Senior Probate & Conservatorship Paralegal Full-Cycle Case Management | Court Accountings | Trust & Estate Litigation

Wickers, Wickers & Admans LLP is a well-established boutique law firm with more than 30 years of experience serving individuals and families throughout the South Bay, Los Angeles, and Orange County.

Our practice focuses on probate administration, conservatorships, trust and estate litigation, and estate planning. We help clients protect family wealth, honor loved ones' wishes, and resolve complex inheritance disputes—often working proactively to prevent conflict before it arises.

We take pride in delivering exceptional legal representation, thoughtful client service, and high-quality legal work. Our attorneys and staff work collaboratively, combining their knowledge, experience, and dedication to achieve meaningful results for clients.

We are seeking an exceptional Senior Probate & Conservatorship Paralegal who shares our commitment to excellence and is ready to become an integral member of our legal team.

THE OPPORTUNITY

Are you an experienced probate and conservatorship paralegal who can confidently manage cases from beginning to end?

We are looking for a highly skilled, proactive, and detail-oriented professional with substantial hands-on experience handling California probate administration, conservatorships, and court accountings.

The ideal candidate is someone who takes ownership of assignments, anticipates deadlines, identifies potential issues, and independently moves cases forward with minimal supervision.

This is an opportunity for a seasoned paralegal who enjoys meaningful responsibility, complex legal work, direct client interaction, and collaborating with experienced attorneys.

We are specifically seeking a candidate who already possesses the knowledge and practical experience to independently handle probate and conservatorship administration, including the preparation of fiduciary accountings.

Probate & Conservatorship Administration

• Independently manage California probate and conservatorship matters from initial filings through final accounting, distribution, and discharge, with appropriate attorney oversight.

• Prepare and file petitions for probate, appointment of conservators, and related court proceedings.

• Prepare inventories and appraisals, petitions for final distribution, reports, and other required probate and conservatorship documents.

• Independently prepare, review, and reconcile probate, trust, and conservatorship accountings, including supporting schedules, financial records, receipts, disbursements, and asset transactions.

• Track and manage statutory deadlines, court hearings, notice requirements, and filing obligations.

• Coordinate with fiduciaries, beneficiaries, financial institutions, accountants, appraisers, and other professionals.

• Identify missing documentation, discrepancies, and procedural issues and take initiative to resolve them.

• Maintain organized records and proactively advance matters toward completion.

Trust & Estate Litigation Support

• Draft petitions, objections, complaints, motions, discovery requests and responses, and other litigation documents.

• Assist with motions to compel, oppositions, and other contested probate and trust proceedings.

• Conduct legal research and prepare supporting memoranda and case summaries.

• Review, analyze, and organize financial records, discovery responses, and document productions.

• Coordinate subpoenas, deposition materials, expert witness records, and trial preparation.

• Prepare exhibits, hearing binders, chronologies, and supporting documentation.

• Cite-check and proofread briefs and motions for accuracy, consistency, and compliance with California court rules and applicable citation standards.

• Coordinate service of process, electronic filings, and communications with court personnel.

Case Management & Client Service

• Maintain accurate and organized electronic case files using Clio.

• Communicate professionally and proactively with clients, attorneys, opposing counsel, court personnel, and third-party professionals.

• Maintain timely client communications through the firm's Client Portal.

• Manage multiple active matters, prioritize assignments, and independently monitor deadlines.

• Maintain accurate daily timekeeping records and assist attorneys with related administrative processes.

• Prepare, proofread, format, and quality-check legal documents, including redlines, PDFs, and exhibits.

• Exercise discretion and maintain strict confidentiality regarding sensitive client matters.

• Anticipate attorney and client needs, communicate progress, and recommend practical solutions.

REQUIRED QUALIFICATIONS

We are seeking a highly experienced professional who can make an immediate contribution to our practice.

• Substantial hands-on experience in California probate and conservatorship administration, including independently managing matters from commencement through completion.

