Trust & Estate Paralegal

Paralegal - Trust & Estate Administration

Location: La Mesa, CA (Hybrid Schedule Available)

Employment Type: Direct Hire, Full-Time

Compensation: $75,000 - $95,000 annually

Schedule: Monday-Friday, 8:00 AM - 5:00 PM

About the Firm

A well-established and highly respected law firm in La Mesa is seeking an experienced Paralegal - Trust & Estate Administration to join its growing team. The firm focuses on estate planning, trust administration, probate, conservatorships, elder law, and special needs planning, providing compassionate legal guidance to individuals and families navigating complex life transitions.

The firm is known for its collaborative culture, client-centered approach, and commitment to delivering exceptional service while helping clients protect their assets, care for loved ones, and plan for the future.

Position Overview

This position is ideal for a paralegal with strong experience in Trust & Estate Administration, including trust administration, probate, conservatorships, and estate planning matters. The successful candidate will be highly organized, proactive, and capable of independently managing matters from inception through completion while maintaining excellent communication with attorneys, clients, courts, and third parties.

Key Responsibilities

• Manage trust and probate administration matters from opening through completion.
• Draft, prepare, and file probate, trust administration, and conservatorship pleadings.
• Prepare estate planning and related legal documents.
• Maintain and organize case files, ensuring accuracy and compliance.
• Track deadlines, court requirements, and case milestones.
• Coordinate with attorneys to efficiently move matters through the legal process.
• Communicate with clients, beneficiaries, fiduciaries, courts, and other parties.
• Assist with conservatorship matters as needed.
• Utilize case management software to track and organize matters.
• Provide compassionate and professional support to clients, including elderly and special-needs individuals and families.

Qualifications

Required

• Minimum 3 years of recent Trust & Estate experience, including one or more of the following:
  • Trust Administration
  • Probate
  • Estate Planning
  • Conservatorships
• Experience drafting and filing trust, probate, and conservatorship pleadings.
• Knowledge of California Probate Code, court procedures, and filing requirements.
• Strong organizational and time management skills.
• Ability to independently manage a caseload and prioritize competing deadlines.
• Excellent written and verbal communication skills.
• Strong attention to detail and proficiency with legal technology.

Preferred

• 3-5+ years of Trust & Estates experience.
• Conservatorship experience.
• Estate planning document preparation experience.
• Experience with Clio or similar case management software.
• Experience with court-supervised estate administration matters.

Ideal Candidate

The ideal candidate will be:

• Experienced in Trust & Estate law, including probate, trust administration, estate planning, and conservatorships.
• Intelligent, adaptable, and quick to learn.
• Highly organized with excellent follow-through.
• Comfortable working within established processes and procedures.
• Professional, personable, and client-focused.
• Able to build trust with clients during challenging personal and family situations.
• Demonstrate a stable career history with longevity and commitment in previous roles.
• A strong cultural fit for a collaborative and supportive office environment.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.