Trust Administration & Probate Paralegal

Overview

A law firm specializing in estate planning and trust administration is seeking a Remote Trust Administration & Probate Paralegal. This role involves assisting families through the probate process with clarity and compassion, ensuring estates are settled accurately, respectfully, and on time. The firm has extensive experience in California estate planning and is looking for a skilled paralegal who works independently and values client service.

Responsibilities

Case Management

• Manage probate and trust administration files with confidence and minimal supervision
• Draft petitions, pleadings, accountings, correspondence, and supporting documents
• Review probate notes and ensure timely, accurate court filings
• Record legal documents with the County Recorder
• Prepare concise case summaries for attorney review
• Prepare trust administration and probate-related documents for attorney and client review

Client & Communication

• Serve as a primary point of contact for clients, providing clarity, compassion, and professionalism throughout their matters
• Coordinate attorney calendars, appointments, and deadlines
• Utilize the practice management system for client communication and coordination
• Maintain well-organized, compliant digital files using practice management software and Microsoft SharePoint

Requirements

• Minimum 3 years of paralegal experience in California estate planning, probate, and trust administration
• Strong working knowledge of California Probate Law
• Bachelor's degree and/or paralegal certificate preferred but not required
• Valid Driver's License and reliable transportation
• Excellent written and verbal communication skills
• Strong computer proficiency
• Experience with LLCs and corporate matters is a plus

Compensation & Benefits

• Salary range: $70,000 - $80,000 annually, depending on experience
• Full-time remote position, Monday through Friday, 8:30 am to 5:00 pm Pacific Time
• Paid vacation and holidays
• 401(k) plan with 3% employer match
• Profit-sharing opportunities

Location

This is a fully remote position based on Pacific Time hours.