Paralegal - Trust & Estate
Adams & Martin Group, San Diego, CA, United States
Overview
Location:
Del Mar, CA
•
Employment Type:
Full-Time (40 hours/week; 9:00 AM start)
•
Salary Range:
$70,000-$100,000 DOE
•
Benefits:
Comprehensive package including vacation, medical, dental, and 401(k)
About the Firm
Our Del Mar-based law firm focuses on sophisticated trust and estate, probate, business planning, entity formation, and trust administration matters. Due to growth and increasing demand, we are seeking a seasoned Trusts & Estates Paralegal to join our collaborative and high-performing team. This is an addition to staff, working alongside a prior hire in the same practice area who has excelled in the role.
Position Overview The Senior Trusts & Estates Paralegal will support attorneys in a wide range of matters including trust administration, probate filings, estate planning documentation, real property transfers, and related tax filings. The ideal candidate has deep experience, thrives in a team-centered environment, and is confident handling cases from intake through completion.
Key Responsibilities
Manage trust administration tasks, including notices, asset collection, appraisals, distributions, and accounting coordination
Prepare and file probate petitions, supplemental documents, and court-required forms
Draft estate planning documents and support attorneys during client meetings
Prepare real property documents, including deeds and related filings
E-file documents with probate courts and administrative agencies
Assist with Federal Estate Tax Returns (Form 706) and related IRS filings
Organize, track, and maintain case files, deadlines, and client communications
Collaborate closely with attorneys, paralegals, and administrative staff
Required Qualifications
5+ years of Trusts & Estates paralegal experience (probate, estate planning, trust administration)
ABA-approved paralegal certificate or qualifying attestation
Strong experience with e-filing, real property documentation, and court filings
Thorough understanding of probate procedures and trust administration workflows
Experience preparing or assisting with Form 706 and other tax-related filings
Excellent communication skills and comfort interacting directly with clients
Strong organizational skills, attention to detail, and ability to manage deadlines
Team-oriented mindset - someone who collaborates well and supports a cohesive office environment
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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Del Mar, CA
•
Employment Type:
Full-Time (40 hours/week; 9:00 AM start)
•
Salary Range:
$70,000-$100,000 DOE
•
Benefits:
Comprehensive package including vacation, medical, dental, and 401(k)
About the Firm
Our Del Mar-based law firm focuses on sophisticated trust and estate, probate, business planning, entity formation, and trust administration matters. Due to growth and increasing demand, we are seeking a seasoned Trusts & Estates Paralegal to join our collaborative and high-performing team. This is an addition to staff, working alongside a prior hire in the same practice area who has excelled in the role.
Position Overview The Senior Trusts & Estates Paralegal will support attorneys in a wide range of matters including trust administration, probate filings, estate planning documentation, real property transfers, and related tax filings. The ideal candidate has deep experience, thrives in a team-centered environment, and is confident handling cases from intake through completion.
Key Responsibilities
Manage trust administration tasks, including notices, asset collection, appraisals, distributions, and accounting coordination
Prepare and file probate petitions, supplemental documents, and court-required forms
Draft estate planning documents and support attorneys during client meetings
Prepare real property documents, including deeds and related filings
E-file documents with probate courts and administrative agencies
Assist with Federal Estate Tax Returns (Form 706) and related IRS filings
Organize, track, and maintain case files, deadlines, and client communications
Collaborate closely with attorneys, paralegals, and administrative staff
Required Qualifications
5+ years of Trusts & Estates paralegal experience (probate, estate planning, trust administration)
ABA-approved paralegal certificate or qualifying attestation
Strong experience with e-filing, real property documentation, and court filings
Thorough understanding of probate procedures and trust administration workflows
Experience preparing or assisting with Form 706 and other tax-related filings
Excellent communication skills and comfort interacting directly with clients
Strong organizational skills, attention to detail, and ability to manage deadlines
Team-oriented mindset - someone who collaborates well and supports a cohesive office environment
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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