Conservatorship & Probate Paralegal

Build My Great Team•Upland, CA

8d•$30 - $40•Onsite

About The Position

We are seeking a Paralegal with experience in probate and, ideally, conservatorship matters. Conservatorship is the primary need for this position but there will be some support for court matters in the probate and Trust areas as well, so this role is best suited for someone who understands the importance of accuracy, follow-through, deadline management, and compassionate client communication in matters involving vulnerable individuals and families. This is a full-time, in-office position in Upland, California. You will work closely with attorneys to support court filed matters in conservatorship, probate, trust matters. The right candidate will be organized, proactive, detail-oriented, and comfortable helping move matters forward from intake through completion. This is a substantive paralegal role for someone who wants to contribute meaningfully to client matters, support attorneys with high-quality legal work, and continue growing within a boutique estate-focused practice.

Requirements

2+ years of paralegal experience, preferably in conservatorship, probate, trust administration, estate planning, or estate litigation
California conservatorship experience strongly preferred
California probate experience strongly preferred
Strong understanding of California legal procedures, court filings, deadlines, and legal terminology
Experience drafting, proofreading, and organizing legal documents
Excellent written and verbal communication skills
Highly organized with strong document management, calendar management, and follow-through skills
Comfortable communicating with clients and families in sensitive and emotional situations
Proficient with Microsoft Office and comfortable learning legal practice management systems
Ability to manage multiple priorities and deadlines in a busy law office

Nice To Haves

Paralegal certificate, Associate’s degree, or Bachelor’s degree preferred
Bilingual in English & Spanish is a plus

Responsibilities

Prepare and draft legal documents, pleadings, petitions, notices, discovery, correspondence, and related case materials
Support conservatorship matters along with some probate and Trust court matters, including document preparation, court filings, deadline tracking, and ongoing case management
Organize and maintain physical and digital case files with accuracy and attention to detail
Track deadlines, manage calendars, and ensure timely follow-up on case-related tasks
Prepare and coordinate court filings and communicate with court personnel as needed
Assist with discovery, deposition preparation, hearing preparation, and litigation support tasks depending on experience in these areas.
Communicate professionally and compassionately with clients, families, courts, witnesses, and other involved parties
Provide substantive day-to-day paralegal support to attorneys across various phases of each matter