Probate, Trust & Conservatorship Paralegal in Newport Beach, CA| LawFirmStaff

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Title : Probate, Trust & Conservatorship Paralegal

Location : California - Newport Beach
Refer to Job # PQUQ779825


Probate, Trust & Conservatorship Paralegal Duties: Preparing a Fiduciary's Report and Account. Drafting Petitions and pleadings. Filing documents with the Court, including e-filing. Preparing Judicial Council Forms. Calendaring and preparing files for hearings. Mail-Serving documents. Scheduling CourtCalls. Corresponding with the Court, including clerks of the Court and probate examiners. Checking Probate notes and preparing Supplements for the purpose of responding to Probate notes. Understanding and knowledge of the California Rules of Court and Local Court Rules for County. Qualifications: 2 years experience in preparing Accountings for Court Supervised and Non-Court Supervised matters in ANY of the following areas: Trust Administration, Special Needs Trust Administration, Probate, Conservatorship Estates, Guardianship Estates. Experience with preparing and filing Conservatorship and Probate Petitions, familiarity with government benefits and Action Step, and/or a customer service background are a major plus.
 
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