Senior Trust & Estates Paralegal

JKZ LLP; San Francisco (CA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

A legal firm in San Francisco is seeking an experienced Human Resources Manager to support Trusts & Estates operations. The ideal candidate is detail-oriented and highly organized, with at least 5 years of experience in trust administration and paralegal work. Responsibilities include legal research, preparing documentation, and managing client records. This full-time position offers a competitive salary range between $120,000 and $150,000 with hybrid work options.

Qualifications

• At least 5 years of experience as a Trusts & Estates Paralegal.
• Proficient in MS Office Suite.

Responsibilities

• Perform legal research for relevant cases.
• Prepare trust accountings and draft legal documents.
• Manage client files and maintain databases.
• Prepare tax-related forms 706 and 709.

Skills

Legal research

Trust accountings preparation

Drafting trusts and memos

Client file management

Communication skills

MS Office Suite proficiency

Education

Paralegal certificate or equivalent

Job description

Job title: Ambitious People-Driven Human Resources Manager

Overview

The Senior Trusts & Estates Paralegal role requires at least five (5) years of recent experience in Trusts & Estates, including complex and high net worth estate planning, trust administration and probate. The position may involve tax-related work (Form 706 and Form 709) and may benefit from litigation experience. The candidate must be able to work independently and in a team, manage cases, and be reliable for follow-up and accountability. This is a fast-paced role that requires being detail-oriented, highly organized, and proactive with the ability to multitask and manage a substantive caseload. The role may involve delegating assignments, mentoring, or training legal support personnel in the practice area.

Essential Duties and Responsibilities

• Performing legal research
• Preparing trust accountings
• Preliminary drafting of trusts and memos
• Calendaring appointments and deadlines
• Managing and organizing client files as well as keeping client databases and document management systems up to date
• Prepare Forms 706 and 709
• Maintaining a billable hour requirement

Requirements

• At least 5 years’ experience working as a Trusts & Estates Paralegal
• Paralegal certificate or equivalent

Knowledge, Skills & Abilities

• Proficient in the MS Office Suite (Word, Excel, Outlook)
• Excellent command of English – spelling, grammar, punctuation, form and style
• Organized and detail oriented
• Clear communication

Employment details

• Exemption status: Hourly, Non-Exempt
• Remote options/office hours: Hybrid or Fully In-Office
• Classification: Paralegal
• Employment type: Full-time

Location and compensation

Base pay range: $120,000.00/yr - $150,000.00/yr