Senior Probate & Trust Paralegal CA Estate Administration

Synectics Inc.; San Mateo (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k)

Health and dental insurance

Paid time off

Job summary

Synectics Inc. seeks a Probate & Trust Administration Paralegal with substantial California estate administration experience to support its boutique practice focused on probate, trusts, estate planning, and conservatorships.

You will manage CA probate matters, prepare petitions, forms, notices, inventories, and transfer documents, coordinating asset collection and distributions while working closely with attorneys. Strong organization, communication, and MS Office proficiency are essential.

Qualifications

• 10+ years of California probate and trust administration experience.
• Ability to independently manage files with attorney oversight.
• Strong organization, time management, written and verbal communication, and attention to detail.
• Proficiency with Microsoft Office and legal practice management software.
• California conservatorship experience preferred.

Responsibilities

• Manage California probate and trust administration matters from initiation through final distribution.
• Prepare petitions, Judicial Council forms, pleadings, notices, inventories, deeds, transfer documents, and distribution documents.
• Coordinate estate and trust asset collection, valuation, transfer, and distribution.
• Communicate with clients, beneficiaries, financial institutions, title companies, accountants, and court personnel.
• Track deadlines, maintain case files, and ensure efficient case progression.
• Work closely with attorneys on legal research, case preparation, and client service.

Skills

Strong organization

Time management

Written and verbal communication

Attention to detail

Microsoft Office

Legal practice management software

Tools

Microsoft Office

Legal practice management software

Job description

Synectics Inc. seeks a Probate & Trust Administration Paralegal with substantial California estate administration experience to support its boutique practice focused on probate, trusts, estate planning, and conservatorships.

You will manage CA probate matters, prepare petitions, forms, notices, inventories, and transfer documents, coordinating asset collection and distributions while working closely with attorneys. Strong organization, communication, and MS Office proficiency are essential.