Estate Planning & Probate Paralegal — Downtown SD

RJS LAW; San Diego (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

RJS Law in downtown San Diego seeks an experienced estate planning paralegal to support our Family Wealth Group in providing estate planning and administration services for high-net-worth clients.

The role focuses on preparing wills, trusts, powers of attorney, funding trusts, probate administration, and related filings, emphasizing accuracy, organization, and teamwork within a fast-paced, in‑office environment.

Qualifications

• Bachelor's degree required, per California Business and Professions Code Section 6450 et seq. (Paralegal Certificate a plus)
• 3–5 years probate/estate planning paralegal experience
• Knowledge of estate planning and probate procedures and documents (pour-over wills, revocable trusts, etc.)
• Strong drafting, organizational, and time-management skills
• Proficiency in Microsoft Office and law-office trust/estate software
• Excellent analytical and written/verbal communication; team-oriented; able to work under pressure

Responsibilities

• Assist attorneys in preparing estate documents (wills, trusts, powers of attorney, health care directives, etc.)
• Assist clients in funding trusts and related funding procedures
• Support trust administration including fundings, accountings, and tax returns
• Aid in probate proceedings from appointment to final distribution, including court filings

Skills

Estate planning knowledge

Drafting documents

Organizational skills

Attention to detail

Analytical skills

Communication skills

Team player

Work under pressure

Education

Bachelor's degree

Paralegal certificate

Tools

Microsoft Office

Trust/Estate software

Job description

RJS Law in downtown San Diego seeks an experienced estate planning paralegal to support our Family Wealth Group in providing estate planning and administration services for high-net-worth clients.

The role focuses on preparing wills, trusts, powers of attorney, funding trusts, probate administration, and related filings, emphasizing accuracy, organization, and teamwork within a fast-paced, in‑office environment.