Trust and Estates Paralegal

Job Responsibilities

• Preparation of gift and estate tax returns
• Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
• Calendaring cases and advising attorneys of upcoming deadlines, etc.
• Handling post‑mortem administration issues, including required notices, real estate filings, etc.
• Handling occasional trust & will drafting as needed

• Bachelor's degree
• California notary license (preferred)
• Thorough knowledge of probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings
• Experience with 706 & 709 preparation, probate division case filing and management, trust gwamn and will drafting, and trust funding and asset management (preferred)
• Proficiency in Microsoft Office suite, especially Word and Excel
• Outstanding organizational, administrative, and communication (oral and written) skills
• High attention to detail, strong work ethic, and self‑motivation
• Demonstrate ability to prioritize, meet deadlines, efficiently multi‑task and produce a high‑end work product in a fast‑paced environment
• Team‑oriented mindset таза
• Handle confidential and sensitive information with appropriate discretion
• Willingness to work overtime and travel