Senior Trusts & Estates Paralegal — Wealth Planning

Jobot; San Jose (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobot in San Jose, California seeks an experienced Transactional Trust & Estate Attorney to join a growing practice focused on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals and families. The role emphasizes detailed drafting, client service, and collaboration with professionals.

The ideal candidate has 3+ years in transactional trust and estate planning, strong drafting skills, and a solid understanding of federal and California estate

Qualifications

• JD from an accredited law school
• Active membership in the California State Bar
• 3+ years of transactional trust and estate planning experience
• Strong drafting skills for sophisticated estate plans
• Solid understanding of federal and California estate, gift, and trust taxation

Responsibilities

• Draft and review estate planning documents including trusts, wills, powers of attorney, directives, and beneficiary designations
• Advise on estate, gift, GST, and income tax planning strategies
• Structure and implement wealth transfer techniques and asset protection
• Counsel trustees and beneficiaries on fiduciary duties and compliance
• Coordinate with accountants and financial advisors to deliver comprehensive planning solutions
• Maintain accurate client files and ensure probate/trust law compliance
• Communicate complex concepts clearly to clients

Skills

Juris Doctor (JD)

California Bar

3+ years tax/estate planning

Drafting skills

Education

JD from an accredited law school

Job description

Jobot in San Jose, California seeks an experienced Transactional Trust & Estate Attorney to join a growing practice focused on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals and families. The role emphasizes detailed drafting, client service, and collaboration with professionals.

The ideal candidate has 3+ years in transactional trust and estate planning, strong drafting skills, and a solid understanding of federal and California estate