Trust and Estate Paralegal

Saul Ewing • Irvine, CA

2d • Hybrid

About The Position

The Trust & Estates Paralegal works with California estate planning, trust, estate, and probate matters. The role drafts legal documents, handles trust and estate administration, prepares probate-related petitions, and reviews and addresses probate notes. It also prepares and reviews accountings and assists with estate and gift tax returns.

The position is based in the Century City or Irvine office at least two to three times per week, with occasional travel to the firm’s other California office. The individual may provide additional assistance and support as directed by their supervisor. The job description may change at any time.

Requirements

• At least five years of experience working as a Trust & Estate paralegal with minimal supervision.
• California Paralegal Certificate required.
• Experience in California trust and estate administration required.
• Excellent written and verbal communication skills.
• Strong attention to detail, organizational skills, and effective time management.
• Self-motivated and flexible, with exceptional follow-through skills.
• Proficiency in Microsoft Office.
• Ability to independently manage multiple projects.
• Flexibility to work in the Century City or Irvine office at least two to three times per week.
• Ability to travel occasionally to the firm’s other California office.

Nice To Haves

• Bachelor’s degree preferred.
• Experience with gift tax and estate tax returns preferred.

Responsibilities

• Coordinate probate court filings and recordings, including researching and applying local rules.
• Prepare probate administration paperwork, including petitions and orders.
• Assist with trust administration tasks.
• Communicate with clients and professional advisors to coordinate and gather information.
• Prepare gift tax and estate tax returns.
• Prepare draft accountings in conformity with the California Probate Code.
• Prepare basic estate planning documents and assist with the document-signing process.
• Provide additional assistance and support as directed by the supervisor.

What This Job Offers

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