Trusts and Estates Paralegal

Transactional Role - No Litigation Involved Location: San Jose, California Salary: $120,000 - $160,000 per year Unique qualities of our firm: Personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you. Multi-service practice: We are a multi-discipline firm that can serve a wide range of legal matters, allowing clients to efficiently handle both personal and professional matters in one place. Reputation: Members of our firm have been included in the list of California Super Lawyers, a prestigious distinction given to only elite lawyers in their respective fields. Resources: Our firm is backed by experienced attorneys who are leaders in their respective fields, bringing collective resources, insight, and knowledge to each matter. Overview We are seeking an experienced Transactional Trust & Estate Attorney to join our growing San Jose practice. This role focuses on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals, families, and closely held businesses. Key Responsibilities Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations. Advise clients on estate, gift, generation‑skipping transfer (GST), and income tax planning strategies. Structure and implement wealth transfer techniques, including lifetime gifting, trust funding, and asset protection planning. Counsel trustees and beneficiaries on trust administration, fiduciary duties, and compliance matters. Coordinate with accountants, financial advisors, and other professionals to deliver comprehensive planning solutions. Maintain accurate client files and ensure compliance with California probate and trust laws. Communicate complex legal concepts clearly and effectively to clients. Qualifications Juris Doctor (JD) from an accredited law school. Active membership in the California State Bar, in good standing. 3+ years of experience in transactional trust and estate planning (additional experience welcome). Strong drafting skills with demonstrated experience handling sophisticated estate plans. Solid understanding of federal and California estate, gift, and trust taxation. Excellent analytical, organizational, and client‑communication skills. Equal Employment Opportunity Statement Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy #J-18808-Ljbffr The Los Angeles County Bar Association - LACBA