Trust and Estate Paralegal

Location: Del Mar, California
Practice Areas: Trust & Estate | Probate | Trust Administration | Entity Formation | Business Planning

Compensation: $70,000-$100,000 (DOE)
Schedule: Full-time | 40-hour workweek | 9:00 AM start

A well-established and growing law firm in Del Mar, CA is seeking an experienced Trust & Estates Paralegal to join its collaborative team. This is a newly created position due to continued growth in the firm's Trust & Estates practice. The firm recently added a paralegal earlier this summer who is excelling, and they are looking to expand the team with a similarly strong professional.

This role offers the opportunity to work on sophisticated estate and probate matters in a supportive, team-oriented environment.

• Support attorneys with probate administration, trust administration, and estate planning matters
• Prepare, review, and electronically file court documents
• Draft and file real property documents and related notices
• Assist with entity formation and business planning matters
• Support preparation and filing of Federal Estate Tax Returns (Form 706) and other IRS filings
• Maintain organized case files, calendars, and deadlines
• Communicate with clients, courts, CPAs, and other third parties
• Collaborate closely with attorneys and colleagues to ensure efficient matter management
  
  

• 5 years of Trust & Estates paralegal experience
• ABA-approved Paralegal Certificate or equivalent attestation required
• Strong experience in probate, estate planning, and trust administration
• Comfortable with e-filing and court document preparation
• Experience handling real property documents
• Background in a CPA firm or estate tax environment is a strong plus
• Familiarity with Form 706 and estate-related IRS filings
• Highly organized, detail-oriented, and deadline-driven
• Team-oriented mindset with a collaborative approach
  
  

• Competitive salary: $70,000-$100,000 DOE
• Comprehensive benefits package, including:
  • Medical and dental insurance
  • Paid vacation
  • 401(k) plan
    
    

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.