Job Description
Job Description
Our client is seeking a proactive and detail-oriented Trust Administration Paralegal to join their San Francisco law firm team on an ongoing contract basis with potential for contract-to-hire. This role is ideal for someone with a strong background in trust administration who also has experience supporting estate planning matters.
Key Responsibilities:
- Prepare and draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
- Assist with trust funding and asset alignment, including coordination with financial institutions and title companies
- Support attorneys in trust administration and probate matters, including preparation of trustee notices, court filings, petitions, waivers, and consents
- Maintain accurate and organized case files, calendaring deadlines, and tracking key milestones
- Communicate professionally with clients, beneficiaries, CPAs, financial advisors, and government agencies
- Assist in preparing fiduciary accountings, estate tax returns, and trust termination documents
- Conduct legal research and stay current on California probate and trust law.
Qualifications:
- Minimum 3 years of experience as a paralegal in trust & estates law, with a focus on trust administration
- Strong working knowledge of California probate procedures and estate planning fundamentals
- Proficiency with legal document management systems and calendaring tools
- Excellent written and verbal communication skills, with a client-service mindset
- Ability to manage multiple matters and deadlines independently
- Bachelor’s degree and paralegal certificate preferred
The ideal candidate is compassionate, organized, and committed to delivering exceptional client service. While the client prefers this person to be on-site, they are open to hybrid candidates depending on experience.