Legal Staff Paralegal in San Diego, CA

Law Firm

San Diego, CA

Legal Staff Paralegal in San Diego, CA

Legal Staff

4-7 yrs required

No

H1: Trust & Estates Paralegal (Multiple Offices) at Law Firm
H2: Join Our Team as a Trust & Estates Paralegal at **MEMBERS ONLY**SIGN UP NOW***.

- Competitive salary range of to per hour in California
- Full-time position with hybrid work schedule (3 days in office, rest remote)
- Minimum of 4-7 years experience in trust and estates law required
- ABA-approved paralegal certification or equivalent required
- Strong understanding of estate planning, probate and trust administration
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and prioritize effectively in fast-paced environment
- Proficiency in Windows 10, Microsoft Office, NetDocs, and BNA Forms preferred
- Minimal domestic travel may be required (up to 10%)
- Equal opportunity employer with a commitment to diversity and inclusion

Responsibilities:

- Support attorneys in Tax/Employee Benefits/Trusts & Estates practice group
- Draft and refine essential legal documents such as trusts, wills, and powers of attorney
- Engage with clients, trustees, and family members
- Handle post-mortem real estate filings, trustee notifications, and estate tax returns
- Maintain organized and accessible client files
- Collaborate with attorneys, colleagues, clients, and the court

Qualifications:

- 4-7 years of experience in trust and estates law
- High school diploma or equivalent required, bachelor's degree preferred
- ABA-approved paralegal certification or equivalent required
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and prioritize effectively in fast-paced environment
- Proficiency in Windows 10, Microsoft Office, NetDocs, and BNA Forms preferred
- Ability to work overtime, evenings, and weekends as needed

Join our team at **MEMBERS ONLY**SIGN UP NOW***., a global Am Law 50 law firm, as a Trust & Estates Paralegal in our Tax/Employee Benefits/Trusts & Estates practice group. We are seeking a detail-oriented and skilled individual with experience in estate planning and trust administration to support our attorneys. This position can be based in any of our multiple offices in California.

The ideal candidate will possess exceptional technical, organizational, and administrative skills to manage diverse responsibilities in our fast-paced environment. Professionalism and teamwork are crucial, as collaboration with attorneys, colleagues, clients, and the court is integral to the role. Prioritization, flexibility, and adaptability are essential to thrive in this rewarding position.

We offer a competitive salary range of to per hour in California and a hybrid work schedule (3 days in office, rest remote). Minimal domestic travel may be required (up to 10%). We are an equal opportunity employer with a commitment to diversity and inclusion.

Responsibilities:

- Support attorneys in Tax/Employee Benefits/Trusts & Estates practice group
- Draft and refine essential legal documents such as trusts, wills, and powers of attorney
- Engage with clients, trustees, and family members
- Handle post-mortem real estate filings, trustee notifications, and estate tax returns
- Maintain organized and accessible client files
- Collaborate with attorneys, colleagues, clients, and the court

Qualifications:

- 4-7 years of experience in trust and estates law
- High school diploma or equivalent required, bachelor's degree preferred
- ABA-approved paralegal certification or equivalent required
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and prioritize effectively in fast-paced environment
- Proficiency in Windows 10, Microsoft Office, NetDocs, and BNA Forms preferred
- Ability to work overtime, evenings, and weekends as needed

Education and Experience:

- High school diploma or equivalent required, bachelor's degree preferred
- 4-7 years of experience in trust and estates law
- ABA-approved paralegal certification or equivalent required

Salary Information:

- Competitive salary range of to per hour in California

Qualifications and Experience:

- Minimum of 4-7 years of experience in trust and estates law
- Strong understanding of estate planning, probate and trust administration
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
- High level of professionalism and ability to work collaboratively with a team
- Working knowledge of Federal, and . District Courts rules and procedures
- Ability to work overtime, evenings, and weekends, as needed
- Possess excellent spelling, grammar, and punctuation skills

Computer/Software Knowledge:

- Proficiency in Windows 10, Microsoft Outlook, Excel, PowerPoint, Adobe Acrobat Professional, Zoom, and Teams
- Experience with NetDocs or other document management system is preferred, as is experience with BNA Forms
- Must be able to quickly learn new skills and systems

Work Environment:

- Hybrid work schedule (3 days in office, rest remote)
- Overtime may be required as job duties demand

Travel Requirements:

- Minimal domestic travel may be required to other SMRH offices and trials, up to 10%

Join our team at **MEMBERS ONLY**SIGN UP NOW***., a global Am Law 50 law firm, as a Trust & Estates Paralegal in our Tax/Employee Benefits/Trusts & Estates practice group. We are seeking a detail-oriented and skilled individual with experience in estate planning and trust administration to support our attorneys. This position can be based in any of our multiple offices in California.

The ideal candidate will possess exceptional technical, organizational, and administrative skills to manage diverse responsibilities in our fast-paced environment. Professionalism and teamwork are crucial, as collaboration with attorneys, colleagues, clients, and the court is integral to the role. Prioritization, flexibility, and adaptability are essential to thrive in this rewarding position.

We offer a competitive salary range of $

Apr 09, 2025
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