Senior Paralegal

Bay Area Probate & Estate Law • San Francisco, CA

21h

About The Position

Are you a seasoned probate paralegal who thrives on managing complex estates and guiding families through critical transitions? We are looking for a high-level professional to join our team—not just to draft documents, but to serve as a strategic partner to our attorneys and a compassionate point of contact for clients. At Bay Area Probate & Estate Law, we don’t just process paperwork; we provide peace of mind. We are seeking a detail-oriented Senior Paralegal who takes initiative, anticipates the needs of the legal team, and ensures that every phase of estate administration and litigation runs smoothly.

Requirements

• Ability to work independently with excellent follow-through.
• High emotional intelligence and patience when dealing with grieving or stressed families.
• Meticulous attention to detail and strong organizational habits.
• Proficient in written and verbal communication skills.
• Minimum of 3+ years of experience as a Paralegal, specifically within Probate, Estate Planning, or Trust Administration.
• Must hold a Certificate of Completion from an ABA-approved paralegal program, in compliance with the California Business and Professions Code.
• Strong familiarity with California probate procedures, local court rules, and e-filing systems.

Nice To Haves

• A Bachelor’s degree is highly preferred.
• Experience with timekeeping software is a plus.

Responsibilities

• Independently manage a diverse caseload of probate matters from opening to closing. This includes trust administration, estate planning, and conservatorships, ensuring all filings are accurate and deadlines are met.
• Prepare and review advanced legal documents, including Petitions for Probate, Inventories and Appraisals, Accounts, and various Judicial Council forms with minimal supervision.
• Serve as a primary point of contact for clients, beneficiaries, and financial institutions regarding case status. Communicate court procedures and legal requirements in a clear, empathetic manner.
• Assist attorneys in all phases of probate litigation, including discovery, deposition preparation, exhibit management, and trial preparation.
• Work alongside attorneys to develop case strategies and provide guidance to junior staff, helping to maintain our high standards of accuracy and client care.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed