A highly regarded boutique law firm in Walnut Creek is seeking an experienced Trusts & Estates Paralegal to support its lead partner in a busy and sophisticated Trust & Estates practice. This is a contract-to-hire opportunity offering long-term stability, excellent culture, and competitive compensation and benefits upon hire. This role is ideal for a paralegal who enjoys working independently, taking ownership of matters, and being part of a bright, collaborative team. Responsibilities: Trust Administration (Primary Focus)<ul><li>Manage trust administration matters from start to finish</li><li>Prepare and track statutory trust notices (CA Probate Code §16061.7)</li><li>Coordinate asset collection, retitling, and trust funding</li><li>Communicate with beneficiaries, financial institutions, and CPAs</li><li>Prepare trust accountings, asset schedules, and distribution documents</li><li>Maintain compliance timelines and statutory deadlines</li><li>Draft routine correspondence and client communications</li></ul>Trust & Estates Support<ul><li>Assist with pleadings, discovery, and routine motions</li><li>Manage document collection and production</li><li>Prepare exhibits, binders, and mediation materials</li><li>Coordinate subpoenas, depositions, and filings</li><li>E-file in California courts and maintain litigation calendars</li><li>Organize and summarize financial and trust records for attorney review</li></ul>Estate Planning / Transactional Support (as needed)<ul><li>Assemble estate planning document sets</li><li>Assist with trust amendments and restatements</li><li>Coordinate execution and notarization of documents</li><li>Track post-signing trust funding follow-up</li></ul>Probate (Nice to Have, Not Required)<ul><li>Exposure to probate filings, notices, and accountings is a plus, but not required</li><li>Willingness to assist with probate matters as needed</li></ul>

<ul><li>3+ years of Trust & Estates paralegal experience</li><li>Strong experience in trust administration </li><li>Ability to manage matters independently and prioritize effectively</li><li>Highly organized, detail-oriented, and deadline-driven</li><li>Professional and compassionate client communication skills</li><li>Comfortable working directly with a lead partner and legal team</li><li>Must be able to work on-site in Walnut Creek</li><li>Open to contract-to-hire with long-term career potential</li></ul>

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Walnut Creek, CA
onsite
Temporary
45.00 - 55.00 USD / Hourly
A highly regarded boutique law firm in Walnut Creek is seeking an experienced Trusts & Estates Paralegal to support its lead partner in a busy and sophisticated Trust & Estates practice. This is a contract-to-hire opportunity offering long-term stability, excellent culture, and competitive compensation and benefits upon hire. This role is ideal for a paralegal who enjoys working independently, taking ownership of matters, and being part of a bright, collaborative team. Responsibilities: Trust Administration (Primary Focus)<ul><li>Manage trust administration matters from start to finish</li><li>Prepare and track statutory trust notices (CA Probate Code §16061.7)</li><li>Coordinate asset collection, retitling, and trust funding</li><li>Communicate with beneficiaries, financial institutions, and CPAs</li><li>Prepare trust accountings, asset schedules, and distribution documents</li><li>Maintain compliance timelines and statutory deadlines</li><li>Draft routine correspondence and client communications</li></ul>Trust & Estates Support<ul><li>Assist with pleadings, discovery, and routine motions</li><li>Manage document collection and production</li><li>Prepare exhibits, binders, and mediation materials</li><li>Coordinate subpoenas, depositions, and filings</li><li>E-file in California courts and maintain litigation calendars</li><li>Organize and summarize financial and trust records for attorney review</li></ul>Estate Planning / Transactional Support (as needed)<ul><li>Assemble estate planning document sets</li><li>Assist with trust amendments and restatements</li><li>Coordinate execution and notarization of documents</li><li>Track post-signing trust funding follow-up</li></ul>Probate (Nice to Have, Not Required)<ul><li>Exposure to probate filings, notices, and accountings is a plus, but not required</li><li>Willingness to assist with probate matters as needed</li></ul>
2026-01-16T00:39:16Z