Probate and Trust Paralegal [HE095]

Job Description

Job Description

Firm Overview

Boutique Law Firm founded by Vincent M. Casiano – focuses on Probate and Trust Administrations and the Litigation surrounding Estates and Trusts coupled with an Estate Planning Practice. Our firm represented seniors and their families with the legal issues that arise as one grows older and the passing of wealth from one generation to the next.

Role Overview

The Trust & Probate Paralegal will support the attorney in all aspects of probate and trust administrations and litigation surrounding probate, trust and estates. This role requires a high level of independence, exceptional communication skills, and strong technical proficiency to thrive in a hybrid/virtual environment.

Essential Duties & Responsibilities

• Probate Administration :
• Direct communication with clients to collect information necessary to including in filings
• Prepare and file petitions, manage deadlines, and coordinate court filings.
• Draft judicial council forms for all aspects of probate administrations
• Draft probate code compliant accounts using software provided
• Trust Administration :
• Direct communication with clients to collect information necessary for administration of the Trust.
• Draft notices, real property documents (Deeds, PRCORs, Affidavits, Change of Ownership, Trust Certifications etc.)
• Handle trust funding, asset retitling, and communication with beneficiaries.
• Draft probate code compliant accounts using software provided
• Trust and Estate Litigation :
• Direct communication with clients to collect information necessary to either bring claims to dispute validity of estate planning documents or fiduciary abuse claims or to litigate validity of such claims
• Draft, review, summarize and proofread pleadings, correspondence, fiduciary reports, and petitions.
• Discovery – Draft discovery including special interrogatories, request for admissions, request for production, subpoenas, deposition notices.
• Court Appearances & Depositions :
• Attend depositions and trials as needed.
• Provide litigation support, including assistance with discovery and trial preparation.
• Client & Beneficiary Relations :
• Client maintenance - Maintain regular contact, prepare for meetings, and provide timely case updates.
• Collaboration & Administration :
• Support file management, maintain accurate records, and enter data in Clio.

Key Qualifications & Core Competencies

• Minimum of 5 Years of Trust & Probate Litigation Paralegal Experience:

Significant hands-on experience in trust administration, probate, and litigated probate matters within a law firm setting.

• Focused on civil/commercial litigation.
• Solid experience in trial preparation, including organizing exhibits, preparing witness lists, coordinating with experts, and managing pre-trial deadlines.
• Hands-on experience supporting attorneys through mediation and mandatory settlement conferences.
• While 95% of cases typically settle during mediation or settlement conferences, candidates must have participated in at least a few full trial preparations to understand the scope and demands of litigation.
• Strong organizational and case management skills , with the ability to work independently and meet tight deadlines.
• Strong English Communication Skills (Written & Verbal):
• Proven Organizational Skills & Meticulous Attention to Detail:

Essential for managing complex matters and supporting an aggressive litigating practice; precision is critical.

• High Level of Integrity, Empathy, and Discretion:

Strict confidentiality and compassionate, professional demeanor when handling sensitive information.

• Demonstrated Ability to Work Independently and Proactively in a Virtual Environment:

Able to self-manage, take initiative, and thrive in a remote or hybrid setup.

• Strong Technical Proficiency with Google Workspace and the Aptitude to Master Clio:

Comfort with daily use of modern legal tech to maintain smooth workflows.

Work Arrangement

• While much of the work can be performed remotely, candidates must be based in San Diego. This is essential to support occasional in-person litigation matters, including depositions, trials, discovery assistance, and court appearances.

Location

Casiano Law Firm

4967 Newport Avenue, Suite 12-172

San Diego, CA 92107

Schedule

• Monday to Friday, 9:00 AM – 5:00 PM , with availability on weekends if necessary to meet deadlines or urgent client needs.

Our Core Values

• Client-Centered Compassion & Advocacy
• Excellence & Meticulousness
• Proactive Ownership & Independence
• Unwavering Integrity & Discretion
• Efficiency Through Innovation

Why Join Us

• Meaningful and High-Impact Work in a Critical Niche
• A Culture Defined by Purpose, Excellence, and Compassion (with a Strategic Edge)
• Modern, Flexible, and Empowering Virtual Environment
• Exceptional Leadership and Learning Opportunities from a Renowned Expert
• Focus on Client-Centric, Customized Solutions with Clear Values

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.