Job Description
Job Description
Job Description
Rehmani & Associates has an opening for a full-time experienced (2+ Years in relevant practice) paralegal or legal assistant to join our firm in Tustin, CA. We are seeking a Probate/Litigation Paralegal to join our growing legal team. The ideal candidate will have experience in probate, litigation, conservatorships, and trust administration, and possess strong organizational skills, attention to detail, and the ability to work independently in a fast-paced environment.
*Please no law school students or graduates waiting for bar*
Responsibilities:
- Assist attorneys with probate, conservatorships and trust administration, including managing and tracking assets, preparation of conservatorship and probate petitions, probate court filings, and litigation related matters.
- Assist with overflow of estate planning, including drafting estate planning documents and maintaining client files’
- Prepare legal documents and correspondence, including drafting pleadings, motions, and discovery requests and law and motion.
- Communicate with clients and other parties to schedule appointments, gather information, and respond to inquiries
- Maintain and organize electronic and physical files
- Perform other duties as assigned
- Assist with client intake
- Calendar court hearing dates and due dates on Outlook
Requirements:
- Bachelor’s degree or paralegal certificate from an ABA-accredited program
- 2+ years of experience in probate, trust administration, conservatorship and/or estate planning
- Experience billing your time with billing software (required)
- Experience with conservatorship and probate petitions
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office and practice management program and billing software
- Ability to work independently and collaboratively as part of a team
- High level of attention to detail
- Strong spelling, writing, and editing skills
- Ability to draft letters with general directions and guidelines
Preferred, but not required if you meet the above qualifications:
- Experience with Conservatorships, Probate, Trust Litigation or Civil Litigation a plus.
- Excellent presentation and attitude to deliver customized service to clients
- Licensed Notary or willingness to obtain Notary license.
- Experience using Essential Forms software
- Experience using Actionstep Legal Software a plus
- Experience using One Legal
License:
- Paralegal (Strongly Preferred)
- Notary (Not Required)
What we offer:
- Health insurance
- Dental Insurance
- 401k and Matching
- Paid holidays
- Paid sick days
- Paid vacation