Trust & Estate Paralegal

San Diego, CA 92102

Posted: 04/01/2023 Legal Category: Paralegal (Law Firms) Job Number: 1336 Salary: $86k DOE

Job Description

Trust & Estates Paralegal 




Our client California based Trust & Estate firm offers custom estate planning and probate for individuals and families, as well as legal advice for business owners and individuals buying a new home or commercial property. The firm has been recognized by the San Diego Journal and also voted top 10 Best Estate Planning firms in 2022.  



As a trust estate paralegal, your job duties include researching estate and probate law, drafting legal documents such as wills and trusts, providing client consultations, and managing administrative tasks on behalf of your supervising attorney.  

  • organizing and analyzing asset information 

  • valuation of assets and strategize allocation to subtrusts 

  • preparation of inventories 

  • asset allocation agreements, asset transfer documents, and Judicial Council forms 

  • researching and drafting grant deeds, trust transfer deeds, and supporting documents 

  • drafting probate pleadings, including fiduciary reports/accountings 



  • At least 2 years experience with deeds. Experience in trust, estate or probate administration preferred. 

  • Paralegal Certification from an ABA approved program is required.  

  • Should have ability to disseminate information from bank, brokerage and other financial statements. 

  •  Familiarity with local court rules and procedures is essential.  

  • Should be proficient with MS Word, Excel, Office, and Publisher. Experience in trust, estate or probate administration preferred. 


Please submit resume to 



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Meet Your Recruiter

Leslie Vasquez

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