Probate and Trust Administration Paralegal

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Job description

Description:

Are you a highly organized and detail-oriented Paralegal looking to join an AMAZING team?

Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you!

We are looking for an ALL-STAR Paralegal who is passionate about serving others and is committed to providing our clients with an exceptional client experience. We are looking for an experienced paralegal who is a self-starter with excellent time-management and organizational skills. Our Paralegals must perform substantive billable legal work under the direction of two or more attorneys in the office. If you are reliable and committed to providing an exceptional experience to those we serve, we want to hear from you!

Shoup Legal, A Professional Law Corporation, is a fast-growing Estate Planning, Trust Administration, and Probate Law Firm located in beautiful Murrieta, California. Our firm is focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Team Members to go above and beyond to service clients in their most desperate hours of need. Our Paralegals are supported by an amazing team who are meticulously selected and trained to be a part of our world-class support staff.

If you are reliable and committed to providing the highest level of care and service to those we serve, we want you!

Our hiring process has been carefully designed to assist us in finding the right fit for our team. There are several steps to the process. Attention to detail and following directions is VERY important for this position, so please take care to follow the instructions carefully. Please note that applicants who do not follow the application instructions will not be considered for the position.

Key Responsibilities:

• Assist attorneys with all aspects of probate and estate administration, including drafting legal documents, preparing court filings, and managing case files
• Communicate with clients, probate courts, and other parties involved in the probate proceedings
• Conduct legal research and analysis related to probate matters
• Maintain accurate and up-to-date records of case information and deadlines
• Assist with scheduling appointments and managing attorney calendars
• Draft Inventory and Appraisals, Accountings and other necessary documents for review by Probate Examiner and submission to Probate Courts
• Communicate with clients on a regular basis throughout the representation with updates
• Assist attorneys in preparing cases for hearings.
• Maintain case management database.
• Daily accurate entry into the Case Management System with no more than 15% of total time allocated to administrative work.

Requirements:

• 2+ years of experience working as a paralegal in a law firm is required, focus on probate and estate administration is preferred
• Ability to reliably commute to the Murrieta, CA office required
• Bachelor's degree and/or paralegal certificate from an ABA-approved program preferred
• A fundamental understanding of estate planning/administration concepts OR related experience is a bonus.
• Possess strong multi-tasking and time management skills
• Be willing to perform administrative tasks as needed
• Superb communication, organizational an interpersonal skills
• Be a self-starter who is also detail oriented
• Display a positive attitude
• Proficiency in Microsoft Office Suite and legal research databases Be able to learn new software with ease
• Have excellent spelling, typing and grammar skills
• Ability to type between 40-50 words per minute
• Ability to work independently and prioritize tasks in a fast-paced environment
• Demonstrate a high degree of discretion, confidentiality and integrity in the handling of personal client information, including following the Rules of Professional Conduct
• Exhibit a strong work ethic with high standards for quality and quantity of work

Compensation details: 25-30 Hourly Wage

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