Experienced Trust Administration Paralegal – Estate & Probate

Brierton, Jones & Jones, LLP; San Diego (CA); Vor Ort; USD 70.000 - 95.000; Vollzeit

Benefits dieser Stelle

Competitive salary based on experience

Bonus opportunities

100% employer-paid medical and vision

401(k) with employer matching

Paid vacation, sick leave & holidays

Paid continuing education

Quarterly firm social events

Zusammenfassung

Brierton, Jones & Jones, LLP in San Diego seeks an experienced Trust Administration Paralegal to join our growing team and support attorneys on probate, trust and estate matters. This full-time, in-person position requires strong organization, proactive approach, and ability to manage multiple administrations from start to finish.

This firm focuses exclusively on probate, trust, estate and conservatorship matters, offering a collaborative, professional environment.

Qualifikationen

• Minimum of 2 years of paralegal experience.
• Experience in probate, estate planning, and trust administration is a plus.
• Draft and file pleadings and other documents related to trust/probate administration.
• Working knowledge of Probate Code, Local and State Rules of Court.
• Coordinate with financial institutions, accountants, appraisers, and professionals.
• Excellent verbal and written communication; strong time-management skills.
• Ability to manage multiple matters independently with discretion.

Aufgaben

• Assist attorneys with estate planning and trust administration from commencement to completion.
• Draft and file pleadings and other documents.
• Assist with collection, organization, and valuation of trust assets.
• Obtain and organize financial records, account statements, and asset information.
• Coordinate with financial institutions and third-party professionals as needed.
• Assist with asset transfers, distributions, and related documentation.
• Prepare accountings related to trust matters and track deadlines.
• Maintain organized files and information in the firm’s case management system.

Kenntnisse

Paralegal experience

Trust administration

Excellent communication

Organizational skills

Legal software proficiency

Tools

Microsoft Office

Teams

Zoom

Adobe

Legal software

Jobbeschreibung

Brierton, Jones & Jones, LLP in San Diego seeks an experienced Trust Administration Paralegal to join our growing team and support attorneys on probate, trust and estate matters. This full-time, in-person position requires strong organization, proactive approach, and ability to manage multiple administrations from start to finish.

This firm focuses exclusively on probate, trust, estate and conservatorship matters, offering a collaborative, professional environment.