Probate Paralegal

Key Responsibilities:
- Assist attorneys with probate and estate administration matters from inception to closing.
- Prepare and file probate petitions, inventories, accountings, notices, and other court documents.
- Draft legal correspondence and routine pleadings.
- Maintain and organize probate case files and documentation.
- Monitor court deadlines and ensure timely filings.
- Communicate with clients regarding case status and required documentation.
- Coordinate with courts, financial institutions, title companies, beneficiaries, and other third parties.
- Collect, review, and organize financial records and estate-related documents.
- Assist with asset identification, valuation, and distribution.
- Prepare estate accountings and supporting documentation.
- Schedule hearings, client meetings, and attorney calendars.
- Conduct legal and factual research as needed.
- Maintain confidentiality while handling sensitive client information.
- Perform other administrative and legal support duties as assigned.

Required Qualifications:
- Minimum of 2 years of probate paralegal experience.
- Strong knowledge of probate and estate administration procedures.
- Experience preparing and filing probate court documents.
- Excellent written and verbal communication skills.
- Strong organizational and time management abilities.
- Ability to prioritize multiple cases and deadlines.
- High level of attention to detail.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- Experience using legal case management software.

Preferred Qualifications:
- Paralegal certificate from an ABA-approved program or equivalent experience.
- Experience with estate planning documents.
- Familiarity with electronic court filing systems.
- Notary Public commission (if applicable).

Ideal Candidate Attributes:
- The ideal candidate is proactive, dependable, and compassionate when working with families during sensitive situations.
- They are comfortable managing multiple probate matters simultaneously.
- They possess excellent attention to detail.
- They thrive in a collaborative legal environment while maintaining a high level of professionalism.

Location: California 91, Corona, California, EE. UU.

Skills required for this job:

• Administrative assistance
• Estate administration
• Legal research
• Legal support
• Microsoft 365
• Pleadings