Trust and Estate Paralegal

1 week ago

San Diego, CA, United States Eastridge InfoTech Full time

A long-established California practice is seeking a Paralegal with 5+ years of experience in estate planning and trust and estate administration. This role supports attorneys on complex matters and contributes to a growing team.

Qualifications

  • 5+ years of trusts and estates paralegal experience
  • ABA approved Paralegal Certificate required
  • Notary Public preferred
  • Strong knowledge of California Probate Code and trust administration
  • Estate tax return experience preferred
  • Skilled drafting, writing, and communication abilities
  • Familiar with practice management and e-filing systems
  • Able to manage multiple matters, meet deadlines, and work independently
Key Responsibilities
  • Assist attorneys with trust and estate administration
  • Draft estate planning documents, petitions, accountings, and court filings
  • Prepare calculations and spreadsheets for planning matters
  • Participate in client meetings
  • Maintain case files and track deadlines
  • Communicate with clients, beneficiaries, and third parties
  • Gather financial and tax-related information
  • Conduct research, proofread documents, manage signatures, and handle e-filing
  • Maintain confidentiality and support document routing


Eastridge Workforce Solutions is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We celebrate diversity and are committed to creating an inclusive environment for all employees. Please note that Eastridge is unable to provide visa sponsorship to applicants.

Certain clients require Eastridge to perform background checks and Eastridge will consider qualified applicants with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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