Paralegal, Estate Administration

Brown & Streza LLP • Irvine, CA

6d • Hybrid

About The Position

Brown & Streza is a well-established Orange County law firm with a strong reputation in estate planning, business planning, complex income tax, mergers and acquisitions, and the charitable sector. They are seeking a detail-oriented Paralegal to join their Estate Administration team. The role requires excellent customer service, time management, and attention to detail. The ideal candidate will be comfortable in a fast-paced legal setting, manage multiple priorities professionally, and contribute to the department's efficiency. The firm emphasizes professional development and employee investment.

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
• Professional development opportunities through Brown & Streza Academy, including CLE courses and ongoing learning resources

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed