after successfully completing 90 days of employment)
- Eleven paid holidays annually
- Professional development opportunities through Brown & Streza Academy, including CLE courses and ongoing learning resources
- Recognized as a 2025 Top Workplace by the Orange County Register
- Named a 2026 Best Place to Work by the OC Business Journal
- “Raving Fan” service culture grounded in seven core values
- Weekly team lunches and monthly birthday celebrations
- Firm‑sponsored events (e.g., Administrative Professionals Day, Summer Party, Harvest Luncheon, Holiday Party)
- Employee recognition program and in‑office massage offerings
- Newly remodeled office space with state‑of‑the‑art technology
- Newly remodeled on‑site gym, complimentary for employee use
- Courtyard, lounge, and café within the office complex
- Convenient on‑site services, including dry cleaning, auto detailing, and car wash
- Complimentary snacks and refreshments
- Catered lunch provided every Tuesday
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
