Trust Administration & Probate Paralegal at Ocean Estate Law, P.C. – Laguna Hills, California

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 3,500 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 - $90,000 depending on experience, plus benefits
• Full-time, in-office schedule: Monday through Friday, 8:30 am to 5 pm
• Paid vacation and holidays 401(k) with 3% employer match
• Profit-sharing opportunities
• Free parking
• Genuine opportunities for long-term growth at a respected, fast-growing firm

$75,000 - $90,000 yearly DOE + benefits

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
• Greet and welcome clients

Office Operations

• Process and scan incoming mail into MyCase, our practice management system
• Maintain well-organized, compliant digital and physical files
• Provide notary services for both Trust Administration and Estate Planning matters

• 3+ years of paralegal experience in California estate planning, probate, and trust administration
• Strong working knowledge of California Probate Law
• Bachelor's degree and/or paralegal certificate preferred (not required)
• Active Notary Public commission
• 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

Ocean Estate Law, P.C., is a client-centered estate planning and trust administration firm serving individuals and families throughout California. The firm is led by founder Jennifer Elliott, who brings over 23 years of experience and has personally guided the creation of more than 3,500 estate plans. Her commitment to education, detail, and genuine client service sets the standard for how the whole team operates.

Internally, we prioritize collaboration, clear communication, and professional development. Team members are trusted, supported, and encouraged to take ownership of their work. We are looking for people who are detail-oriented, proactive, and motivated to build a long-term career alongside a team that values what they do.