SENIOR PARALEGAL - TRUSTS & ESTATES

Recruitify; El Segundo (CA); On-site; USD 80,000 - 115,000; Full time

Job summary

An established industry player is seeking a Senior Paralegal to join their Trusts & Estates team. This role is perfect for detail-oriented professionals with over 6 years of experience in estate planning, probate, and tax law. You will manage case files, draft legal documents, and coordinate with clients, ensuring compliance with legal procedures. This position offers a collaborative environment where you will work closely with experienced attorneys and high-net-worth clients. If you thrive in a structured, client-focused setting and enjoy tackling complex legal matters, this opportunity is for you.

Benefits

401(k) with matching

Dental Insurance

Health Insurance

Vision Insurance

Paid Time Off

Flexible Schedule

Collaborative Setting

Qualifications

• 6+ years of experience in Trusts & Estates and Estate Planning.
• Strong legal drafting and document management skills.

Responsibilities

• Prepare and manage legal documents related to wills and trusts.
• Assist in the administration of trusts and estates.

Skills

Legal Drafting

Document Management

Research Skills

Client Coordination

Time Management

Education

Associate's Degree

Bachelor's Degree

Paralegal Certification

Tools

Microsoft Office

Adobe Acrobat

Job description

Practice Area : Trusts & Estates, Estate Planning, Probate, Tax, and Charitable Planning

Compensation : $80,000 - $115,000 / year

Job Overview :

We are seeking an experienced and highly organized Senior Paralegal to join our Trusts & Estates team. This role is ideal for a detail-oriented professional with 6+ years of experience in Estate Planning, Trust & Estate Administration, Probate, Entity Formation, Tax, and Charitable Planning. The Senior Paralegal will support two Partners in managing case files, drafting legal documents, and coordinating estate and trust administration. This role also involves overseeing junior paralegals, ensuring compliance with legal procedures, and handling client communication. If you thrive in a structured, client-focused environment and enjoy working on complex estate and probate matters, we encourage you to apply.

Key Responsibilities :

• Document Drafting & Case Management : Prepare and manage legal documents related to wills, trusts, estate plans, probate petitions, tax filings, contracts, and business entity formations.
• T rust & Estate Administration : Assist in the administration of trusts and estates , including drafting correspondence, preparing inventories, and working with financial institutions.
• Court Filings & Probate Support : Handle probate filings, discovery preparation, and assist attorneys with hearings and court appearances.
• Client & Attorney Coordination : Work closely with clients to collect necessary financial and legal documentation, provide case updates, and maintain organized client records.
• Legal Research & Compliance : Conduct research on trusts, estate law, tax implications, and probate regulations to assist attorneys in case strategy.
• Billing & Timekeeping : Track and log billable hours (1,500+ annually) while ensuring accurate documentation and compliance with firm policies.
• T eam Oversight & Collaboration : Support and delegate tasks to junior paralegals and legal assistants , ensuring workflow efficiency and case progression.

Qualifications & Skills :

• Experience : Minimum 6+ years of experience as a Paralegal in Trusts & Estates, Estate Planning, Probate, or Tax Law.
• Education : Associate's degree required; Bachelor's degree preferred. Paralegal certification required.
• Strong legal drafting, document management, and research skills.
• Proficiency in Microsoft Office (Word, Outlook, Excel, PowerPoint, Teams) and Adobe Acrobat.
• Exceptional organizational and time-management abilities.
• Ability to prioritize multiple cases and deadlines in a fast-paced legal environment.
• Preferred Experience : Familiarity with California probate law, estate tax planning, and business entity formation is a plus.

Compensation & Benefits :

• Salary : $80,000 - $115,000 / year (based on experience)
• 401(k) with matching
• Dental, Health, and Vision Insurance
• Paid Time Off
• Flexible Schedule
• On-Site : This role is based in El Segundo, CA or Pasadena, CA , with standard office hours (Monday - Friday, 8 : 00 AM - 5 : 00 PM) .
• Collaborative Setting : Work directly with experienced attorneys and high-net-worth clients in a professional law firm environment.

Apply here or shoot me an email @ [emailprotected] with your resume. Look forward to hearing from you!

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