Trusts & Estates Paralegal – Probate & Estate Planning

Orion Placement; San Jose (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Orion Placement in San Jose, CA seeks an experienced trusts and estates paralegal to support estate planning and probate matters in a boutique firm setting. You will prepare documents using WealthDocs, organize files, coordinate deadlines, and assist attorneys and staff across multiple active matters, with opportunities to deepen expertise in wealth planning workflows and client communications.

Relocation not provided; this in-person role emphasizes collaboration with attorneys, paralegals, and

Qualifications

• 2+ years of trusts and estates paralegal experience.
• Hands-on WealthDocs experience required.
• Probate and estate planning experience.
• Strong knowledge of legal document prep and case management.
• Excellent organizational and time management skills.

Responsibilities

• Support attorneys with estate planning and probate matters from client intake through completion.
• Prepare, organize, and maintain estate planning documents using WealthDocs.
• Assist with probate administration, trust administration, and related court matters.
• Prepare and coordinate legal documents, correspondence, forms, and filings.
• Assist with conservatorship and court-supervised trust matters as needed.
• Coordinate deadlines, appointments, client communications, and case-related follow-up.
• Gather and organize financial, family, and other information needed for estate planning and probate matters.
• Communicate professionally with clients, courts, government agencies, and other parties.
• Maintain accurate and organized electronic and physical case files.
• Work closely with attorneys and other staff to keep matters moving efficiently.
• Provide dependable administrative and substantive legal support across multiple active matters.

Skills

Paralegal experience

Estate planning knowledge

Attention to detail

Multitasking

Spanish (optional)

Education

Paralegal certificate or degree

Tools

WealthDocs

Microsoft Office

Job description

• Join a boutique legal team focused on meaningful trusts, estates, probate, and estate planning work
• Take an active role in sophisticated matters involving probate administration, trusts, estate planning, and related client needs
• Work alongside experienced attorneys with the support of a collaborative legal team
• Build deeper expertise in WealthDocs and estate planning workflows
• Enjoy a stable, in-person environment with opportunities to grow your responsibilities and legal industry expertise
• Make a direct impact by helping families navigate important estate and probate matters

Location:

San Jose, California. This is a fully on site position designed for someone who enjoys working closely with attorneys, paralegals, and clients in a collaborative office environment. Candidates may relocate at their own expense; relocation assistance is not provided.

Note:

Must have 2+ years of directly relevant trusts and estates experience and hands-on WealthDocs experience. Candidates should have practical experience supporting probate and/or estate planning matters in a law firm or similar legal environment.

About Us

We are a boutique legal practice dedicated to providing thoughtful, high-quality, and cost-effective legal services to families navigating important estate planning and probate matters. Our team values integrity, compassion, collaboration, and strong client relationships. Confidential Employer.

Job Description

• Support attorneys with estate planning and probate matters from client intake through completion
• Prepare, organize, and maintain estate planning documents using WealthDocs
• Assist with probate administration, trust administration, and related court matters
• Prepare and coordinate legal documents, correspondence, forms, and filings
• Assist with conservatorship and court-supervised trust matters as needed
• Coordinate deadlines, appointments, client communications, and case-related follow-up
• Gather and organize financial, family, and other information needed for estate planning and probate matters
• Communicate professionally with clients, courts, government agencies, and other parties
• Maintain accurate and organized electronic and physical case files
• Work closely with attorneys and other staff to keep matters moving efficiently
• Provide dependable administrative and substantive legal support across multiple active matters

Qualifications

• 2+ years of trusts and estates paralegal experience
• Hands-on WealthDocs experience is required
• Probate and estate planning experience
• Strong knowledge of legal document preparation and case management
• Excellent organizational and time management skills
• Exceptional attention to detail and follow-through
• Strong written and verbal communication skills
• Ability to manage multiple deadlines and priorities
• Proficiency with Microsoft Office and legal technology
• Ability to work independently while collaborating effectively with attorneys and staff
• Spanish fluency is a plus

Why You Will Love Working Here

You will have the opportunity to grow your trusts and estates expertise while working directly with experienced attorneys and handling substantive matters that have a meaningful impact on clients and their families. Our team values professionalism, compassion, teamwork, and work-life balance, while providing a supportive environment where strong paralegals can take ownership and continue developing their careers.