A boutique law firm in Roseville, CA is seeking an experienced Trust and Estate Planning Paralegal to join a growing Northern California team. The ideal candidate will have at least 2 years of experience in Trusts & Estates, including substantial work in Trust Administration, Probate, and Estate Planning. We are looking for a self-starter, detail-oriented professional, and team player with strong organizational and communication skills.

Key Responsibilities:

• Assist with all aspects of trust administration, probate, and related court proceedings, including:
  • Communicating with clients and beneficiaries
  • Preparing deeds, asset spreadsheets, federal estate tax returns, gift tax returns
  • Drafting correspondence and other legal documents
• Support attorneys in estate planning matters, including:
  • Preparing draft estate planning documents (wills, trusts, powers of attorney, advance health care directives, certifications of trust, funding documents)
  • Organizing client intake materials
  • Assisting in plan implementation and trust funding
• Collect, organize, and maintain client documents and information for trust administration, probate, and estate planning matters
• Maintain confidentiality and discretion with sensitive client information
• Perform calendaring duties for meetings, deadlines, hearings, and trial-related dates
• Handle additional tasks as needed

Qualifications:

• Minimum 2 years of Trusts & Estates paralegal experience
• Strong knowledge of Trust Administration, Probate, and Estate Planning
• Excellent organizational, time management, written, and verbal communication skills
• Ability to manage multiple projects and deadlines
• Proficiency in Microsoft Office
• Experience with matter management, document management, or accounting software is a plus
• Paralegal certificate from an ABA-approved program preferred, but candidates with significant relevant experience will be considered

Additional Information:

• Competitive compensation and benefits
• Opportunity to join a growing firm and collaborative team
• Position is of senior level and a main point of support for the Attorney team