Temporary Paralegal / Legal Assistant (Estate Planning & Probate)
A law firm is seeking an experienced Temporary Paralegal / Legal Assistant to support its Trusts & Estates practice. This role is ideal for a seasoned professional who can work independently, take ownership of drafting and case management responsibilities, and assist in maintaining the firm's legal technology systems.
Responsibilities
- Draft estate planning documents, including revocable trusts, wills, powers of attorney, and related ancillary documents
- Assist with trust administration and probate matters from initial intake through final distribution
- Handle both pre-death and post-death estate planning and administration matters
- Prepare court filings and supporting documentation for probate proceedings
- Manage client files, maintain case information, and track deadlines
- Utilize legal technology platforms to support workflow efficiency and document management
- Communicate with clients, courts, financial institutions, and other parties as needed
- Work directly with the attorney while proactively identifying issues, asking questions, and moving matters forward with minimal supervision
Qualifications
- 3+ years of estate planning and probate experience
- Strong trust and estate drafting experience, preferably utilizing WealthCounsel
- Knowledge of pre-death planning and post-death administration procedures
- Experience handling probate matters from start to finish
- Proficiency with legal technology and case management software
- Experience with Clio and/or Smokeball strongly preferred
- Ability to work independently with minimal training and supervision
- Strong organizational skills, attention to detail, and ability to manage multiple priorities
Top Priorities
- Trusts & Estates experience
- Tech-savvy, particularly with Clio and other legal practice management systems
- Ability to work effectively in a fast-paced environment with a direct communication style
Schedule
- Temporary assignment
- Flexible schedule of approximately 30 to 40 hours per week
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, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.