• Demonstrated proficiency preparing probate and conservatorship court accountings, including financial reconciliations and supporting schedules.

• Thorough working knowledge of California probate procedures, court requirements, and applicable deadlines.

• Excellent legal drafting, proofreading, research, and analytical skills.

• Proven ability to manage multiple cases, establish priorities, and meet deadlines with minimal supervision.

• Exceptional organizational skills, accuracy, and attention to detail.

• Strong proficiency in Microsoft Word, Excel, Outlook, Adobe Acrobat, and legal case management software.

• Excellent written and verbal communication skills, with a professional and compassionate approach to client service.

• Ability to exercise independent judgment, recognize potential issues, and proactively communicate with supervising attorneys.

• Ability to take ownership of assignments while remaining collaborative, accountable, and responsive.

• Ability to work full-time, in person, at our Torrance office.

• Qualifications satisfying California's statutory requirements for paralegals.

HIGHLY DESIRABLE QUALIFICATIONS

• Five or more years of relevant California probate, conservatorship, or trust and estate experience.

• Significant experience preparing complex fiduciary accountings.

• Experience supporting contested probate, conservatorship, and trust litigation.

• Proficiency with Clio legal practice management software.

• Experience with California court electronic filing procedures.

• Experience organizing financial records and preparing supporting documents for forensic accountants and other experts.

• Strong Excel skills, including financial schedules and reconciliations.

• Familiarity with ALWD legal citation standards.

WHAT MAKES A SUCCESSFUL CANDIDATE?

Our ideal candidate is more than a capable legal assistant or document preparer. We are seeking a trusted legal professional who takes pride in managing matters effectively and producing exceptional work.

You will thrive in this position if you:

• Take ownership: You are confident managing cases from start to finish and do not require constant direction.

• Think ahead: You anticipate deadlines, identify missing information, and recognize what needs to happen next.

• Value precision: You understand that accuracy is essential, particularly when preparing court accountings, pleadings, and financial documentation.

• Communicate effectively: You provide timely updates, ask thoughtful questions, and maintain excellent relationships with clients and colleagues.

• Enjoy problem-solving: You approach complicated matters with sound judgment, curiosity, and initiative.

• Embrace teamwork: You work independently but value collaboration and understand that outstanding client service is a team effort.

• Care about your work: You recognize that probate, conservatorship, and trust matters often involve clients navigating difficult personal and family circumstances.

JOIN OUR TEAM

At Wickers, Wickers & Admans LLP, we believe that exceptional legal work begins with exceptional people.

We value professionals who bring initiative, sound judgment, attention to detail, and a genuine commitment to helping others.

If you are an accomplished California probate and conservatorship paralegal who enjoys managing cases independently, preparing accurate court accountings, and contributing to a respected boutique law firm, we would welcome the opportunity to learn more about you.

To Apply: Please submit your resume and a brief cover letter highlighting your California probate and conservatorship experience, particularly your experience independently managing cases and preparing court accountings.

Wickers, Wickers & Admans LLP is an equal opportunity employer.

FULL-TIME EMPLOYEE COMPENSATION & BENEFITS

We value talented professionals and recognize the experience, dedication, and expertise they bring to our firm. We offer competitive compensation.

• Health, Dental & Vision Insurance: Available after 60 days of employment.

• Firm-Paid Life Insurance: Provided to eligible employees.

• 401(k) Retirement Plan: With employer matching contributions after six months of employment.

• 10 Paid Holidays: Firm-observed paid holidays annually.

• Annual Performance-Based Bonus: Opportunity to receive a yearly bonus based on established performance factors.

• Professional Development & Career Growth: Opportunities to expand your expertise, take on greater responsibility, and advance professionally.

• Collaborative Work Environment: Work alongside experienced attorneys and dedicated colleagues in a professional, team-oriented setting.

• Meaningful Work: Make a direct impact on clients and families during important and often challenging periods of their lives.