Trusts & Estates Paralegal — WealthDocs Expert

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

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