Put Your Experience to Work By Helping Families Navigate Trust Administration.
At Ocean Estate Law, trust administration is more than paperwork. It is helping a grieving family navigate probate with clarity. It is making sure an estate is settled accurately, respectfully, and on time. Our firm, led by founder Jennifer Elliott, with over 23 years of experience and more than 4,000 estate plans created for California families, is growing. We need a skilled paralegal who takes pride in doing this work well, works independently, and genuinely cares about the people they serve.
If you are ready to be the person attorneys and clients rely on, we would love to meet you.
WHAT WE OFFER
We support our team so they can do their best work:
Competitive pay: $75,000 - $85,000 depending on experience, plus benefits
Full-Time, In-Office: Monday through Friday, 8:30am to 5:00pm Pacific Time; primarily out of our Rancho Santa Margarita or Laguna Hills Office. Remote work is NOT an option.
Paid vacation and holidays 401(k) with 3% employer match
Profit-sharing opportunities
Case Management
Manage probate and trust administration files with confidence and minimal supervision
Draft petitions, pleadings, accountings, correspondence, and supporting documents
Review probate notes and ensure timely, accurate court filings
Record legal documents with the County Recorder
Prepare concise case summaries for attorney review
Prepare trust administration and probate-related documents for attorney and client review
Client & Communication
Serve as a primary point of contact for clients, providing clarity, compassion, and professionalism throughout their matter
Coordinate attorney calendars, appointments, and deadlines
Utilize MyCase, our practice management system, for client communication and coordination
Maintain well-organized, compliant digital files on MyCase and Microsoft SharePoint
3+ years of paralegal experience in California estate planning, probate, and trust administration
Strong working knowledge of California Probate and Trust Administration Law
Bachelor's degree and/or paralegal certificate preferred (not required)
Active Notary License
You live in or near South Orange County, CA.
Valid Driver's License and reliable transportation. Excellent written and verbal communication skills, with strong computer proficiency
Experience with LLCs and corporate matters is a plus