Probate paralegal jobs in Los Angeles, CaliforniaCreate job alerts

Job Description Collins Law Group's mission it to help people preserve their wealth, both during their lifetime and for their families after death. We believe in creating an enviroment where clients come first and we are the trusted advisors for families in our community. We specialize in Estate Planning. We support our clients with all clients with all areas of grown and protection of their assets, which includes estate planning, financial management, and tax planning. We are looking for an A-team player, with a high level of integrity that is seeking to grow with our growing firm. We are tight knit bunch and want someone who is not just looking for a job, but truly wants to be part of a team. You will be able to county on us, just like we want to be able to count on you. Our growing firm needs an experience paralegal who can roll up their sleeves and do what it takes to deliver a stellar client experience. You will work in an empowered environment that encourages your growth. What You Will Be Doing: 80% Prepare and Manage Client Estate Plans • Prepare and review legal documents including but not limited to: agreements, documents, contracts and letters, • Assist attorney(s) in preparation for estate planning meetings and other legal matters *Track and manager assigned deliverables using designated software and tracking systems. Proactivley communicates when deadlines are at risk of being missed • Coordinate and schedule meetings with clients to collect information needed for their estate plan case, • Print and assemble portfolio binders, packets, Trust ID cards, and letters for clients, • Assist with or conduct signing meetings including being able to explain what the clients are signing and follow-up steps, • Keep all databases up to date with client informaiton, • Keep clients up to date on status of their case, • Process deeds *Assist with and manage post-mortem estate planning activities including probate and trust administration • Meet establied production metrics, • Adhere to all other Collins Law Group policies and procedures 10% Law Firm Administrative Activities • Send Sympathy cards, and coordincate meetings, • Send letters to fiduciaries offereing free meeting, • Provide Administrative support for attorney(s), • Assist with sending information to prospects and clients through email and mail, • Track and report on production including number of cases open, cases closed, days aging for open cases, and turnabround time on closed cases, • Conduct legal research and drafting as requested 10% Complete other projects and other assignments as requested Our Ideal Candidate Our ideal candidate must have a minimum of two years or progressive legal experience performing paralegal or legal assistant work including: drafting and reviewing legal documents experience, preferably in a trust/estate planning law office. MINIMUM QUALIFICATIONS · At least 2 years of progressive legal experience performing paralegal or legal assistant work including: drafting and reviewing legal documents · Experience interacting with clients via phone, email, and in-person preferred · Intermediate to advanced knowledge of Microsoft Outlook, Word and Slack. Working knowledge of other Microsoft Office applications required · Associate degree in paralegal studies or equivalent experience required · Experience using Actionstep or similar practice management software desired · Willingness to become a California Notary · Professional appearance and friendly demeanor · Ability to self-direct and prioritize work to meet internal and external deadlines w/other team members SKILLS & BEHAVIORS · Effective written and verbal communication · Quick learning with the ability to research, learn, and self-teach · Ability to build rapport with individuals of all backgrounds · Able to effectively track and manage competing priorities and meet deadlines · Professional appearance and demeanor · Strong attention to detail with ability to proof documents with a meticulous eye · Ability to self-direct and prioritize work to meet internal and external deadlines · Exercises confidentiality and good judgment in all matters · Timely and dependable team player · Remains flexible and adaptable to new tasks and processes · Exudes and upholds Collins Law Group’s Core Values How to Apply Send an email with subject line: Estate Planning Paralegal – YOUR LAST NAME. Include the following information: 1. Your Name, Address, and phone number, including best time you can be reached. We can call early in the morning or after hours if necessary., 2. Attach your cover letter with why you’re interested in the position and your resume., 3. Include your salary history and requirements. If we feel you meet our requirements for this position, we will contact you to schedule an interview. No phone calls, please. Company DescriptionOur firm's mission is dedicated to creating life-long relationships with our clients, equipping them with the knowledge to make well-informed decisions and providing them with quality estate planning resources. Our values are rooted in operating with integrity, providing a learning environment, and creating a transformational experience for families.Our firm's mission is dedicated to creating life-long relationships with our clients, equipping them with the knowledge to make well-informed decisions and providing them with quality estate planning resources. Our values are rooted in operating with integrity, providing a learning environment, and creating a transformational experience for families.

