Litigation Paralegal

About the role

Our client specializes in trust and estate litigation—and we're on a mission to protect trustees from getting sued and beneficiaries from getting screwed. With offices in Orange County and San Diego, our growing team of high-performing litigators and support staff collaborate to bring clarity, confidence, and strategy to every case. We believe great law firms are built by great people—so we hire team players who stay hungry, communicate with radical candor and radical respect, and care deeply about the team win / client win. No jerks allowed.

Case Management & Workflow Oversight

• Manage a portfolio of trust and probate litigation cases from inception through close or trial.
• Monitor case pipeline using reports and review meetings to ensure clients and matters move forward at the right pace.
• Flag and escalate cases that fall outside firm standards, such as:
  • Overdue tasks or deadlines extended more than once
  • Cases with no billable hours in 2-4 weeks (depending on phase)
  • Excessive billable hours compared to phase benchmarks
  • Cases without a next step or future task identified
  • Retainer replenishments overdue
  • Matters open longer than expected
  • Cases approaching trial requiring significant firm resources
• Report status and exceptions to Responsible Attorney weekly.
• Ensure monthly case status meetings occur and case status letters are sent to clients.

Qualifications

• 5+ years of litigation paralegal experience, 3+ specifically in trusts and estates litigation.
• Supported at least 25 depositions and 3 trials directly, including document handling and evidence organization.
• Mastery of Probate Code, CRC, and CCP.
• Fluent in Adobe Acrobat Pro (OCR, Bates stamping, etc.) and familiar with Trial Director or equivalent software.
• Proficient with MS Suite (Outlook, Word, Excel, Teams).
• Proficient with entering time into a CMS such as Clio, etc.
• Bonus if you have experience with iManage.
• Can meet billable requirements with timely, accurate time entries.
• Comfortable in a fast-paced, high-expectation environment.
• Excellent communicator—clear, timely, and collaborative.

Benefits

• PTO
• 401(k) with safe harbor matching
• Medical, dental, and vision insurance
• Health savings & FSA options
• Life insurance
• Paid parental leave
• Paid professional development
• Opportunities for internal growth and leadership