Trust Administration Paralegal

This is a fully remote position, open to applicants in Honduras, +3 more states.

📋 Description

• Prepare, review, and file legal documents and court submissions.

• Engage with clients, courts, experts, financial institutions, and other stakeholders.

• Organize legal events, meetings, and important case milestones.

• Coordinate preparations for hearings and activities related to case readiness.

• Conduct reviews of documents and identify pertinent issues.

• Keep track of case deadlines, milestones, and upcoming court obligations.

• Draft pleadings, motions, petitions, affidavits, declarations, discovery documents, subpoenas, agreements, and court orders.

• Manage trust administration and conservatorship issues.

• Collaborate with attorneys to develop legal strategies.

• Oversee assigned caseloads, ensuring timely progress of matters.

• Provide insights on workflow enhancements and operational efficiency.

• Ensure adherence to firm policies and legal standards.

• Assist attorneys with preparations for hearings, mediations, and trials.

• Help with organizing documents, scanning, filing, and managing records.

• Maintain precise records of both billable and non-billable hours.

• Deliver status updates to clients and members of the legal team.

• Keep client files and case management systems current and organized.

• Review the California Probate Code, California Rules of Court, and other relevant regulations.

• Perform legal research and analysis related to trust administration, conservatorships, and probate matters.

• Draft letters, reports, legal summaries, chronologies, and supporting case documentation.

⛳️ Requirements

• At least 2 years of experience as a paralegal.

• Significant experience in California Trust Administration, Trust Management, and Conservatorship matters is mandatory.

• Strong written and verbal communication skills in English are essential.

• Preferred experience with California courts, probate procedures, conservatorship matters, and trust administration processes.

• Expertise in case management.

• Proficiency in legal drafting and document preparation.

• Experience with court filings.

• Skills in legal research and case analysis.

• Ability to manage calendars and deadlines effectively.

• Excellent organizational skills.

• Strong time management abilities.

• Capability to work independently.

• Critical thinking and problem-solving skills.

• Exceptional attention to detail.

• Client service-oriented mindset.

• Sound professional judgment.

• Proactive approach to managing cases.

• Dependability and accountability.

• Patience and empathy when interacting with clients.

• Ability to collaborate effectively with attorneys and legal personnel.

• Willingness to adapt and learn new technologies.

• Proficiency in technology.

• Solution-focused mindset.

• Commitment to high standards of excellence.

• Must be located in the Pacific Standard Time (PST) zone.

• Availability from Monday to Friday.

• Anticipated low call volume, approximately 5 calls per day.

• Required proficiency in Clio, Dialpad, and Microsoft 365.

• All documents and application forms must be submitted in English.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• Fully remote/home-based work position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Opportunities for professional development and training.

• Dedicated support from the team.

• Alignment with our clients' core values.