We’re seeking a skilled and experienced paralegal to support our growing legal team. The ideal candidate for this position will use their work experience and organizational skills to prepare and maintain legal documents, file motions, interview clients, and conduct legal research. If you’re looking to fill an invaluable position at a firm and love helping others, apply today. Responsibilities: • Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents • Prepare legal documents, correspondence, and pleadings such as complaints, interrogatories, subpoenas, deposition notices, pretrial orders, legal briefs, and affidavits, under the supervision of a lawyer • Conduct interviews with clients to gather information about their legal issues • Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings • Arrange law office activity such as drafting subpoenas and coordinating with process servers Trust Administration • Prepare statutory notices, trust accountings, asset inventories, and transfer documentation • Coordinate asset appraisals, retitling, and valuations • Communicate with trustees, beneficiaries, financial advisors, and accountants to ensure smooth administration • Track statutory deadlines, including Probate Code compliance Probate Administration • Draft and file probate pleadings, petitions, notices, orders, and related court documents • Manage publication requirements and creditor claim processes • Coordinate with probate examiners, court clerks, and process servers to ensure accurate and timely filings • Prepare inventories, accountings, and proposed orders of distribution • Maintain hearing schedules and compliance calendars Business Transactions • Assist with entity formation for corporations, LLCs, and partnerships, including filing formation documents, obtaining EINs, and drafting organizational minutes • Prepare and maintain corporate governance documents, such as bylaws, operating agreements, and shareholder agreements • Manage business compliance requirements, including annual reports, state filings, and meeting minutes • Support in drafting and reviewing contracts, purchase agreements, and assignment documents • Coordinate business interest transfers in connection with estate and trust administration Client & Case Management • Serve as the primary point of contact for clients throughout the matter • Schedule and coordinate meetings, signings, and closings • Keep clients informed with regular updates while maintaining strict confidentiality • Manage and organize case and corporate records for easy retrieval Qualifications: • Must have completed an ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired • At least 3 years of experience in legal services under an attorney or lawyer in a law firm setting • Candidates should possess high-level organizational skills, and time-management skills • Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education • Talented communicator and writer • 5+ years of paralegal experience, with significant focus on trust/probate law, and at least 2+ years in business transactional support • ABA-approved paralegal certificate or equivalent; California Advanced Specialist Certification in Estate Planning, Trust, and Probate preferred • In-depth knowledge of probate and trust administration processes and relevant corporate law • Proficiency in drafting legal documents, corporate records, and transactional contracts • Skilled in legal calendaring, e-filing, and entity management systems • Exceptional communication skills and client service orientation • Notary license is a PLUS! Preferred Attributes • Anticipates needs, identifies potential issues, and develops solutions with minimal attorney oversight • Manages multiple high-value matters with precision, meeting all deadlines without sacrificing accuracy • Produces clear, well-organized, and legally sound documents, correspondence, and client communications • Builds trust through empathy, professionalism, and responsiveness, especially during sensitive family or business situations • Understands corporate structures, governance, and transactions, and can integrate business considerations into estate matters • Maintains accuracy in all legal filings, corporate records, and trust accountings • Clearly explains complex legal concepts to clients, beneficiaries, and stakeholders • Comfortable with legal case management software, entity management platforms, e-filing systems, and Microsoft Office Suite • Responds effectively to shifting priorities, unexpected developments, and urgent client needs Compensation: $75,000 - $95,000 DOE

• Trust Administration • Prepare statutory notices, trust accountings, asset inventories, and transfer documentation • Coordinate asset appraisals, retitling, and valuations • Communicate with trustees, beneficiaries, financial advisors, and accountants to ensure smooth administration • Track statutory deadlines, including Probate Code complianceProbate Administration • Draft and file probate pleadings, petitions, notices, orders, and related court documents • Manage publication requirements and creditor claim processes • Coordinate with probate examiners, court clerks, and process servers to ensure accurate and timely filings • Prepare inventories, accountings, and proposed orders of distribution • Maintain hearing schedules and compliance calendarsBusiness Transactions • Assist with entity formation for corporations, LLCs, and partnerships, including filing formation documents, obtaining EINs, and drafting organizational minutes • Prepare and maintain corporate governance documents, such as bylaws, operating agreements, and shareholder agreements • Manage business compliance requirements, including annual reports, state filings, and meeting minutes • Support in drafting and reviewing contracts, purchase agreements, and assignment documents • Coordinate business interest transfers in connection with estate and trust administrationClient & Case Management • Serve as the primary point of contact for clients throughout the matter • Schedule and coordinate meetings, signings, and closings • Keep clients informed with regular updates while maintaining strict confidentiality • Manage and organize case and corporate records for easy retrieval