Job Description We're looking for an organized, detail-oriented, and experienced paralegal to play an important role on our legal team. You'll draft legal documents such as affidavits, prepare briefs, conduct legal research for trial preparation, and keep case files and other important information neatly organized and easily accessible. Our main office is in San Diego, so this would be a remote position. Compensation: $100,000 yearly Responsibilities: • Preparing probate petitions and related documents, • Filing court documents, • Assisting attorneys with all aspects of the case, • Ensuring court deadlines are calendared, • Implementing systems and procedures to ensure that cases progress smoothly, • Perform administrative duties such as answering phone calls and keeping our case filing system organized, so all documents are readily accessible, • Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits, • Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings, • Hold client interviews to gather information about their legal problems, • Coordinate law office activity, including drafting subpoenas and coordinating with process serversQualifications:, • At least 5 years of paralegal experience in civil litigation. Some familiarity with probate litigation cases preferred, • Candidates should possess high-level organizational and time-management skills, • Must have strong interpersonal skills and a talent for writing and grammar, • ABA-approved paralegal certificate program, such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desiredAbout Company Weiner Law is a growing trusts and estates and litigation firm. Our mission is to provide exemplary client service so that clients become raving fans. What makes us unique is that we offer big law experience but in a small firm environment. Clients receive red carpet treatment from start to finish in a personalized manner. Our culture is relaxed and informal. Due to the rapid growth of our firm, there is considerable scope for career progression.

Job Description DEPARTMENT: Gift Services TITLE: Trust and Estate Administrator STATUS: Exempt SALARY RANGE: $72,000 - $75,000 THE SALVATION ARMY MISSION The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. POSITION SUMMARY Provide appropriate estate administration services as assigned. Process trust and estate gifts with accurate and timely identification, valuation and disposition of assets. Oversee the sale of real property as needed. Work independently but always under the direct supervision of the Director of Estate Administration. EDUCATION AND WORK EXPERIENCE: • Paralegal certification from an ABA certified school or college education, preferred, • Minimum five years’ experience as paralegal, or in accounting, finance, banking, probate and trust administration, preferred KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: • Proficiency in Microsoft Outlook, Word, Excel, Access and Power Point is desired, • Ability and willingness to learn new software programs and databases required, • Understanding of legal terminology and concepts of probate and estate administration process, • Understanding of basic accounting methods and procedures, • Must be detail oriented with the ability to produce accurate and complete work, • Excellent oral and written communication skills, including spelling and grammar, • Ability to initiate correspondence and communicate complex issues, • Excellent telephone skills, • Excellent customer service skills and mindset, • Ability to think independently, • Ability to identify key issues and concerns relative to estate matters requiring escalation to management, • Ability to perform thorough self-review and strong attention to detail, • Ability to manage multiple projects to completion on a timely basis, • Ability to work in a fast-paced environment and maintain poise under pressure, • Possess proficient and accurate typing skills, • Ability to research information, • General knowledge of business protocols ESSENTIAL DUTIES AND RESPONSIBILITIES: • Execute and process all matters pertaining to trusts and estates, • Enter tasks in the Gift and Estate Management system (GEMS) and ensure timely follow up for all estate files, • Initiate new gift set up and maintain accurate and complete data in each gift, • Create assets and valuations in GEMS in accordance with Financial Accounting Standards Board (FASB) requirements and TSA policy, including Portfolio Valuations for Outside Managed Trusts, • Create distribution formulas for estate gifts according to TSA policy, • Review incoming mail pertaining to assigned gifts and handle appropriately and timely, • Create and maintain accurate, timely and complete notes in GEMS database pertaining to estate matters, • Create and maintain current tasks for all assigned gifts, • Monitor workflow and use GEMS task and reporting tools to ensure estate matters are handled in an accurate and timely manner, • Initiate correspondence, • Review estate accountings to ensure fees are appropriate and TSA is receiving the correct distribution, • Review attorney receipts for appropriateness and execute / return them in a timely manner, • Work with external vendors in the liquidation of assets and accounts gifted to The Salvation Army., • Collect assets that have escheated to the state as assigned by a manager or director., • Collect information related to real property from various sources (field staff, trustees, executors, title companies, real estate brokers, financial institutions, appraisers, etc.) and analyze information to determine market value, environmental issues, etc., • Obtain Broker’s Market Analysis and research title and cure title defects for real property, coordinating with title companies and county, state and federal agencies., • Draft Gift Services Committee, Board of Directors and Property Council items for review and acceptance of assets., • Oversee transfer of assets, including the drafting of required legal documents, tax forms, change of ownership, recording of deeds, conveyances, title insurance and insurance procurement as necessary., • Assist with the review of listing and purchase and sale agreements, counter offers and oversee escrow process through closing, including examination of escrow instructions for accuracy., • Responsible for managing income and expenses of all real estate assets, including promissory notes secured by deeds of trust., • Perform any other tasks as assigned by the supervisor, ensuring the efficient and compliant administration of trusts and estates, • Answer incoming calls from field personnel and advisors and determine the most appropriate resolution, • Respond to inquiries in a courteous and expedient manner and perform research as necessary, • Assist in the development of policies and procedures related to estate processing, • Serve as a backup to others in the Gift Services Department as necessary, • Assist with opening the mail as assigned, • Perform other special projects and administrative functions as requested, • Escalate issues and concerns to management for resolution, • Driving to conferences or worksites as needed WORK HABITS: • Must adhere to all policies and procedures of The Salvation Army, • Must maintain courteous and cooperative manner when working with others and demonstrate respect and a positive attitude at all times during the assigned workday, • Must be a team player, take initiative, and be flexible in assisting others to the best of their ability to ensure an accurate work product, • Must be organized in work areas, files, etc., contributing to the efficiency and accuracy of work within the assigned workday, • Must be able to comprehend assignments or to ask for clarification in a clear and concise manner until the assignment is understood, • Must exhibit dependability and availability to the divisional staff as well as supervisors regarding assignments, • Must engage in conduct that enables administration to achieve its goals of providing a professional work environment; conduct must not be disruptive to that environment, • Must be willing to put forth best effort at all times during assigned workday, • Must maintain confidentiality PHYSICAL REQUIREMENTS: Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result. • Ability to travel to anywhere in the territory to conduct statistics trainings/seminars., • Ability to sit, walk, stand, bend, squat, climb, kneel, and twist on an intermittent or continuous basis., • Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead., • Ability to operate telephone., • Ability to operate a desktop or laptop computer., • Ability to lift up to 25 lbs. (usually file boxes )., • Ability to access and produce information from a computer., • Ability to understand written information. REPORTS TO: DIRECTOR, ESTATE ADMINISTRATION

