Are you a skilled Trust & Estates Paralegal looking for a rewarding long-term career with ample opportunities for professional development? Join our esteemed law firm renowned for delivering exceptional legal services to clients and their families in Newport Beach. This role offers more than just employment; it's a chance to build a fulfilling career with us. **Why Us:** * Ongoing support for educational endeavors * Clear paths to advance your professional expertise * Competitive benefits package, including paid holidays, vacation time, and sick leave * Health and vision insurance coverage * 401(k) plan with employer matching following qualification period Engage with the community by assisting special needs individuals and taking part in volunteer activities year-round. Kindly note that this is a full-time position that requires on-site presence at our Newport Beach office.

• Independently manage cases related to Trust Administration-Decedent’s Estate from start to finish
• Lead Conservatorship cases or Probate cases throughout the entire process
• Initiate and maintain communication with potential and current clients through meetings and other forms of contact
• Efficiently gather, arrange, and assess asset information
• Prepare Trust and Probate accountings
• File court documents, schedule court appearances, and offer assistance as needed
• Organize schedules and prepare case files for client consultations and hearings

• Must have demonstrated expertise in Trust Administrations-Decedent’s Estates, as well as Conservatorships or Probates
• Possession of a Paralegal certification or qualifications that align with the standards of Business & Professions Code Section 6450(c) is required
• Proficient in Microsoft Word and Excel, with a preference for familiarity with Actionstep
• Strong attention to detail and capable of working independently or as part of a team
• Must have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the position

The Law Office of Susan A. Katzen is a Newport Beach law firm focused on estate planning, special needs planning, and settlement planning. For over 45 years, we’ve helped families protect what matters most with compassion, clarity, and deep expertise. We offer competitive benefits:

We offer competitive benefits:

• Medical, dental, and vision insurance with employer contribution
• 401(k) with employer match
• Paid time off and paid holidays
• Paid parking in Newport Beach
• Professional development and training opportunities
• A stable, mission-driven environment serving families, individuals, and caregivers

If you want your work to support a mission that truly matters and enjoy being a trusted partner to a CEO, this role offers both challenge and meaning.