<p>We are looking for a meticulous Trust and Probate Paralegal to join our services team in San Diego, California. In this role, you will provide comprehensive support for trust and probate administration, working closely with clients to ensure smooth operations. We have placed two legal support professionals at this firm who are doing great! </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Assist with trust administration processes both before and after a client’s passing, ensuring all legal and procedural requirements are met.</p><p>• Handle the funding of trusts, including addressing client inquiries and ensuring proper documentation.</p><p>• Prepare detailed trust accountings and manage the accurate transfer of assets to revocable living trusts and post-death transfers.</p><p>• Ensure all trusts are adequately funded and compliant with legal standards.</p><p>• Utilize software tools such as Word, Outlook, Excel, DocuSign, and iManage to efficiently manage documentation and client records.</p><p>• Maintain a strong focus on client communication, providing guidance and support throughout the probate and trust administration process.</p><p>• <em>Meet billable hour requirements of 1,340 hours per year.</em></p><p><br></p>

<p>• Possession of a paralegal certificate or equivalent attestation.</p><p>• In-depth knowledge of trust and probate law, including trust accounting procedures.</p><p>• Familiarity with asset transfers and trust-related documentation is highly desirable.</p><p>• Minimum of 3 years of experience in probate, estate administration, or related legal fields.</p><p>^ <em>Please do not apply without these things; they are imperative to be set up for success in this role. </em></p><p><br></p><p>Ready to apply? Send your resume directly to<strong> Melanie.Kent[at]roberthalf[dotcom]</strong> with "<strong>Probate & Trust Paralegal</strong>" as the subject line. </p>

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