• Burlingame, CA
  • Instant Apply
2 days ago

Job Description

Trust and Estate Paralegal

We’re hiring a Trust and Estate Paralegal to support attorneys with a broad range of estate planning, trust administration, and probate matters. This is a great opportunity for a detail-oriented legal professional who is comfortable managing deadlines, communicating with clients, and handling sensitive financial and personal information.

Why Apply

  • Work on a variety of trust and estate matters from start to finish

  • Join a collaborative legal team that values precision and client service

  • Build meaningful experience in estate planning and administration

  • Support families through important planning and transitions

What You’ll Do

  • Draft estate planning documents such as wills, trusts, powers of attorney, and advance directives

  • Prepare probate filings and trust administration documents

  • Assist with asset inventories, valuations, and distributions

  • Maintain detailed case files and track critical dates and deadlines

  • Communicate with clients, financial institutions, and court personnel

  • Coordinate document execution and notarization

  • Support attorneys through all stages of estate and trust matters

What You’ll Need

  • Experience working on trust and estate matters in a law firm or similar setting

  • Knowledge of estate planning terminology and probate procedures

  • Strong organizational and document management skills

  • Excellent written and verbal communication skills

  • Proficiency in legal software and Microsoft Office

  • Paralegal certificate or equivalent experience preferred

Apply Today
If you’re a focused and reliable paralegal with experience in trusts and estates, we’d love to hear from you.

*This pay range representsAvata Partners’ good faith minimum and maximum range for this role at the time of posting. Actual compensation offered will be dependent on a variety of factors, including, but not limited to, the candidate's experience, qualifications, and location. We consider qualified applicants with criminal histories, consistent with the California Fair Chance Act and applicable local ordinances. Avata Partners is an Equal Employment Opportunity Employer. 

 

Numbers & Facts

LocationBurlingame, CA

Skills

  • Asset Valuationunmatched
  • Attorneyunmatched
  • Communication Skillsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Estate Planningunmatched
  • Family Planningunmatched
  • Legalunmatched
  • Paralegalunmatched
  • Presentation/Verbal Skillsunmatched
  • Probateunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Writing Skillsunmatched

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