Remote Paralegal - Trust Administration and Probate

Elevate Your Legal Career with Us - Join Our Esteemed Team!

We are thrilled to announce an exciting opportunity for a Paralegal at our distinguished estate planning law firm based in Ventura, CA. In this pivotal role, you will partner closely with our attorneys to provide indispensable legal support, assist in case preparation, and contribute to the delivery of exceptional legal services for our clients.

Flexible Work Options

You will enjoy the flexibility to select your preferred work arrangement—whether working entirely remotely, in a hybrid model, or on-site at our Ventura office.

Key Responsibilities

• Collaborating with attorneys to draft, review, and edit estate planning documents, including wills, trusts, and powers of attorney.
• Conducting comprehensive legal research to support case strategies, ensuring accuracy and relevance.
• Assisting in the preparation for client meetings by gathering pertinent information and documents.
• Managing and organizing client files to maintain accuracy and meet filing deadlines.
• Preparing legal documents for execution, including coordinating the notarization process and witness signatures.
• Communicating with clients to provide updates on case progress and address any inquiries.
• Supporting the planning and execution of client seminars and educational workshops.
• Handling administrative tasks, including data entry, record-keeping, and document management.
• Coordinating with external parties, such as opposing counsel, court personnel, and financial institutions.
• Preparing billing invoices and tracking expenses while assisting with client billing records.
• Maintaining the firm's case management system with accurate and updated information.
• Upholding the confidentiality of sensitive client information while adhering to ethical standards.
• Participating in professional development opportunities to enhance your legal knowledge and skills.
• Collaborating effectively with attorneys, fellow paralegals, and support staff to ensure seamless workflows.
  
  

Required Skills

• A Bachelor's degree in paralegal studies or a related field, or an equivalent combination of education and experience.
• At least 2 years of paralegal experience in estate planning law.
• Strong knowledge of estate planning procedures, terminology, and regulations is advantageous.
• Proficiency in legal research, document drafting, and case management software.
• Exceptional organizational skills and attention to detail.
• Clear and effective written and verbal communication skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and legal research databases.
• Understanding of client confidentiality and ethical standards in the legal profession.
• A collaborative team player with a proactive approach to problem-solving.
• A professional demeanor and strong interpersonal skills.
  
  

About Us

We are a vibrant law firm dedicated to delivering outstanding legal services with integrity and a commitment to client satisfaction. We value collaboration, innovation, and excellence in every aspect of our practice. We seek motivated and experienced individuals to contribute to our mission of sustainable growth and achievement of our ambitious objectives.

If you are ready to take your career to the next level and be part of a supportive, professional team, we eagerly await your application!

Employment Type: Full-Time