Job Description Paralegal Career Consulting Partners has teamed up with a reputable boutique firm serving all of Southern California in both transactional and litigation matters on a wide variety of issues, including bankruptcy, real estate, HOA and condominium law, evictions, contract negotiations, advising businesses, and estate planning. We are looking for a paralegal to work out of our Glendale office. We are seeking a detail-oriented and highly organized Paralegal with a strong focus on discovery to join our legal team. The ideal candidate will have extensive experience in managing the discovery process, including propounding and responding to discovery requests, filing, and ensuring compliance with legal procedures and deadlines. RESPONSIBILITIES INCLUDE: • Prepare written discovery requests, including interrogatories, requests for production of documents, and requests for admissions., • Serve discovery requests to opposing parties in accordance with legal procedures and timelines., • Review and analyze discovery requests received, gather relevant information and documents, and draft comprehensive responses., • Organize, maintain, and manage discovery documents, ensuring all records are properly filed and easily accessible., • File discovery requests, responses, and related motions with the court as required by jurisdictional rules. Maintain accurate records of all filings., • Track and adhere to all deadlines for discovery-related activities, ensuring compliance with legal standards and court requirements., • Conduct legal research to support the discovery process and address any related legal issues or objections., • Communicate effectively with clients to gather information, provide updates, and clarify details related to discovery., • Work closely with attorneys and other legal staff to develop and implement discovery strategies, and to ensure cohesive case management., • Draft and file motions related to discovery disputes, such as motions to compel or protective orders, and manage any resulting court orders., • Experience in civil discovery, case management, law, and motions, • 1 - 3 years experience as a paralegal with a strong emphasis on discovery in a litigious environment., • Real Estate and Probate Background a plus, but not required, • Familiarity with federal and state discovery rules and procedures, • Compensation: $60,000 - $80,000, • 401k match up to 4%, • Glendale, CA

