Trust and Estate Litigation Paralegal

About the role

The firm is known for handling sophisticated, high-value matters while fostering a collaborative, people-first culture. With plans to double in size over the next two years, you'll have the opportunity to make a meaningful impact, work alongside experienced legal professionals, and grow your career in a firm that values innovation, accountability, and continuous learning.

Responsibilities

• Manage trust and estate litigation cases from inception through trial or resolution.
• Support attorneys by proactively managing case deadlines, calendars, and workflow.
• Draft, prepare, proofread, and format pleadings, motions, legal correspondence, and court filings.
• Prepare and file documents electronically and physically in California courts.
• Cook up depositions, mediations, hearings, and trial preparation.
• Prepare trial binders, exhibits, witness materials, and evidence for trial.
• Draft discovery documents, pleadings, and litigation support materials.
• Conduct legal research, cite checking, and shepherdizing.
• Maintain organized case files and accurate case management records.
• Monitor case progress and communicate status updates to attorneys and clients.
• Prepare monthly client status reports and ensure timely client communication.
• Track billable time daily and maintain accurate billing records.
• Collaborate with attorneys, legal assistants, and support staff to keep cases moving efficiently.
• Mentor junior legal staff and help maintain high-quality work product.

Requirements

• Minimum of 5 years of litigation paralegal experience, including at least 3 years in California Trust & Estate Litigation.
• Supported 25+ depositions and at least 3 trials, including exhibit and evidence.
• Strong experience drafting pleadings, motions, and litigation documents beyond discovery shells.
• Comprehensive knowledge of the California Probate Code, California Rules of Court (CRC), and Code of Civil Procedure (CCP).
• Paralegal Certificate or qualification under California Business & Professions Code6450 (BMP qualified).
• Advanced proficiency with Adobe Acrobat Pro, including OCR and Bates stamping.
• Experience with Trial Director or similar trial presentation software.
• Strong proficiency with Microsoft Office (Word, Outlook, Excel, and Teams).
• Experience using case management systems such as Clio, MyCase, or similar platforms.
• Excellent written communication, proofreading, organizational, and time management skills.
• Ability to work independently, prioritize competing deadlines, and anticipate next steps.
• Professional, collaborative, and client-focused with exceptional attention to detail.

Benefits

• Hybrid or remote work flexibility after initial onsite training.
• Performance-based bonus program tied to billable hours.
• Medical, dental, and vision insurance.
• 401(k) with a 4% employer match.
• Two weeks of paid vacation.
• Paid sick leave and paid federal holidays.
• Annual technology and toll road reimbursement.