Senior Trust & Estates Paralegal

We are seeking an experienced Senior Trust & Estates Paralegal to join a sophisticated private client practice serving high-net-worth individuals, families, family offices, fiduciaries, and closely held businesses. This is an excellent opportunity for a seasoned professional who thrives in a client-focused environment and enjoys taking ownership of complex trust and estate administration matters, while supporting related real estate, business entity, and charitable planning matters. Responsibilities Manage complex trust and estate administrations from inception through completion. Prepare asset inventories and assist with the valuation, transfer, retitling, and distribution of estate and trust assets. Support the preparation of federal estate, gift, and fiduciary tax filings. Assist with trust funding and ongoing trust administration matters. Prepare deeds, assignments, transfer documents, beneficiary distribution documents, receipts, and releases. Draft probate documents, court filings, and estate administration materials. Assist with fiduciary accountings and administration reporting. Coordinate with clients, trustees, beneficiaries, accountants, financial institutions, appraisers, and other professional advisors. Support real estate transfers and related property matters arising from estate planning and administration. Assist with the formation, maintenance, governance, and dissolution of corporations, LLCs, partnerships, and nonprofit entities. Track critical deadlines, filings, distributions, and compliance requirements across multiple matters. Qualifications 7+ years of trust and estates paralegal experience. Strong experience with estate and trust administration, probate, and wealth transfer matters. Knowledge of estate, gift, fiduciary, and property tax concepts. Experience preparing real estate transfer documentation and coordinating related filings. Familiarity with entity formation, governance, and compliance matters. Strong proficiency with Microsoft Office, particularly Word, Excel, and Outlook. Excellent organizational, project management, and communication skills. Ability to manage multiple sophisticated matters while maintaining exceptional attention to detail. Comfortable interacting directly with clients, fiduciaries, accountants, financial institutions, and other advisors. Compliance with California Business & Professions Code #J-18808-Ljbffr Ekspert Counsel