PARALEGAL

Job Description

Rehmani & Associates has an opening for a full-time experienced (2+ Years in relevant practice) paralegal to join our firm in Tustin, CA. We are seeking a Trust Administration Paralegal to join our growing legal team. The ideal candidate will have experience in trust administration and estate planning, 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*

Salary: Base starts at $20.00, but is negotiable based on experience.

Responsibilities:

• Assist attorneys with trust administration, including managing and tracking trust assets, coordinating with investment advisors, and preparing trust accountings
• Assist with estate planning, including drafting estate planning documents and maintaining client files’
• Prepare legal documents and correspondence, including drafting pleadings, motions, and discovery requests
• Assist with legal research and analysis
• 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

Requirements:

• Bachelor’s degree or paralegal certificate from an ABA-accredited program
• 2+ years of experience in trust administration and estate planning
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office and legal research databases
• 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 fiduciary accounting
• Estate planning experience/knowledge and understanding how trusts work
• 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
• Vision Insurance
• 401k and Matching
• Paid holidays
• Paid sick days
• Paid vacation