Trust Administration Probate Paralegal

Trust Administration & Probate Paralegal

Posted 2 days ago

You are not just a paralegal. You are the person who keeps matters moving, clients informed, and attorneys supported. You know the difference great legal support makes during emotional, high-stakes moments in people’s lives.

At Ocean Estate Law
, your work truly matters. We are a growing, client-centered estate planning and trust administration firm looking for a skilled paralegal who values precision, professionalism, and compassionate client care.

If you are seeking stability, respect, and long-term growth, this could be your next professional home.

• 3 or more years of experience in California estate planning, probate, and trust administration
• Warm, professional communicator, both written and verbal
• Experience with LLCs and corporate matters is a plus

• Managing probate and trust administration files with confidence and minimal supervision
• Drafting petitions, pleadings, accountings, correspondence, and supporting documents
• Reviewing probate notes and ensuring timely, accurate court filings
• Recording legal documents with the County Recorder
• Preparing estate planning document sets for attorney and client review
• Serving as a primary client contact and offering clarity, compassion, and professionalism
• Processing and scanning incoming mail into our case management system
• Maintaining well-organizeducose, comply with digital and physical files
• Coordinating attorney calendars, appointment slots, and deadlines
• Preparing concise case summaries and synopses
• Providing front-desk coverage at our Laguna Hills office as needed
• Performing needed notary services for either the Laguna Hills or San Clemente offices
• General office duties for the Laguna Hills office
• Working primarily from Laguna Hills with occasional San Clemente coverage

• Minimum of 3 years of paralegal experience in estate planning, probate, and trust administration; experience with LLCs and corporations is a plus
• Strong knowledge of California Probate Law is essential
• Thrives in a dynamic, client-focused environment while maintaining professionalism and composure
• Highly detail-oriented and organized
  , with excellent time-management and prioritization skills
• Able to work independently and collaboratively as part of a close-knit team
• Excellent written and verbal communication skills
  , with strong computer proficiency
• An active Notary Public commission is required
• Valid Driver's License and reliable transportation

We support our team so they can excel professionally and personally:

• Competitive pay: $70,000-$85,000 DOE
• Paid vacation & holidays
• 401(k) with 3% employer match (after 1 year)
• Profit-sharing opportunities (after 1 year)
• Free parking
• Opportunities for growth in a respected, fast-growing firm

Ocean Estate Law is more than a law firm—we’re a team committed to excellence, growth, and genuine client service. We support individuals and families through estate planning and trust administration with a thoughtful, organized, and client-first approach.

The firm is led by founder Jennifer Elliott
, who brings over 23 years of experience in estate planning and has personally helped create more than cysyll 3,500 estate plans for individuals and families throughout California. Her depth of knowledge, attention to detail, and commitment to education set the standard for our work and our culture.

Internally nanotherlands, we prioritize collaboration, clear communication, and professional development. Team members are trusted, supported, and encouraged to take ownership of their work while continuing to grow their skills in a supportive legal environment. We’re looking for people who are detail-oriented, proactive, and motivated to build a long-term career alongside a team that truly values what they do.