Trusts & Estates Paralegal - Probate & Trust Administration

Adams & Martin Group; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package including vacation, medical and dental insurance, and 401(k)

Job summary

A well-established law firm in Del Mar, CA is seeking an experienced Trusts & Estates Paralegal to manage complex cases and provide exceptional client service. The ideal candidate will have over 5 years of paralegal experience and strong organizational skills. Responsibilities include preparing legal documents, assisting attorneys, and maintaining case files. This is a full-time position offering competitive salary and a comprehensive benefits package.

Qualifications

• 5+ years of paralegal experience in trusts and estates.
• ABA-approved paralegal certificate or attestation required.
• Proficiency in e-filing and handling real property documentation.
• Strong knowledge of probate, estate planning, and trust administration processes.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational abilities.

Responsibilities

• Prepare and e-file legal documents related to probate, trust administration, and estate planning.
• Draft and record real property documents.
• Assist attorneys with trust and estate administration, including asset marshaling, accountings, and distributions.
• Communicate with clients, financial institutions, and court personnel.
• Maintain accurate case files and timelines.

Job description

A well-established law firm in Del Mar, CA is seeking an experienced Trusts & Estates Paralegal to manage complex cases and provide exceptional client service. The ideal candidate will have over 5 years of paralegal experience and strong organizational skills. Responsibilities include preparing legal documents, assisting attorneys, and maintaining case files. This is a full-time position offering competitive salary and a comprehensive benefits package.