Trust and Estates Paralegal

Avata Partners; San Francisco (CA); Hybrid; USD 80,000 - 130,000; Full time

Job summary

A reputable law firm in the East Bay is seeking an experienced trust and estates paralegal for their Oakland office. This role involves managing probate proceedings, drafting estate plans, and supporting attorneys in estate planning and trust administration processes.

Benefits

Medical Insurance

Vision Insurance

401(k)

Qualifications

• 5+ years’ experience in probate/trust administration preferred.
• Knowledge of California probate procedures and court filings.

Responsibilities

• Draft and assist with estate planning and trust administration documents.
• Support probate court filings and communicate with clients.

Skills

Organizational Skills

Communication

Education

Bachelor’s Degree

Paralegal Certificate

Tools

Office 365

Tax Preparation Software

Job description

2 days ago Be among the first 25 applicants

This range is provided by Avata Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $130,000.00/yr

Direct message the job poster from Avata Partners

Reputable law firm in the East Bay is seeking an experienced trust and estates paralegal in their Oakland office. This role involves handling trust administrations, court-supervised probate matters, and drafting comprehensive estate plans. The ideal candidate will manage probate proceedings from initiation through final distribution.

Job Summary

Under the supervision of attorneys, this position supports estate planning, trust and probate administration, and related legal processes.

Key Responsibilities

• Draft and assist with estate planning and trust administration documents
• Review and organize financial records; identify and categorize assets
• Support probate court filings (e.g., Heggstad and Probate Code §850 petitions)
• Communicate with clients and advisors; assist with trust funding and deed preparation
• Prepare federal estate tax returns and maintain client files
• Calendar and track deadlines and court notices
• Perform additional administrative and legal support as needed

Qualifications

• Bachelor’s degree and/or paralegal certificate required
• 5+ years’ experience in probate/trust administration preferred
• Knowledge of California probate procedures and court filings
• Proficient in Office 365, especially Word, Excel, and PowerPoint
• Familiarity with tax preparation software a plus
• Strong organizational skills and ability to meet deadlines
• Must work onsite 5 days/week for the first 90 days, then hybrid (3 days/week in office)
• CA Notary commission is a plus

Qualified candidates should send their resume to Norah at [e-mail]. We look forward to contacting candidates that are a potential match.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal, Administrative, and Writing/Editing

• Industries

  Staffing and Recruiting, Legal Services, and Trusts and Estates

Referrals increase your chances of interviewing at Avata Partners by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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