Senior Trust & Estate Paralegal
Overview
You will own complex probate, trust administration, and estate planning matters from inception to final distribution at a boutique San Francisco law firm. With 7+ years of trust and estate experience, you will manage filings, draft documents, and coordinate with clients and courts. The firm expects precision, proactive communication, and minimal revision in your work. This role stands out for its direct responsibility and high standards, where you will be the go-to paralegal for attorneys and clients.
What You'll Do8
- 1Manage probate and trust administration matters from opening through final distribution, including preparing petitions, notices, inventories, accountings, and court filings.
- 2Draft estate planning documents using WealthCounsel, and review trusts, wills, amendments, and beneficiary designations for accuracy.
- 3Coordinate with clients, beneficiaries, financial institutions, and opposing counsel to keep matters moving and resolve issues.
- 4Monitor court deadlines and ensure all filings meet statutory timelines.
- 5Assist with trust funding, asset transfers, and final distributions to beneficiaries.
- 6Maintain complete and organized electronic files in Smokeball or similar practice management software.
- 7Identify legal and procedural issues early and communicate them to the supervising attorney before they escalate.
- 8Provide exceptional client service by keeping clients informed and responding promptly to inquiries.
Requirements8
- 17+ years of recent trust and estate paralegal experience.
- 2Experience independently managing probate and trust administrations from opening to final distribution.
- 3Active California Notary Public commission.
- 4Qualifications to serve as a paralegal under California Business & Professions Code §6450.
- 5Strong working knowledge of California probate law and procedures.
- 6Advanced proficiency in Microsoft Word and working knowledge of Microsoft Excel.
- 7Experience with legal practice management software.
- 8Ability to manage multiple priorities while maintaining exceptional accuracy.
Salary Insight
$110 - $130k per year
Location
Required Skills
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