Probate Litigation Paralegal

Job Description

Job Description

We are looking for an experienced Probate Litigation Paralegal to join a collaborative boutique law firm in Sherman Oaks, California. This role supports attorneys handling probate disputes, trust administration, and related estate matters, with meaningful involvement across the full case lifecycle. The firm offers a detail-oriented yet relaxed environment where team members are trusted to work independently, contribute proactively, and continue expanding their skills through hands-on exposure to substantive legal work.

Responsibilities:

• Support attorneys with probate litigation from intake through final resolution.

• Prepare, revise, and submit court filings such as petitions, motions, inventories, orders, accountings, and other case documents.

• Track deadlines, monitor case progress, and maintain compliance with procedural requirements for active matters.

• Research legal questions involving probate proceedings, trusts, wills, and creditor issues to assist case strategy and filings.

• Serve as a point of contact for clients, beneficiaries, courts, and financial institutions by sharing updates and coordinating needed information.

• Assist with discovery and trial readiness by organizing records, preparing exhibits, and supporting attorneys before hearings, mediations, depositions, and trial proceedings.

• Help compile information for estate and gift tax return preparation and filing at the state level.

• Maintain well-organized case files, correspondence, and estate records to ensure accurate documentation throughout each matter.

• Support asset identification, valuation, and distribution efforts as part of estate administration activities.

• At least 3 years of paralegal experience focused on probate, trust matters, estate administration, or related litigation.
• Prior hands-on experience in probate work is required.
• Paralegal certification is required.
• Strong ability to manage litigation matters, including discovery support, document preparation, and trial coordination.
• Proficiency with case management and legal billing software, including tools such as Practice Master and Tabs3, is preferred.
• Comfortable using everyday legal technology such as Microsoft Office, Dropbox, DocuSign, Adobe, Zoom, and Teams.
• Excellent organizational skills with the ability to manage multiple deadlines and maintain accurate files in a fast-paced practice.
• Strong written and verbal communication skills for working effectively with attorneys, clients, court personnel, and outside parties.