Exciting opportunity for an experienced Paralegal to join the Trust Administration, Estate Planning and Probate, 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, estate planning, probate, and trust litigation support. The successful candidate will be expected to assist in trust administration, drafting of court documents, conducting research, interviewing clients, and managing 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.

• Provide comprehensive paralegal assistance for trust administration, probate, and trust litigation support
• Collect facts, and personal data from clients
• Assist attorneys with all aspects of Trust Administration, Probate, and Trust Litigation
• Respond to opposing counsel's queries
• File necessary documents with the court
• Ensure client files are updated
• Administer trust, probate, and trust litigation
• Demonstrate proficiency in Microsoft Office applications

Skills

• Excellent interpersonal and communication skills
• Familiarity with MS Office: Word, Excel, PowerPoint & Outlook
• Able to take direction and work independently with little supervision
• 5-7 years of experience as a paralegal or legal assistant in trusts/estates/probate support
• Highly organized and detail-oriented
• Bachelor's degree preferred or equivalent certification

We are a collaborative team of professionals. We work hard, and we play together too! It's a friendly office where we trust each other and value a work-life balance. We support personal and career development and also have quarterly team-building events.

Your experience and/or desire to work in the areas of Estate Planning, Special Needs Planning, Trust Administration, and Probate will add value to our team. We leverage technology and are looking for someone comfortable with Microsoft Office and various legal programs. You will have a strong work ethic, be highly organized, and have exceptional client relationship skills.