We are seeking an experienced (2-5+ years) probate administration paralegal to join the team. Experience in Probate is required. Familiarity in Trust Administrations is preferred; however, the team is willing to train the right person if they have a willingness to learn and demonstrate dedication to the role.

Must be familiar with preparing judicial council forms, supplements, declarations, petitions, ex parte petitions, affidavits, and basic assessor/recorder’s office forms.

Basic understanding of how a Trust works and what is required to do when someone dies. Attention to detail and comfortability with probate accountings and researching the California Probate Code is a plus.

Responsibilities

• Review and summarize intake and estate planning documents.
• Prepare initial drafts of pleadings and petitions.
• Prepare and serve notice documents to interested parties and government agencies.
• Analyze financial statements and prepare inventory and estate accountings.
• Prepare real property transfer documents and related county forms.
• Communicate and correspond with clients, opposing counsel, and formal agencies.
• Utilize the Court’s online services to investigate case dockets, probate notes, and local rules.
• Filing documents with the Court, including e-filing and ex parte procedures.
• Preparing case files for hearings.
• Assist with other administrative tasks in the office.

Qualifications

• Organized and detail-oriented, with the ability to prioritize and multitask.
• Works with a sense of urgency and forethought.
• Excellent knowledge of the English language and proofreading skills, including spelling and grammar.
• Strong knowledge of drafting and editing in Adobe Acrobat and Microsoft Office products (Outlook, Word, and Excel)
• Comfortable preparing Judicial Council Forms using case management software (Smokeball)
• Ability to analyze financial statements and prepare estate accountings.
• Quick learner and knows when to ask for directions.
• Exceptional interpersonal skills and customer service.
• Ability to handle stressful situations in a calm, composed manner and with empathy.
• Ability to learn and adapt to new courts’ and judge’s rules and procedures.
• Must be CLE compliant and able to bill hourly. 
• A notary license is a plus but not required.