Trusts Estates Legal Assistant Jobs in Newport Beach

Tax Staff - 2021 The candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by providing a full spectrum of tax services including planning, research, and ..

Tax Intern - 2021 The interns prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by providing a full spectrum of tax services including planning, research, and compliance. ..

Paralegal/Legal Assistant The candidate role is on Detail Orientation, Administrative Support, and Data Entry. Assist Attorneys with Trust Administration and Estate Planning. Assisting clients over the phone, via email, and in-person. ..

Job OverviewA law firm seeks an Associate Attorney in Irvine, CA, to focus on foundational and advanced estate and tax planning for high-net-worth clients. This role offers significant client interaction and ..

Estate Planning Legal Secretary The candidate duties will include drafting estate plans, recording deeds, notarizing documents, scheduling/calendaring, and review and preparation of correspondence, reports and other documents. This position also has ..

Paralegal/Legal Assistant, Part-time Duties: Projects an image ... accuracy reports, documentation, general and/or legal correspondence and papers of a ... correspondence and papers of a legal nature such as wills,..

... growth in a supportive environment.DutiesConduct legal research and prepare legal documents, including contracts and briefs.Represent ... and negotiations.Assist in drafting wills, trusts, and estate planning documents.Engage in ... with..

... an estate planning paralegal or legal assistant who is confident drafting estate ... estate planning documents, including revocable trusts, wills, powers of attorney, deeds, ... experienced estate planning paralegal..

Estate Planning Legal Secretary/Paralegal The candidate duties will include drafting estate plans, recording deeds, notarizing documents, scheduling/calendaring, and review and preparation of correspondence, reports and other documents. This position also has ..

Estate Planning Paralegal Responsibilities: Drafting estate plan documents, overseeing trust administration and some probate administrations. Schedule client appointments and answer client questions about their matters. Consistent communication and coordinate with multiple ..

Estate Planning Paralegal Duties: Potential new clients (“PNC”) intake, meeting with clients/PNCs and attorneys to discuss estate planning needs, preparation of estate planning drafts, deeds and accompanying documents, and assisting in ..

Legal Assistant/Receptionist The candidate should have Bachelors Degree. Should be motivated to learn the areas of Trust Litigation, Trust Administration, Estate Planning, Probate and Conservatorships. Job duties include: Answer Phones. Initial ..

Legal Assistant/secretary (estate Planning) The candidate will ... to prepare complete and accurate legal documents in a timely manner. ... support to attorney. Accurately preparing legal documents. Prioritizing tasks and..

... receipt of signed court orders.Conduct legal research and analysis to support ... and estate matters.Collaborate with paralegals, legal assistants, and other attorneys for ... write clearly and logically, integrating..

Part Time-probate, Trust and Conservatorship Paralegal The candidate should have 2 years’ experience in preparing Accountings for Court Supervised and Non-Court Supervised matters in any of the following areas: Trust Administration, ..

Estate Planning Paralegal The candidate should have 5-7 years of estate planning, trust administration, probate or related legal experience. The ideal candidate for this position has a strong work ethic, exceptional ..

Probate, Trust & Conservatorship Paralegal The candidate should have 2 years’ experience in preparing Accountings for Court Supervised and Non-Court Supervised matters in any of the following areas: Trust Administration, Special ..

Paralegal / Legal Assistant The candidate will join firm specializing in estate planning, probate, employment, and immigration. Will assist attorneys on a variety of matters, duties may include handling case files, ..