Paralegal - Trust & Estate

Adams & Martin Group; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package including vacation, medical and dental insurance, and 401(k)

Job summary

A well-established law firm in Del Mar, CA is seeking an experienced Trusts & Estates Paralegal to manage complex cases and provide exceptional client service. The ideal candidate will have over 5 years of paralegal experience and strong organizational skills. Responsibilities include preparing legal documents, assisting attorneys, and maintaining case files. This is a full-time position offering competitive salary and a comprehensive benefits package.

Qualifications

• 5+ years of paralegal experience in trusts and estates.
• ABA-approved paralegal certificate or attestation required.
• Proficiency in e-filing and handling real property documentation.
• Strong knowledge of probate, estate planning, and trust administration processes.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational abilities.

Responsibilities

• Prepare and e-file legal documents related to probate, trust administration, and estate planning.
• Draft and record real property documents.
• Assist attorneys with trust and estate administration, including asset marshaling, accountings, and distributions.
• Communicate with clients, financial institutions, and court personnel.
• Maintain accurate case files and timelines.

Job description

Be among the first 25 applicants

This range is provided by Adams & Martin Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Business Solutions Manager at Adams & Martin Group

Location: Del Mar, CA
Salary Range: $70,000 - $100,000 annually
Hours: Monday-Friday, 9:00 AM start; 40-hour work week
Benefits: Comprehensive benefits package including vacation, medical and dental insurance, and 401(k)

About Us: We are a well-established law firm in Del Mar, CA, specializing in estate planning and post-death trust and estate administration. Our team is committed to providing exceptional client service and expert legal guidance in all aspects of trusts and estates.

Position Overview

We are seeking an experienced Trusts & Estates Paralegal to join our team. The ideal candidate will have a strong background in estate planning and trust administration, excellent organizational skills, and the ability to manage complex cases with precision and professionalism.

Key Responsibilities

• Prepare and e-file legal documents related to probate, trust administration, and estate planning.
• Draft and record real property documents.
• Assist attorneys with trust and estate administration, including asset marshaling, accountings, and distributions.
• Communicate with clients, financial institutions, and court personnel.
• Maintain accurate case files and timelines.

Qualifications

• 5+ years of paralegal experience in trusts and estates.
• ABA-approved paralegal certificate or attestation required.
• Proficiency in e-filing and handling real property documentation.
• Strong knowledge of probate, estate planning, and trust administration processes.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational abilities.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Legal

Industries

Law Practice