Trust & Estate Planning Legal Clerk

Job Description

Job Description

Job Summary

A prominent and established law firm in Downtown San Diego is seeking a detail-oriented Trust Estate Planning Legal Clerk to support its growing Estate Planning and Probate practice. This direct hire opportunity is ideal for a legal professional who enjoys working closely with attorneys, clients, fiduciaries, financial advisors, and other professionals on sensitive and complex trust and estate matters.

The Trust Estate Planning Legal Clerk will play an important role in document preparation, file management, calendaring, client communication, and administrative support. This position offers the opportunity to join a stable, highly regarded legal practice with experienced attorneys, supportive leadership, and a collaborative team environment. Candidates who value accuracy, professionalism, client service, and long-term career growth will find this to be an excellent opportunity.

Key Responsibilities

- Serve as a professional point of contact for clients, fiduciaries, financial advisors, courts, and third parties while maintaining confidentiality and discretion.
- Prepare, proofread, format, assemble, and organize estate planning, probate, trust administration, and related legal documents.
- Coordinate signing ceremonies, witness requirements, notarizations, closing binders, electronic document packages, and client follow-up.
- Open, maintain, organize, scan, index, retrieve, and close physical and electronic client files using firm document management procedures.
- Manage attorney calendars, deadlines, ticklers, task lists, meetings, agendas, exhibits, and follow-up correspondence.
- Assist with administrative operations, billing and matter administration, mail processing, copying, vendor coordination, and general office support.

Compensation and Benefits

- Salary range: $55,000 to $65,000 per year.
- Employment type: Direct hire.
- Location: Downtown San Diego, CA.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
- transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Company Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.