Trust Administration Paralegal

Our client is seeking a proactive and detail-oriented Trust Administration Paralegal to join their San Francisco law firm team on an ongoing contract basis with potential for contract-to-hire. This role is ideal for someone with a strong background in trust administration who also has experience supporting estate planning matters.

Key Responsibilities:

• Prepare and draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
• Assist with trust funding and asset alignment, including coordination with financial institutions and title companies
• Support attorneys in trust administration and probate matters, including preparation of trustee notices, court filings, petitions, waivers, and consents
• Maintain accurate and organized case files, calendaring deadlines, and tracking key milestones
• Communicate professionally with clients, beneficiaries, CPAs, financial advisors, and government agencies
• Assist in preparing fiduciary accountings, estate tax returns, and trust termination documents
• Conduct legal research and stay current on California probate and trust law.
  

Qualifications:

• Minimum 3 years of experience as a paralegal in trust & estates law, with a focus on trust administration
• Strong working knowledge of California probate procedures and estate planning fundamentals
• Proficiency with legal document management systems and calendaring tools
• Excellent written and verbal communication skills, with a client-service mindset
• Ability to manage multiple matters and deadlines independently
• Bachelor’s degree and paralegal certificate preferred

The ideal candidate is compassionate, organized, and committed to delivering exceptional client service. While the client prefers this person to be on-site, they are open to hybrid candidates depending on experience.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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