Job DescriptionThe ideal candidate will be a self-starter, who can handle a busy caseload, collection and organization of documents, has great communication, time management, and organizational skills, and can assist the attorneys with probate, trust administration, and family law matters. Law office experience is strongly preferred, but if a candidate does not have actual law firm experience, course work in paralegal studies is required. We are looking for someone who is eager to jump right in and join our team. Compensation commensurate with experience. Responsibilities Work directly with attorneys Review and draft routine legal documents Create and maintain case files Facilitate the meeting of attorney's deadlines by keeping organized schedules and providing timely reminders E-file pleadings Manage and prepare discovery/disclosures Communicate directly with clients and respond to client inquiries Qualifications Experience as a legal assistant or paralegal required (preferably in the areas of probate and/or family law) Bachelor's degree or Paralegal certificate preferred Familiarity with legal documents and terminology Working knowledge of WordPerfect, Essential Forms, Microsoft Excel Strong writing and communication skills Systematic and able to effectively prioritize and meet deadlines Self-starter and ability to work independently Able to work as a team with attorneys and other colleagues Demonstrate a courteous and professional demeanor and ability to translate that demeanor when speaking with clients and other parties/offices

Job DescriptionWe’re seeking a skilled and experienced paralegal to support our growing legal team. The ideal candidate for this position will use their work experience and organizational skills to prepare and maintain legal documents, file motions, interview clients, and conduct legal research. If you’re looking to fill an invaluable position at a firm and love helping others, apply today.Compensation: $20 - $40 hourly Responsibilities: • Hold client interviews to gather information about their legal problems, • Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents, • Prepare legal documents, correspondence, and pleadings such as complaints, interrogatories, subpoenas, deposition notices, pretrial orders, legal briefs, and affidavits, under the supervision of a lawyer, • Draft subpoenas and coordinate with process servers, • Help lawyers prepare for trial by preparing and organizing exhibits, assisting with client meetings, filing motions, conducting research on legal articles, and organizing and coordinating witnesses, • Create shells, type and format a variety of litigation pleadings and discovery documents; prepare documents for filing and service of documents; electronically file and serve court documents as required by state, Federal, and local rules, • All other duties as assigned or requiredQualifications:, • Excellent organizational skills, and time-management skills, • Must have strong interpersonal skills and talent for writing and grammar, • Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference, • 3 years of experience in legal services under an attorney or lawyer in a law firm setting, • ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desiredAbout Company Our law firm was established over 30 years ago in Torrance, CA. The father-daughter legal team provides high-quality professional legal services for clients. The firm appears in Los Angeles and Orange County courts, providing clients with individually tailored representation, with a focus on Probate and Family law matters. Benefits: • We offer compensation and an excellent benefits package., • We offer a full range of elective benefits, including medical, health savings account (with applicable medical plan), dental, vision, supplemental life insurance, and other health and wellness perks., • In addition to elective benefit options, benefited employees receive firm-paid life insurance, 10 paid holidays, and 401(k) with matching contributions.

Job Description Paralegal - Trusts & Estates We’re seeking a skilled and experienced paralegal to support our growing legal team. The ideal candidate for this position will use their work experience and organizational skills to prepare and maintain legal documents, file petitions with the probate court, interview clients, and conduct legal research. If you’re looking to fill an invaluable position at a firm and love helping others, apply today. Compensation: $62,500 - $69,000 yearly Responsibilities: Understand estate planning, trust administration and probate law and procedure Draft legal documents, pleadings, and correspondence such as wills, trusts, powers of attorney, deeds, petitions for probate, notices, and affidavits under the supervision of a lawyer Manage case load, including independently tracking of all deadlines and progress of all matters Help lawyers prepare for hearings and client meetings by organizing and summarizing documents and information provided by clients, assisting with client meetings, following up with clients and others to obtain additional information Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible Qualifications: • Must have strong interpersonal skills and talent for writing and grammar, • Excellent organizational skills, and time-management skills, • Must have completed an ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired, • 3+ years of legal service experience under an attorney or lawyer in a law firm setting, • Completion of a nationally-accredited paralegal program strongly preferredAbout Company At Beach Cities Estate Law, we are more than just a law firm — we are trusted advisors, confidants, and fierce protectors of client's families and legacies. Founded by Angela Bellanca Klenk, who spent a decade honing her expertise at some of LA’s top firms, we pride ourselves on providing personalized, high-quality estate planning services. We focus on helping individuals and families in our community preserve their wealth and navigate the complexities of estate and tax law with confidence. Our team is dedicated, experienced, and ready to welcome a new member who shares our passion for making a difference in clients’ lives. We offer a generous benefits package including health, dental, vision, and life insurance, as well as paid time off. We also offer all team members bonus potential for performance-based results.

