Location: Newport Beach, CA (100% In-Office)
Employment Type: Temporary, Full-Time
Duration: Approximately 4 Months (Leave of Absence Coverage)
Compensation: Commensurate with experience ($41 - $50 per hour)
An established Newport Beach law firm is seeking an experienced Senior Trusts & Estates Paralegal for an approximately four-month temporary assignment covering an employee leave of absence.
This is a fully in-office position requiring an experienced professional who can step into an active caseload, work independently, and contribute immediately with minimal training.
IMPORTANT: This is strictly a temporary assignment, not a permanent employment opportunity. We are seeking candidates who have clear availability for the full assignment and are specifically interested in short-term work. This opportunity is not intended for individuals currently committed to full-time W-2 employment who are seeking supplemental work.
Primary Responsibilities
Handle substantive aspects of California trust administration and probate matters.
Prepare trust administration documents, probate petitions, notices, declarations, and related court filings.
Prepare fiduciary accountings, inventories, asset schedules, and supporting documentation.
Communicate professionally with clients, beneficiaries, financial institutions, and other parties.
Maintain organized case files, monitor deadlines, and manage multiple active matters.
Coordinate document preparation, execution, and client signings as needed.
Work closely with attorneys to ensure continuity of client service during the leave of absence.
Required Qualifications
Minimum three years of substantive California trusts and estates paralegal experience.
Strong knowledge of California trust administration and probate procedures.
Experience preparing fiduciary accountings and substantive legal documents.
Ability to manage matters independently with minimal supervision.
Excellent organizational, communication, and drafting skills.
Paralegal certificate or other qualifications satisfying California requirements.
Proficiency with Microsoft Office, Adobe Acrobat, and electronic document management systems.
Experience with Clio and WealthCounsel preferred.
Notary commission preferred.
Assignment Requirements
Candidates must be available to work on-site in Newport Beach throughout the approximately four-month assignment. This position is best suited for experienced temporary or contract paralegals who are between assignments, returning to the workforce, or otherwise available for a defined short-term engagement.
To Apply
Please submit your resume along with a brief response addressing:
Your experience with California trust administration and probate.
Your availability to begin a four-month, fully in-office assignment in Newport Beach.
Your experience with fiduciary accountings, Clio, and WealthCounsel.
Qualified candidates will be contacted for an initial interview.
