Senior Trust & Estate Paralegal

BURREY LAW GROUP INC•Orinda, CA

3d•$110,000 - $130,000

About The Position

Burrey Law Group, Inc. is a boutique law firm focused on Estate Planning, Probate, and Trust Administration. We are seeking an experienced paralegal with at least seven years of recent trust and estate experience who can independently manage complex matters while delivering exceptional client service. Our standard is simple: Do it right the first time. We value professionals who take ownership of outcomes, exercise sound judgment, maintain high standards, and work collaboratively to achieve the best result for every client.

Requirements

At least seven years of recent trust and estate paralegal experience.
Experience independently managing probate and trust administrations from opening through final distribution.
Active California Notary Public commission.
Qualifications to serve as a paralegal under California Business & Professions Code §6450.
Strong working knowledge of California probate law and procedures.
Exceptional written communication, organization, and attention to detail.
Advanced proficiency in Microsoft Word and working knowledge of Microsoft Excel.
Experience with legal practice management software.
The ability to manage multiple priorities while maintaining exceptional accuracy.

Nice To Haves

Experience with WealthCounsel.
Experience with Smokeball.
Bachelor's degree.
Familiarity with fiduciary income tax and estate tax returns (Forms 1041, 1040, 709, and 706).

Responsibilities

Managing assigned probate and trust administration matters through final distribution.
Preparing petitions, notices, inventories, accountings, court filings, and distribution documents.
Reviewing trusts, wills, amendments, deeds, beneficiary designations, and related estate planning documents.
Drafting estate planning documents using WealthCounsel or similar software.
Coordinating with clients, beneficiaries, financial institutions, accountants, courts, and opposing counsel.
Monitoring deadlines and ensuring matters progress efficiently.
Assisting with trust funding, asset transfers, and final distributions.
Maintaining complete, accurate, and organized electronic files.
Identifying legal, procedural, and administrative issues early and communicating them promptly to the supervising attorney.