RMO LLP is a premier probate litigation law firm focused on guiding its global, ultra-high-net-worth individual and institutional clients through the complexities of contested probate and civil court proceedings throughout California and Texas. The same client-centered approach we implement in achieving the best possible outcome for our clients applies equally to our team, where our people-first foundation recognizes that while the work we do is important, the reasons why we work as hard as we do – i.e., the people, family, and communities that rely upon us – are what really drive us in our efforts to encourage and support personal and professional growth and achievement and regularly celebrate and honor our individual and team victories with vigor.
We are seeking an experienced (2-5+ years) probate administration paralegal to join the team. Experience in Probate is required. Familiarity in Trust Administrations is preferred; however, the team is willing to train the right person if they have a willingness to learn and demonstrate dedication to the role.
Must be familiar with preparing judicial council forms, supplements, declarations, petitions, ex parte petitions, affidavits, and basic assessor/recorder’s office forms.
Basic understanding of how a Trust works and what is required to do when someone dies. Attention to detail and comfortability with probate accountings and researching the California Probate Code is a plus.
Responsibilities
- Review and summarize intake and estate planning documents.
- Prepare initial drafts of pleadings and petitions.
- Prepare and serve notice documents to interested parties and government agencies.
- Analyze financial statements and prepare inventory and estate accountings.
- Prepare real property transfer documents and related county forms.
- Communicate and correspond with clients, opposing counsel, and formal agencies.
- Utilize the Court’s online services to investigate case dockets, probate notes, and local rules.
- Filing documents with the Court, including e-filing and ex parte procedures.
- Preparing case files for hearings.
- Assist with other administrative tasks in the office.
Qualifications
- Organized and detail-oriented, with the ability to prioritize and multitask.
- Works with a sense of urgency and forethought.
- Excellent knowledge of the English language and proofreading skills, including spelling and grammar.
- Strong knowledge of drafting and editing in Adobe Acrobat and Microsoft Office products (Outlook, Word, and Excel)
- Comfortable preparing Judicial Council Forms using case management software (Smokeball)
- Ability to analyze financial statements and prepare estate accountings.
- Quick learner and knows when to ask for directions.
- Exceptional interpersonal skills and customer service.
- Ability to handle stressful situations in a calm, composed manner and with empathy.
- Ability to learn and adapt to new courts’ and judge’s rules and procedures.
- Must be CLE compliant and able to bill hourly.
- A notary license is a plus but not required.
What’s In It For You?
- Competitive Pay and Benefits: We work hard to foster inclusivity and encourage everyone to bring their best, authentic selves to the office every day. In addition to competitive salaries and bonuses, we offer a variety of programs, reasonably flexible work hours and family-friendly benefits to all of our employees, including:
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- Company paid retirement contributions
- Paid Medical, Dental and Vision Coverage
- Paid Basic life insurance and Short-Term Disability
- Paid Time Off, including sick and vacation time
- Paid Maternity and Paternity Leave
- Paid Parking
- Discretionary, performance-based bonuses
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- A Sustainable and Fulfilling Career: Every team member plays an integral role in ensuring our clients’ successes, and we value people whose diligent contributions make a difference and allow us all to have meaningful, challenging, and satisfying careers that make a difference in the lives of our team, clients and communities.
- Opportunity for Career Advancement: We believe in and support our team members’ desire to grow, improve and advance, and when that growth involves new learning opportunities that facilitate new responsibilities we champion and support their growth, achievement and advancement.
- A Supportive, Collaborative Team Environment: Routinely, but at least monthly, we recognize and celebrate team member accomplishments at every level of the firm. We also welcome and reward team member contributions to improving the RMO “way” through our RMOInnovates program. Regular individual and firm-wide check-ins and best practice reviews help keep us all stronger together and aware of where we stand and where we can grow.
- Work/Life Balance: Lawyering is hard but rewarding, and while like any business we have production goals and sometimes have to work harder than we might plan for, firm leadership’s experience in “big law” shaped where we set productivity requirements to allow us to “work to live” not “live to work.” While we work diligently, we encourage and support our team members’ lives and commitments outside of work.
Experience:
- Probate Paralegal: 2 – 5+ years (Required)
Pay range:
- $75,000 to $135,000 – based upon experience.
Job Type:
- Full-time
Work Location:
- San Diego or Los Angeles Offices of RMO LLP