Trust & Estates​/Probate Paralegal; ce

Our client, a global law firm with offices in 15 countries is offering an exceptional opportunity for an experienced Trust & Estates/Probate Paralegal ready to do meaningful, sophisticated work in a collaborative and forward-thinking environment.

Our client offers competitive compensation, an excellent benefits package, and the chance to work alongside highly respected attorneys handling complex trust, estate, and probate matters—often for high-net-worth clients. This is a place where professionalism is valued, initiative is noticed, and contributions truly matter.

Why This Trusts & Estates/Probate Paralegal Role Stands Out

This position is ideal for a Trust & Estates/Probate Paralegal who thrives in a fast-paced, deadline-driven practice and takes pride in precision, follow-through, and exceptional client service. The successful candidate is proactive, organized, and confident—someone who anticipates attorney needs, solves problems before they escalate, and approaches each task with care and professionalism. Regular in-office presence is essential for collaboration, training, and relationship-building.

This is a primarily in-office role (4 days per week) in the firm’s San Diego (Del Mar) office.

Position Summary

The Probate, Trusts & Estates and Probate Paralegal supports attorneys with estate administrations and works closely with the San Diego Probate Litigation group on a wide range of matters. Flexibility to work overtime as needed is required.

Key Responsibilities of the Trust & Estates/Probate Paralegal

• File probate and trust documents with courts throughout California and manage dockets
• Marshal estate assets and obtain asset valuations
• Assist with preparation of federal estate and gift tax returns
• Prepare and file documents to transfer assets into trusts (real estate deeds, assignments of interest, transfer forms)
• Coordinate with financial institutions to retitle accounts and update beneficiary designations
• Prepare fiduciary accountings
• Draft petitions for probate, trust documents, pleadings, and declarations; manage filing deadlines
• Track court deadlines and filing requirements

If you are searching for a career in a firm that honors its paralegals, this is the place!