Trust & Probate Litigation Paralegal

Job Description

Job Description

Our client is a boutique trust and estate litigation firm specializing in representing trustees and beneficiaries in complex probate and trust disputes. The firm is known for its high-performing, collaborative team that values accountability, communication, and excellence in client service.

This is a key role within the litigation team, offering ownership over a caseload and the opportunity to contribute meaningfully to case strategy, workflow management, and client outcomes.

Key Responsibilities

• Case Management & Workflow Oversight

• Manage a portfolio of trust and probate litigation matters from intake through resolution or trial

• Monitor case progress using internal systems and ensure matters are advancing appropriately

• Identify and escalate issues such as overdue tasks, stalled cases, billing delays, or extended timelines

• Coordinate with responsible attorneys to ensure weekly case status updates are completed

• Ensure monthly client case status letters are prepared and sent consistently

Litigation Support & Execution

• Handle all phases of active litigation matters, including court filings (electronic and physical)

• Draft, prepare, and edit legal documents and discovery responses

• Conduct document review, legal research, cite-checking, and shepherdizing

• Prepare deposition summaries, trial binders, exhibit lists, and trial support materials

• Maintain organized case files and ensure case management systems are updated and accurate

• Manage deadlines, calendars, and litigation milestones to ensure timely execution

Communication & Team Support

• Serve as a central communication point between attorneys, clients, and support staff

• Support onboarding and initial case planning meetings with new clients

• Mentor junior paralegals and legal assistants as needed

• Review and monitor time entries for accuracy and completeness

Strategic & Operational Contribution

• Anticipate case next steps and proactively manage workflow

• Identify workload or case progression issues and collaborate with the team to resolve

• Support special projects assigned by firm leadership

• Ensure compliance with firm standards for case progression and performance metrics

Qualifications

• 5+ years of litigation paralegal experience

• At least 3+ years of trust and estate litigation experience

• Experience supporting at least 25 depositions and 3 trials

• Strong knowledge of Probate Code, California Rules of Court (CRC), and Code of Civil Procedure (CCP)

• Proficiency in Adobe Acrobat Pro (OCR, Bates stamping, document management)

• Familiarity with Trial Director or similar litigation support tools

• Strong Microsoft Office skills (Word, Excel, Outlook, Teams)

• Experience with case management systems (Clio or similar preferred)

• Strong organizational skills and ability to thrive in a fast-paced environment

• Excellent written and verbal communication skills

• Ability to manage time entries accurately and consistently

Compensation & Benefits

• Competitive salary (based on experience)

• Medical, dental, and vision insurance

• 401(k) with safe harbor matching

• Health savings account (HSA) and FSA options

• Paid time off (PTO)

• Life insurance

• Paid parental leave

• Paid professional development opportunities

• Internal growth and leadership opportunities

Trust & Probate Litigation Paralegal Company Description

Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities

Company Description

Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities