Trust & Estates Paralegal
Location: Del Mar Heights / Carmel Valley, San Diego, CA
Work Schedule: Hybrid (3 days onsite / 2 days remote after training)
Hours: Full-time, 40 hours/week | 9:00 AM start
Salary Range: $70,000-$100,000 (DOE)
Position Type: Direct Hire
About the Firm
A well-established and collaborative law firm in North County San Diego is expanding its Trust & Estates practice and seeking an experienced Trust & Estates Paralegal to join its growing team. This is an addition to the team due to continued growth and increased client demand.
The firm offers a supportive, team-oriented environment and values professionals who take pride in accuracy, responsiveness, and client service.
Key Responsibilities
- Support attorneys with probate, estate planning, and trust administration matters
- Prepare, file, and manage court documents, including e-filing
- Draft and record real property documents
- Assist with trust funding, administration, and distributions
- Prepare and organize documents for probate proceedings
- Coordinate with clients, courts, and third parties
- Maintain organized case files and manage deadlines
- Assist with Federal Estate Tax Returns (Form 706) and other IRS filings, as applicable
Required Qualifications
- 5+ years of Trust & Estates paralegal experience
- ABA-approved Paralegal Certificate or equivalent attestation
- Strong experience with probate, estate planning, and trust administration
- Comfortable with e-filing and preparing court filings
- Experience handling real property documents
- Detail-oriented with strong organizational and time-management skills
- Proven team player who works well in a collaborative environment
Preferred / Plus Experience
- Background working in or closely with a CPA firm
- Experience preparing or assisting with Federal Estate Tax Returns (Form 706)
- Familiarity with additional IRS filings related to estates and trusts
Compensation & Benefits
- Competitive salary ($70K-$100K DOE)
- Comprehensive benefits package, including:
- Medical and dental insurance
- Paid vacation
- 401(k) plan
- Onsite parking provided
Work Environment
- Initial training fully onsite
- Hybrid schedule (3 days onsite / 2 days remote) once training is complete
- Professional, stable, and team-focused firm culture
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.