Trusts and Estates Paralegal

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

Job summary

A prestigious law firm is seeking an experienced Transactional Trust & Estate Attorney to join their San Jose practice. The role focuses on sophisticated estate planning, trust administration, and wealth transfer techniques for various clients. Ideal candidates should have a Juris Doctor, California Bar membership, and at least 3 years of relevant experience. Strong drafting and client communication skills are essential. Join a team known for personalized service and comprehensive legal solutions.

Qualifications

• 3+ years of experience in transactional trust and estate planning.
• Understanding of federal and California estate, gift, and trust taxation.

Responsibilities

• Draft and review estate planning documents.
• Advise clients on estate and gift tax planning strategies.
• Structure and implement wealth transfer techniques.
• Counsel on trust administration and compliance matters.
• Coordinate with financial professionals for planning solutions.

Skills

Strong drafting skills

Client communication

Analytical skills

Organizational skills

Education

Juris Doctor (JD) from an accredited law school

Active membership in the California State Bar

Job description

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Transactional Role - No Litigation Involved

Hosted by: Jeff Diepenbrock

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

Job Details

Location: San Jose, California

About Our Firm

• 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.
• 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.
• 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.
• 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.

Why Join Us

The unique qualities of our firm listed above provide the ideal environment for professionals seeking to grow and make an impact.

Overview

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.

Key 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

About Your Application

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