Trusts and Estates Paralegal

About the role

We are looking for a detail-oriented Trusts and Estates Paralegal to join a legal team in San Diego, California in a contract position with the potential to become permanent. This role will serve as a primary point of contact for clients throughout the estate planning process and is ideal for someone who enjoys client interaction, takes ownership of their work, and can operate independently.

Responsibilities

• Serve as a primary client contact and gather information needed for estate planning matters
• Draft and coordinate California living trusts and related estate planning documents
• Assist with deeds, trust funding, asset transfers, and related transactional matters
• Coordinate document signing and execution
• Manage ongoing client communications via phone and email
• Track matters and proactively follow up to keep projects moving

Requirements

• Prior paralegal experience required
• Legally authorized to work in the United States

Qualifications

• Estate planning experience preferred
• Family law, corporate law, or other transactional experience will be considered
• Experience with California living trusts highly preferred
• Experience with deeds, trust funding, asset transfers, or LLC formations is a plus
• Paralegal certificate not required

Skills

• Strong communication, organization, and client service skills
• Ability to work independently and problem-solve with minimal supervision
• Detail-oriented with strong document review and reading comprehension skills

Benefits

• Medical, vision, dental, and life and disability insurance available to contract/temporary professionals
• Eligibility to enroll in company 401(k) plan
• Access to top jobs and competitive compensation
• Free online training