Job Description
Job Description
A highly regarded boutique law firm in Walnut Creek is seeking an experienced Trusts & Estates Paralegal to support its lead partner in a busy and sophisticated Trust & Estates practice. This is a contract-to-hire opportunity offering long-term stability, excellent culture, and competitive compensation and benefits upon hire.
This role is ideal for a paralegal who enjoys working independently, taking ownership of matters, and being part of a bright, collaborative team.
Responsibilities:
Trust Administration (Primary Focus)
- Manage trust administration matters from start to finish
- Prepare and track statutory trust notices (CA Probate Code §16061.7)
- Coordinate asset collection, retitling, and trust funding
- Communicate with beneficiaries, financial institutions, and CPAs
- Prepare trust accountings, asset schedules, and distribution documents
- Maintain compliance timelines and statutory deadlines
- Draft routine correspondence and client communications
Trust & Estates Support
- Assist with pleadings, discovery, and routine motions
- Manage document collection and production
- Prepare exhibits, binders, and mediation materials
- Coordinate subpoenas, depositions, and filings
- E-file in California courts and maintain litigation calendars
- Organize and summarize financial and trust records for attorney review
Estate Planning / Transactional Support (as needed)
- Assemble estate planning document sets
- Assist with trust amendments and restatements
- Coordinate execution and notarization of documents
- Track post-signing trust funding follow-up
Probate (Nice to Have, Not Required)
- Exposure to probate filings, notices, and accountings is a plus, but not required
- Willingness to assist with probate matters as needed
- 3+ years of Trust & Estates paralegal experience
- Strong experience in trust administration
- Ability to manage matters independently and prioritize effectively
- Highly organized, detail-oriented, and deadline-driven
- Professional and compassionate client communication skills
- Comfortable working directly with a lead partner and legal team
- Must be able to work on-site in Walnut Creek
- Open to contract-to-hire with long-term career potential