Senior Trust & Estates Paralegal - Hybrid SF

Withers; San Francisco (CA); Hybrid; USD 125,000 - 150,000; Full time

Job summary

Withers seeks a senior trust & estates paralegal for its San Francisco office. The role handles complex estate planning, trust administration, real estate, and nonprofit matters under attorney supervision in a hybrid setup with two days in-office.

Ideal candidates will have 7+ years in trust & estates, CA compliance, and strong organizational and communication skills. Proficiency in Excel, Word, Outlook, Visio, and iManage is preferred.

Qualifications

• 7+ years of experience as a trust and estates paralegal.
• Compliance with California Business and Professions Code.
• Bachelor’s Degree preferred.
• Strong organizational and project management skills.
• Excellent written and verbal communication.
• Ability to work independently with attorneys and team.
• Comfort working directly with clients and outside advisors.
• Experience with Excel, Word, Outlook; Visio and iManage/FileSite preferred.

Responsibilities

• Manage substantial portions of complex trust administrations.
• Prepare asset inventories, retitling, and distributions.
• Assist with federal estate and gift tax returns and coordination with accountants.
• Coordinate with clients, fiduciaries, beneficiaries, appraisers, and advisors.
• Prepare deeds and real property transfer documents.
• Draft probate court filings and fiduciary accountings.
• Maintain matter timelines and status trackers.
• Hybrid work: two days weekly in San Francisco office.

Skills

Trust & estates paralegal

Excel

Microsoft Word

Outlook

Project management

Communication

Detail oriented

Client interaction

Independent work

Education

Bachelor’s Degree preferred

Tools

Visio

iManage/FileSite

Job description

Withers seeks a senior trust & estates paralegal for its San Francisco office. The role handles complex estate planning, trust administration, real estate, and nonprofit matters under attorney supervision in a hybrid setup with two days in-office.

Ideal candidates will have 7+ years in trust & estates, CA compliance, and strong organizational and communication skills. Proficiency in Excel, Word, Outlook, Visio, and iManage is preferred.