TRUST & ESTATE PARALEGAL

RJS LAW; San Diego (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

RJS Law in downtown San Diego seeks an experienced estate planning paralegal to support our Family Wealth Group in providing estate planning and administration services for high-net-worth clients.

The role focuses on preparing wills, trusts, powers of attorney, funding trusts, probate administration, and related filings, emphasizing accuracy, organization, and teamwork within a fast-paced, in‑office environment.

Qualifications

• Bachelor's degree required, per California Business and Professions Code Section 6450 et seq. (Paralegal Certificate a plus)
• 3–5 years probate/estate planning paralegal experience
• Knowledge of estate planning and probate procedures and documents (pour-over wills, revocable trusts, etc.)
• Strong drafting, organizational, and time-management skills
• Proficiency in Microsoft Office and law-office trust/estate software
• Excellent analytical and written/verbal communication; team-oriented; able to work under pressure

Responsibilities

• Assist attorneys in preparing estate documents (wills, trusts, powers of attorney, health care directives, etc.)
• Assist clients in funding trusts and related funding procedures
• Support trust administration including fundings, accountings, and tax returns
• Aid in probate proceedings from appointment to final distribution, including court filings

Skills

Estate planning knowledge

Drafting documents

Organizational skills

Attention to detail

Analytical skills

Communication skills

Team player

Work under pressure

Education

Bachelor's degree

Paralegal certificate

Tools

Microsoft Office

Trust/Estate software

Job description

RJS Law seeks a highly skilled, knowledgeable, and motivated estate planning paralegal to join our Family Wealth Group in providing estate planning and administration services to families and high-net-worth individuals.

Estate Planning

Assist attorneys in preparation of estate documents including wills, trusts, powers of attorney for health care and property management, and nominations of guardians. Assist clients in funding their trusts. Utilize working knowledge of the formation and estate-planning function of limited liability companies, charitable foundations, and family limited partnerships.

Trust Administration

Utilize knowledge of the procedures for post-mortem trust administration, including, but not limited to, funding sub-trusts, preparation of trust accountings, distribution of assets, and preparation of fiduciary income tax returns and estate tax returns.

Probate

Assist in all aspects of opening probate proceedings from the appointment of a personal representative to the final distribution of the estate, including valuation of estate assets, preparation of probate accountings, and the drafting of all court forms, petitions, and orders.

Qualifications and Requirements:

Education:

Bachelor's degree required, along with the education and experience requirements set forth in California Business and Professions Code Section 6450 et seq. (Paralegal Certificate a plus)

Experience:

At least three to five years of experience as a probate/estate planning paralegal.

Knowledge, Skills, and Abilities:

• Significant knowledge of the procedures, terminology, and documents relating to estate planning and probate matters, including pour-over wills, revocable and irrevocable trusts, assignments of personal property, powers of attorney, advance health care directives, and HIPAA authorizations.
• Able to competently and efficiently draft documents.
• Outstanding organizational and time management skills.
• Demonstrated ability to both understand the “big picture” and deliver work with close attention to detail.
• Proficiency in the use of Microsoft Office software (Word, Outlook, Excel) and related law office trust and estate software.
• Excellent analytical skills and communication skills (written and verbal).
• Ability to work effectively within a team environment and to work proactively.
• Ability to work under pressure in a fast-paced environment and to coordinate multiple tasks concurrently.

Why Join Us

We offer a supportive, professional environment that values growth, balance, and teamwork. You will collaborate with attorneys who appreciate initiative and precision, while enjoying meaningful client interaction and autonomy in your day-to-day work.

We have a great team of people — we work hard, we like each other, and we love our clients. Our goal is to serve them, and one another, as we work as a team. If you would like to work in a culture where you are cared for, and you care about our clients, we are interested in talking to you!

RJS Law is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other characteristic protected by applicable law. Consistent with the California Fair Chance Act, qualified applicants with arrest or conviction records will be considered for employment.

Salary Range: $60,000.00 – $80,000.00 per year (non-exempt), depending on experience and knowledge.

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In office, in person, downtown San Diego.