Trust Administration & Probate Paralegal

Ocean Estate Law•Laguna Hills, CA

15h•$75,000 - $90,000•Onsite

About The Position

Put Your Experience to Work By Helping Families Navigate Trust Administration. At Ocean Estate Law, trust administration is more than paperwork. It is helping a grieving family navigate probate with clarity. It is making sure an estate is settled accurately, respectfully, and on time. Our firm, led by founder Jennifer Elliott with over 23 years of experience and more than 3,500 estate plans created for California families, is growing. We need a skilled paralegal who takes pride in doing this work well, works independently, and genuinely cares about the people they serve. If you are ready to be the person attorneys and clients rely on, we would love to meet you. WHAT WE OFFER We support our team so they can do their best work: Competitive pay: $75,000 - $90,000 depending on experience, plus benefits Full-time, in-office schedule: Monday through Friday, 8:30 am to 5 pm Paid vacation and holidays 401(k) with 3% employer match Profit-sharing opportunities Free parking Genuine opportunities for long-term growth at a respected, fast-growing firm

Requirements

3+ years of paralegal experience in California estate planning, probate, and trust administration
Strong working knowledge of California Probate Law
Bachelor's degree and/or paralegal certificate preferred (not required)
Active Notary Public commission
Valid Driver's License and reliable transportation
Excellent written and verbal communication skills, with strong computer proficiency

Nice To Haves

Experience with LLCs and corporate matters is a plus

Responsibilities

Manage probate and trust administration files with confidence and minimal supervision
Draft petitions, pleadings, accountings, correspondence, and supporting documents
Review probate notes and ensure timely, accurate court filings
Record legal documents with the County Recorder
Prepare concise case summaries for attorney review
Prepare trust administration and probate-related documents for attorney and client review
Serve as a primary point of contact for clients, providing clarity, compassion, and professionalism throughout their matter
Coordinate attorney calendars, appointments, and deadlines
Greet and welcome clients
Process and scan incoming mail into MyCase, our practice management system
Maintain well-organized, compliant digital and physical files
Provide notary services for both Trust Administration and Estate Planning matters