Senior Trust & Estate Paralegal

BURREY LAW GROUP INC; Orinda (CA); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Parental leave

Paid time off

Job summary

Burrey Law Group, Inc. seeks a Senior Trust & Estate Paralegal with 7+ years of experience to independently manage probate, trust administration, and estate planning matters from inception through completion.

You will prepare petitions, notices, inventories, and court filings, review estate documents, draft planning documents using WealthCounsel, and coordinate with clients and courts. CA Notary required.

Qualifications

• Seven years of recent trust and estate paralegal experience.
• Experience managing probate and trust administrations from opening through final distribution.
• Active California Notary Public commission.
• Strong knowledge of California probate law and procedures.
• Excellent written communication, organization, and attention to detail.

Responsibilities

• Independently manage probate, trust administration, and estate planning matters from inception through completion.
• Prepare petitions, notices, inventories, accountings, court filings, and distribution documents.
• Review trusts, wills, amendments, deeds, beneficiary designations, and related estate planning documents.
• Draft estate planning documents using WealthCounsel or similar software.
• Coordinate with clients, beneficiaries, financial institutions, accountants, courts, and opposing counsel.
• Monitor deadlines and ensure matters progress efficiently.
• Assist with trust funding, asset transfers, and final distributions.
• Maintain complete, accurate, and organized electronic files.
• Identify legal, procedural, and administrative issues early and communicate them promptly to the supervising attorney.

Skills

Notary Public (CA)

Attention to Detail

Organization

Written Communication

Deadline Management

Proactive Communication

Team Collaboration

Multi-tasking

Education

Bachelor's degree

California Notary Public Commission

Paralegal Certification (CA)

Tools

WealthCounsel

Smokeball

Practice Management Software

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Parental leave
• Paid time off

Job description

Do you take ownership of your work?

Do you believe accuracy is non-negotiable? Do you anticipate issues before they become problems, communicate proactively, and take pride in producing work that is complete the first time?

If so, you may be the Senior Trust & Estate Paralegal we're looking for.

Burrey Law Group, Inc. is a boutique law firm focused on Estate Planning, Probate, and Trust Administration. We are seeking an experienced paralegal with at least seven years of recent trust and estate experience who can independently manage complex matters while delivering exceptional client service.

Our standard is simple: Do it right the first time. We value professionals who take ownership of outcomes, exercise sound judgment, maintain high standards, and work collaboratively to achieve the best result for every client.

Who Succeeds at Burrey Law Group?

• Integrity & Stewardship – You protect client confidences, act ethically, and treat every matter as if it were your own.
• Ownership & Follow-Through – You don't wait to be reminded. You take responsibility, close loops, and follow through on commitments.
• Organization & Planning – You manage multiple matters, deadlines, and priorities without losing control of the details.
• Sound Judgment – You recognize issues early, think critically, and know when to seek guidance.
• Attention to Detail – You produce work that is accurate, organized, and requires minimal revision.
• Proactivity – You anticipate problems before they arise and take initiative to keep matters moving.
• Communication – You communicate clearly, professionally, and promptly with clients, attorneys, courts, and third parties.
• Teamwork & Respect – You support your colleagues and understand that exceptional client service is a team effort.
• Coachability & Humility – You welcome feedback, learn continuously, and strive to improve.
• High Standards – Good enough isn't good enough. You take pride in producing exceptional work.

What You'll Own

You will independently manage probate, trust administration, and estate planning matters from inception through completion. Your responsibilities will include:

• Managing assigned probate and trust administration matters through final distribution.
• Preparing petitions, notices, inventories, accountings, court filings, and distribution documents.
• Reviewing trusts, wills, amendments, deeds, beneficiary designations, and related estate planning documents.
• Drafting estate planning documents using WealthCounsel or similar software.
• Coordinating with clients, beneficiaries, financial institutions, accountants, courts, and opposing counsel.
• Monitoring deadlines and ensuring matters progress efficiently.
• Assisting with trust funding, asset transfers, and final distributions.
• Maintaining complete, accurate, and organized electronic files.
• Identifying legal, procedural, and administrative issues early and communicating them promptly to the supervising attorney.

What You'll Bring

Required

• At least seven years of recent trust and estate paralegal experience.
• Experience independently managing probate and trust administrations from opening through final distribution.
• Active California Notary Public commission.
• Qualifications to serve as a paralegal under California Business & Professions Code §6450.
• Strong working knowledge of California probate law and procedures.
• Exceptional written communication, organization, and attention to detail.
• Advanced proficiency in Microsoft Word and working knowledge of Microsoft Excel.
• Experience with legal practice management software.
• The ability to manage multiple priorities while maintaining exceptional accuracy.

Preferred

• Experience with WealthCounsel.
• Experience with Smokeball.
• Bachelor's degree.
• Familiarity with fiduciary income tax and estate tax returns (Forms 1041, 1040, 709, and 706).

What Success Looks Like

Within your first year, you will be someone the attorneys can rely on to:

• Manage assigned matters with minimal supervision.
• Meet deadlines consistently.
• Produce work that rarely requires significant revision.
• Keep clients informed and supported throughout their matter.
• Identify issues before they become problems.
• Strengthen the Firm by improving consistency, efficiency, and client service.