Trust and Estates Paralegal

Reputable law firm in the East Bay is seeking an experienced trust and estates paralegal in their Oakland office. This role involves handling trust administrations, court-supervised probate matters, and drafting comprehensive estate plans. The ideal candidate will manage probate proceedings from initiation through final distribution.Job SummaryUnder the supervision of attorneys, this position supports estate planning, trust and probate administration, and related legal processes.Key ResponsibilitiesDraft and assist with estate planning and trust administration documentsReview and organize financial records; identify and categorize assetsSupport probate court filings (e.g., Heggstad and Probate Code §850 petitions)Communicate with clients and advisors; assist with trust funding and deed preparationPrepare federal estate tax returns and maintain client filesCalendar and track deadlines and court noticesPerform additional administrative and legal support as neededQualificationsBachelor's degree and/or paralegal certificate required5+ years' experience in probate/trust administration preferredKnowledge of California probate procedures and court filingsProficient in Office 365, especially Word, Excel, and PowerPointFamiliarity with tax preparation software a plusStrong organizational skills and ability to meet deadlinesMust work onsite 5 days/week for the first 90 days, then hybrid (3 days/week in office)CA Notary commission is a plusQualified candidates should send their resume to Norah at nmutuma@. We look forward to contacting candidates that are a potential match.

Created: 2025-05-22