Senior Paralegal, Trusts & Estates – Detail-Driven Pro

DLKLawGroup PC; San Francisco (CA); Hybrid; USD 55,000 - 96,000; Full time

Job summary

JKZ LLP is seeking a Senior Paralegal – Trusts & Estates in a hybrid on-site/office environment in San Francisco. The role provides substantive case support through drafting, research, and workflow management for attorneys handling trusts, estates, and probate matters.

The Senior Paralegal will manage deadlines, prepare and review documents, and coordinate with clients and financial institutions while maintaining high accuracy and confidentiality.

Qualifications

• Paralegal certificate or equivalent required.
• At least five years as a paralegal in a law firm or professional setting.
• Strong research, drafting, and analytical skills for estates and trusts.

Responsibilities

• Draft estate planning documents (wills, trusts, powers of attorney, HIPAA forms).
• Manage probate timelines, notices, and statutory deadlines.
• Coordinate execution and notarization of estate planning documents.
• Assist attorneys with matter checklists, drafting, and document management.
• Provide leadership, mentorship, and MCLE compliance support.

Skills

Excellent communication

English proficiency

Attention to detail

Team collaboration

Time management

Education

Paralegal certificate

Tools

MS Office

Case management software

Job description

JKZ LLP is seeking a Senior Paralegal – Trusts & Estates in a hybrid on-site/office environment in San Francisco. The role provides substantive case support through drafting, research, and workflow management for attorneys handling trusts, estates, and probate matters.

The Senior Paralegal will manage deadlines, prepare and review documents, and coordinate with clients and financial institutions while maintaining high accuracy and confidentiality.