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Trust and Probate Paralegal

Date Posted: 9/1/2022

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Job Description

A law firm specializing in tax, business and estate planning, and post-mortem administration, is seeking an early-experience probate and trust paralegal to join their team in San Jose.

Responsibilities will include:

  • Work on complex probate and trust administrations, from initial petition through final distribution
  • Coordinate asset valuation, document preparation, and asset allocation/distribution
  • Review and prepare estate and gift tax returns
  • Review and prepare of fiduciary accountings
  • Organize and maintain files
  • Draft petitions, orders, and other pleadings related to probate and trust administration
  • Prepare deeds and related real estate documents
  • Form and fund legal entities

  • 3-5 years of experience in trust and estate matters
  • Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision
  • Self-motivated with the ability to act independently
  • Possess critical thinking skills
  • Possess excellent oral and written communication skills
  • Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters
  • Knowledge of local court procedures
  • Time management
  • Organizational skills
  • Deadline management
  • Bachelor's degree or equivalent work experience preferred
Please click to apply or email your resume directly to

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to

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Job Snapshot

  • Employee Type:Full-Time
  • Location:San Jose, CA
  • Job Type:Legal
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:9/1/2022
  • Contact: Sheree Ferrel (415) 541-3966
  • Pay Range: $35.00 - $45.00 Hourly
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Job Reference: JO-2203-154692