V100 - California Probate & Conservatorship Paralegal

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Job Description:

Join Job Duck as a California Trust Administration Paralegal and play a vital role in supporting attorneys and clients through complex trust administration and conservatorship matters. This opportunity is ideal for a legal professional who enjoys managing cases from start to finish, maintaining exceptional organization, and proactively driving progress without constant oversight. You will work closely with attorneys to develop case strategies, prepare legal documents, coordinate court filings, and ensure important deadlines are met. Success in this role comes from combining strong legal knowledge with excellent communication, empathy, and a genuine commitment to delivering outstanding client service. If you thrive in a fast paced legal environment and take pride in moving cases forward efficiently, we encourage you to apply.

Competitive Monthly Compensation

Responsibilities include, but are not limited to:

Draft motions, pleadings, petitions, affidavits, declarations, subpoenas, agreements, court orders, and other legal documents

Review California Probate Code, California Rules of Court, and applicable local rules

Perform document review and case assessments

Submit forms, legal filings, and supporting documentation

Conduct legal research and case analysis related to trust administration, probate, and conservatorship matters

Communicate with clients, experts, courts, and third parties to provide updates and gather information

Monitor deadlines, milestones, and court related requirements

Coordinate and prepare materials for hearings, mediations, and attorney meetings

Maintain electronic and physical case files

Organize, summarize, and maintain case related information

Prepare reports, correspondence, chronologies, and legal summaries

Provide exceptional client service through clear, professional communication

Manage legal calendaring and schedule important deadlines

Manage assigned caseloads and ensure timely progress of all matters

Track and record billable and nonbillable time entries

Handle trust administration, trust management, and conservatorship matters

Support attorneys in developing and implementing legal strategies

Collaborate with attorneys and team members to improve case workflows and office procedures

Prepare Judicial Council forms and supporting legal paperwork

Requirements:

Minimum 2 years of experience working as a paralegal, legal assistant, or legal secretary

Experience working with California Trust Administration processes is required. Candidates should possess a strong understanding of trust administration procedures, trust management matters, and conservatorship cases.

Associate Degree in Paralegal Studies, Legal Assistant Studies, Bachelor's Degree preferred but not required if the minimum experience is met

Extensive knowledge of California Trust Administration procedures

Experience handling trust administration, probate, and conservatorship matters

Strong case management and legal document preparation skills

Ability to manage deadlines and prioritize workload effectively

Excellent written and verbal communication skills in English

Strong legal research and analytical abilities

Client focused mindset with a professional and empathetic approach

Highly organized and detail-oriented work style

Self starter with the ability to work independently

Strong problem solving and critical thinking skills

Accountability and commitment to quality work

Adaptability and willingness to learn new systems and technologies

Time management and multitasking abilities

Professional judgment and discretion when handling sensitive information

Strong collaboration skills and ability to work effectively with attorneys and legal teams

• •Location and timezone: Remote, Pacific Standard Time (PST)
• •Working Hours: Monday to Friday
• •Expected call volume: Light (5 calls per day on average)
• •Software and Tools Required:
• - CRM: Clio Manage
• - VOIP: Dialpad
• - Other: Microsoft Word, Microsoft Excel, PDF Software, Legal Calendaring Software, Judicial Council Forms, Lawya

Work Shift:

8:30 AM - 5:30 PM [PST][PDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.