Trust and Estate Attorney Support

3 weeks ago


Santa Barbara, California, United States Ambrecht & Martinez, LLP Full time
Job Summary

We are seeking a skilled Paralegal to join our team at Ambrecht & Martinez, LLP in Santa Barbara, California. The successful candidate will have a strong background in estate planning, tax law, or a related field and be able to support attorneys in preparing and managing estate planning documents and cases.

Key Responsibilities
  • Prepare estate planning documents, including wills, trusts, and powers of attorney.
  • Conduct research and analysis on estate planning, tax law, and succession matters.
  • Support attorneys in preparing and filing court documents and tax forms.
  • Maintain accurate and confidential client files.
  • Collaborate with attorneys and clients to gather necessary documentation and provide updates.
  • Review and summarize legal documents for attorney review.
  • Manage deadlines and assist with case management.
  • Liaise with financial institutions and other professionals to facilitate client needs.
Compensation and Benefits

The salary for this position is $95,000 - $125,000 per year, depending on experience, and includes a comprehensive benefits package.

About Our Firm

Ambrecht & Martinez, LLP is a boutique law firm specializing in estate planning, tax law, and succession planning. Our team is dedicated to providing exceptional client service in a collaborative and professional environment.



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