A well-established law firm is seeking an experienced Trusts and Estates Legal Assistant/Paralegal to provide comprehensive support to attorneys in the areas of estate planning, trust administration, and probate. This full-time, onsite position is ideal for a detail-oriented professional with strong document preparation skills and a solid understanding of California estate planning procedures. The role involves significant client interaction, organized file management, and high-level administrative support within a collaborative legal team. NOTE: THIS IS A TEMP-TO-HIRE ROLE.

Responsibilities:

Estate Planning Support

Prepare, revise, and finalize estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, and HIPAA releases

Draft and process real property deeds, PCORs, and related recording forms; coordinate eRecording and ensure return of originals to clients

Organize and oversee client signing appointments, including arranging notaries or witnesses, preparing signature packets, and assembling completed estate planning binders

Trust and Estate Administration

Assist with trust funding, including asset schedules, beneficiary updates, and assignment documentation

Support attorneys with probate filings, notices, letters, inventories and appraisals, creditor notices, and administrative follow-through

Maintain checklists, action logs, and critical deadlines for estate administration matters

Document Production and Court Support

Prepare and format legal documents, correspondence, memoranda, engagement letters, and client communications

Perform state e-filings where applicable and coordinate in-person filings and service when needed

Maintain organized paper and electronic files within the firm's document management system

Client and Attorney Support

Serve as a professional liaison between attorneys, clients, courts, financial institutions, and vendors

Schedule attorney meetings, client consultations, and conference room reservations; assist with travel arrangements when necessary

Support billing and time entry processes, including prebill edits and invoice distribution

Qualifications

3 to 5 plus years of Trusts and Estates or Estate Planning legal secretary experience in a law firm setting

Strong understanding of California estate planning procedures, formatting requirements, and probate and trust administration workflows

High proficiency with MS Word, Outlook, Adobe Acrobat, and office technology

Excellent grammar, proofreading, and document formatting skills

Ability to manage multiple priorities while maintaining confidentiality

Notary Public preferred or willingness to obtain

Work Environment

Onsite position within an established law firm that values collaboration, professionalism, and high-quality client service

Please submit your resume for confidential consideration.