Trust Administration & Probate Paralegal

Put Your Experience to Work By Helping Families Navigate Trust Administration. At Ocean Estate Law, trust administration is more than paperwork. It is helping a grieving family navigate probate with clarity. It is making sure an estate is settled accurately, respectfully, and on time. Our firm, led by founder Jennifer Elliott, with over 23 years of experience and more than 4,000 estate plans created for California families, is growing. We need a skilled paralegal who takes pride in doing this work well, works independently, and genuinely cares about the people they serve. If you are ready to be the person attorneys and clients rely on, we would love to meet you. What We Offer We support our team so they can do their best work: Competitive pay: $75,000 - $85,000 depending on experience, plus benefitsFull-Time, In-Office: Monday through Friday, 8:30am to 5:00pm Pacific Time; primarily out of our San Clemente, Rancho Santa Margarita or Laguna Hills Office. Remote work is NOT an option.Paid vacation and holidays 401(k) with 3% employer matchProfit-sharing opportunities Compensation: $75,000 - $85,000 yearly DOE + benefits Qualifications 3+ years of paralegal experience in California estate planning, probate, and trust administrationStrong working knowledge of California Probate and Trust Administration LawBachelor's degree and/or paralegal certificate preferred (not required)Active Notary LicenseYou live in or near South Orange County, CA.Valid Driver's License and reliable transportation. Excellent written and verbal communication skills, with strong computer proficiencyExperience with LLCs and corporate matters is a plus Responsibilities Case ManagementManage probate and trust administration files with confidence and minimal supervisionDraft petitions, pleadings, accountings, correspondence, and supporting documentsReview probate notes and ensure timely, accurate court filingsRecord legal documents with the County RecorderPrepare concise case summaries for attorney reviewPrepare trust administration and probate-related documents for attorney and client reviewClient & CommunicationServe as a primary point of contact for clients, providing clarity, compassion, and professionalism throughout their matterCoordinate attorney calendars, appointments, and deadlinesUtilize MyCase, our practice management system, for client communication and coordinationMaintain well-organized, compliant digital files on MyCase and Microsoft SharePoint