Job Description We are looking for an experienced legal assistant who can help the busy attorneys and paralegals at our law office assist clients. You’ll be responsible for managing office correspondence, including answering phone calls and emails, arranging meetings and travel, and ensuring our legal team is aware of upcoming deadlines. You’ll also assist with preparing legal documents and contracts, and perform any other tasks as needed to ensure our firm is operating efficiently. If you work well in a fast-paced environment and consistently deliver a high-quality work product, reach out to us today! Compensation: $52,000 - $80,500 yearly Responsibilities: • Use daily time records to properly process client billing with support from the accounting department, • Manage office correspondence and administrative tasks such as answering phone calls, communicating with opposing attorney offices, taking dictation, responding to emails, and reminding the team of upcoming deadlines, • Schedule meetings and appointments for the team, such as depositions, make travel arrangements, and coordinate with outside vendors for events, • Perform legal research, as needed, with help from attorneys and paralegals, • Undertake other duties as needed to ensure the firm operates efficiently, • Answering phones, obtaining necessary information from callers onto the Clio system for the attorneys, routing calls, and making call logs, • Maintain good client relationships for attorneys, • Create and maintain files, including chronological files, • Complete all document processing and correspondence assignments accurately, • Prepare New Case Matters on Clio for new and existing clients, and engagement letters, • Prepare and process costs and add them to the Billing with receipts, sending them to the appropriate parties, in accordance with the guidelines, • Prepare and arrange Personal Service, Copying, and facsimile requests, • Make all necessary travel arrangements, • Maintain accurate time entries for activities daily, for attorneys and yourself, on the billing software, • Maintain attorney/paralegal calendar, including scheduling and coordinating, telephonic, Zoom, and in-person meetings, • Organize and maintain the common areas throughout the office, • Maintain and Order supplies, • Create shells, type and format a variety of litigation pleadings and discovery documents; prepare documents for filing and service of documents; electronically file and serve court documents as required by state, Federal, and local rules, • All other duties as assigned or requiredQualifications:, • Candidates must have worked with legal software, case management, and docketing programs, • Comfortable working with all Microsoft Office products, • Some college is preferred; high school diploma or equivalent is required, • Organizational skills and communication skills are necessary for this position, • Minimum 1-2 years of experience in a law firm or office environment as an administrative assistant or secretary, • Applicants must be able to type 65 words per minute or faster, • Have at least 3 years of experience as a litigation legal secretary in civil, probate, or family law Competencies: • Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines, and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedule, • Ability to organize and prioritize work assignments, • Must demonstrate initiative, diplomacy, and tact, • Possess excellent written, communication, and proofreading skills with attention to detail, • Ability to function in a professional and polite manner when dealing with clients, co-workers, court personnel, and others, • Reliable, committed, and punctualAbout Company Our law firm was established over 30 years ago in Torrance, CA. The father-daughter legal team provides high-quality professional legal services for clients. The firm appears in Los Angeles and Orange County courts, providing clients with individually tailored representation, with a focus on Probate and Family law matters. Benefits: • We offer compensation and an excellent benefits package., • We offer a full range of elective benefits, including medical, health savings account (with applicable medical plan), dental, vision, supplemental life insurance, and other health and wellness perks., • In addition to elective benefit options, benefited employees receive firm-paid life insurance, 10 paid holidays, and 401(k) with matching contributions.

Executive Assistant to CEO – Westside Foundation $175k - $190k.A prestigious Westside foundation is seeking a high-level Executive Assistant to provide exceptional support to a prominent CEO.This is a unique opportunity for a professional who thrives in a fast-paced, high-stakes environment and ca

Executive Assistant to support our Chief Sales Officer (CSO), Chief Marketing Officer (CMO) and SVP of Sales.If you thrive in a fast-paced, ever-evolving environment and love being the go-to person who keeps things running smoothly, this is the role for you!.This is a hybrid role based in Culver Cit

Our client, a private real estate investment firm, is seeking a highly organized and driven Executive Assistant to support the office of the CEO.This role works closely with a Senior EA and the CEO.The role requires excellent communication skills, strong discretion, and the ability to manage multipl