Trust Administration Paralegal

Brierton, Jones & Jones, LLP; San Diego (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive salary based on experience

Bonus opportunities

100% employer-paid medical and vision

401(k) with employer matching

Paid vacation, sick leave & holidays

Paid continuing education

Quarterly firm social events

Job summary

Brierton, Jones & Jones, LLP in San Diego seeks an experienced Trust Administration Paralegal to join our growing team and support attorneys on probate, trust and estate matters. This full-time, in-person position requires strong organization, proactive approach, and ability to manage multiple administrations from start to finish.

This firm focuses exclusively on probate, trust, estate and conservatorship matters, offering a collaborative, professional environment.

Qualifications

• Minimum of 2 years of paralegal experience.
• Experience in probate, estate planning, and trust administration is a plus.
• Draft and file pleadings and other documents related to trust/probate administration.
• Working knowledge of Probate Code, Local and State Rules of Court.
• Coordinate with financial institutions, accountants, appraisers, and professionals.
• Excellent verbal and written communication; strong time-management skills.
• Ability to manage multiple matters independently with discretion.

Responsibilities

• Assist attorneys with estate planning and trust administration from commencement to completion.
• Draft and file pleadings and other documents.
• Assist with collection, organization, and valuation of trust assets.
• Obtain and organize financial records, account statements, and asset information.
• Coordinate with financial institutions and third-party professionals as needed.
• Assist with asset transfers, distributions, and related documentation.
• Prepare accountings related to trust matters and track deadlines.
• Maintain organized files and information in the firm’s case management system.

Skills

Paralegal experience

Trust administration

Excellent communication

Organizational skills

Legal software proficiency

Tools

Microsoft Office

Teams

Zoom

Adobe

Legal software

Job description

Full-time, in-person position in our San Diego office.

Job Description

Build your career with one of San Diego’s leading estate planning, trust and probate firms. Brierton, Jones & Jones, LLP is seeking an experienced Trust Administration Paralegal to join our growing team.

For more than 30 years, our firm has focused exclusively on probate, trust, estate, and conservatorship matters. We are one of the few firms in the region dedicated exclusively to this area of law, allowing us to provide focused expertise, practical guidance, and exceptional service.

We are looking for an experienced paralegal who understands the trust administration process and is ready to take an active role in moving matters forward from commencement through completion. The ideal candidate is highly organized, proactive, detail-oriented, and confident managing multiple trust administrations while working closely with attorneys and other members of our legal team.

Why Join Our Firm?

This is an opportunity to build a long-term career in a highly specialized area of law while working alongside an experienced and collaborative team.

We offer:

• Competitive salary based on experience
• Bonus opportunities
• 100% employer-paid medical and vision insurance
• 401(k) with employer matching
• Three weeks of paid vacation, plus paid sick leave and paid holidays
• Paid continuing education
• Quarterly firm social events

Qualifications

• Minimum of 2 years of paralegal experience
• Experience in probate, estate planning, and trust administration is a plus
• Demonstrated experience in drafting and filing of documents related to trust/probate administration
• Working knowledge of Probate Code, Local, and State Rules of Court
• Experience coordinating with financial institutions, accountants, appraisers, and other professionals involved in trust administrations
• Excellent verbal and written communication skills
• Exceptional organizational and time-management skills
• Strong attention to detail and follow-through
• Ability to independently manage multiple matters, priorities, and deadlines
• Professionalism, sound judgment, and discretion when handling confidential and sensitive information
• Ability to work independently while collaborating effectively with attorneys, paralegals, and staff
• Strong computer skills, and proficiency with Microsoft Office, Teams, Zoom, and Adobe; ability to quickly learn and adapt to legal software and office technology

Responsibilities

• Assist attorneys with estate planning and trust administration matters from commencement through completion
• Draft and file pleadings and other documents
• Assist with the collection, organization, and valuation of trust assets
• Obtain and organize financial records, account statements, asset information, and other documentation
• Coordinate with financial institutions, accountants, appraisers, and other third-party professionals as needed
• Assist with asset transfers, distributions, and related documentation
• Prepare accountings related to trust matters
• Track deadlines, outstanding items, and required follow-up throughout the administration
• Coordinate execution, notarization, recording, and delivery of documents as needed
• Maintain organized and accurate files and records
• Maintain accurate information in the firm’s case management system