Trusts and Estates Paralegal

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

Job Details

Transactional Role - No Litigation Involved

Salary: $120,000 - $160,000 per year

Location: San Jose, California

We are seeking an experienced Transactional Trust & Estate Attorney to join our growing San Jose practice. This role focuses on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals, families, and closely held businesses. The ideal candidate is detail-oriented, client-focused, and skilled in drafting and implementing customized estate planning solutions.

About Us

• Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
• Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
• Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
• Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

Responsibilities

• Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations
• Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies
• Structure and implement wealth transfer techniques, including lifetime gifting, trust funding, and asset protection planning
• Counsel trustees and beneficiaries on trust administration, fiduciary duties, and compliance matters
• Coordinate with accountants, financial advisors, and other professionals to deliver comprehensive planning solutions
• Maintain accurate client files and ensure compliance with California probate and trust laws
• Communicate complex legal concepts clearly and effectively to clients

Qualifications

• Juris Doctor (JD) from an accredited law school
• Active membership in the California State Bar, in good standing
• 3+ years of experience in transactional trust and estate planning (additional experience welcome)
• Strong drafting skills with demonstrated experience handling sophisticated estate plans
• Solid understanding of federal and California estate, gift, and trust taxation
• Excellent analytical, organizational, and client-communication skills

Equal Opportunity Employer

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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