Senior Paralegal

Experienced Probate & Trust Administration Paralegal

Join Our Team

We are a boutique law firm concentrating in estate planning, probate, trust administration, and conservatorships. We are seeking an Experienced Probate & Trust Administration Paralegal to join our team.

We are looking for someone who can hit the ground running and has substantial experience administering California decedents' estates through probate and trust administration. The ideal candidate is organized, detail-oriented, compassionate with clients, and able to independently manage files while working closely with the attorney.

Our clients are often navigating the loss of a loved one or other significant life transitions. We pride ourselves on providing knowledgeable legal guidance with professionalism, responsiveness, and compassion. We are looking for someone who shares those values and takes pride in delivering exceptional client service.

Responsibilities

• Assist with all phases of California probate administration from commencement through final distribution.
• Assist with all aspects of California trust administration, including preparation of notices, inventories, deeds, transfer documents, funding and distribution documents, and related correspondence.
• Prepare petitions, Judicial Council forms, pleadings, and other probate court filings.
• Communicate professionally with clients, beneficiaries, financial institutions, title companies, accountants, and court personnel.
• Coordinate the collection, valuation, transfer, and distribution of estate and trust assets.
• Monitor deadlines, maintain case files, and ensure matters progress efficiently.
• Work directly with the attorney to provide high-quality legal services and exceptional client care.

Qualifications

The ideal candidate will have:

• At least ten years of experience handling California probate and trust administration matters.
• The ability to independently manage files with attorney supervision.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Exceptional attention to detail.
• Proficiency with Microsoft Office and legal practice management software.
• Experience with California conservatorships is highly desirable but not required.

Why Join Our Firm?

We believe in providing outstanding legal services while treating our clients with compassion, respect, and professionalism. We value integrity, teamwork, clear communication, and a commitment to excellence. If you enjoy helping families through important life events and are looking for a long-term opportunity in a supportive, collaborative environment, we would welcome the opportunity to meet you.

Compensation & Benefits

We offer a competitive salary commensurate with experience, along with benefits and the opportunity to work in a collegial, professional environment where quality legal work and outstanding client service are valued.

How to Apply

To be considered, please submit your resume along with a brief cover letter that answers the following questions:

• How many years have you worked in California probate and trust administration?
• Describe the most complex probate or trust administration matter you have personally handled.
• What aspects of estate administration do you enjoy the most?
• Why are you interested in joining our firm?

Candidates with significant hands-on experience administering California estates are strongly encouraged to apply.Top of Form

Pay: From $110,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Work Location: In person