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Soto Law Group, APC

Paralegal Trust Administration Probate Litigation

Soto Law Group, APC, Newport Beach, California, us, 92659


Exciting opportunity for an experienced Paralegal to join the Trust Administration and Estate Planning team at the Soto Law Group, APC located in Newport Beach, CA. This role offers the chance to work closely with a dynamic team of skilled attorneys and paralegals in providing comprehensive legal services for trust administration and estate planning. The successful candidate will be expected to draft legal documents, conduct research, interview clients, and manage a case docket. As part of this team, you will have access to a competitive salary and benefits, a conducive work environment, and ongoing career development opportunities.Responsibilities:Provide comprehensive legal assistance for trust administration and Estate PlanningCollect financial and personal data from clientsGuide attorneys in drafting and other legal documentsRespond to opposing counsel's queriesFile necessary documents with the courtEnsure client files are updatedAdminister trust operations including funding and distributionManage scanning, copying, phone calls, and client interactionDemonstrate proficiency in Microsoft Office applicationsQualifications:Excellent interpersonal and communication skillsFamiliarity with MS Office: Word, Excel, PowerPoint & OutlookAble to take direction and work independently with little supervision3-5 years of experience as a paralegal or legal assistant in trusts/estates/probate supportHighly organized and detail-orientedBachelor's degree preferred or equivalent certificationCompensation: $28 - $33 hourly

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