Senior Trust & Estate Paralegal | Probate & Planning Lead

BURREY LAW GROUP INC; Orinda (CA); On-site; USD 90,000 - 130,000; 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. in California is seeking a Senior Trust & Estate Paralegal to independently manage probate, trust administration, and estate planning matters from inception through completion.

The role requires seven years of recent trust and estate paralegal experience and notary commission. You will prepare petitions, notices, inventories, accountings, and court filings, coordinate with clients and courts, monitor deadlines, and ensure high-quality, accurate work aligns with firm

Qualifications

• Seven+ years of recent trust and estate paralegal experience.
• Active California Notary Public commission.
• Proficiency with estate planning software and MS Office suite.

Responsibilities

• Independently manage probate, trust administration, and estate planning matters through completion.
• Prepare petitions, notices, inventories, accountings, court filings, and distributions.
• Review trusts, wills, and related documents for accuracy and compliance.
• Coordinate with clients, beneficiaries, financial institutions, accountants, courts, and opposing counsel.
• Monitor deadlines and ensure timely progress of matters.

Skills

Paralegal experience

California Notary

MS Word

MS Excel

Independent management

Attention to detail

Education

Bachelor's degree (preferred)

Tools

WealthCounsel

Smokeball

Practice management software

Job description

Burrey Law Group, Inc. in California is seeking a Senior Trust & Estate Paralegal to independently manage probate, trust administration, and estate planning matters from inception through completion.

The role requires seven years of recent trust and estate paralegal experience and notary commission. You will prepare petitions, notices, inventories, accountings, and court filings, coordinate with clients and courts, monitor deadlines, and ensure high-quality, accurate work aligns with firm