Senior Paralegal – Trusts & Estates

We are seeking an experienced and highly organized Senior Paralegal to join our Trusts & Estates team. This role is ideal for a detail-oriented professional with 6 years of experience in Estate Planning, Trust & Estate Administration, Probate, Entity Formation, Tax, and Charitable Planning. The Senior Paralegal will support two Partners in managing case files, drafting legal documents, and coordinating estate and trust administration. This role also involves overseeing junior paralegals, ensuring compliance with legal procedures, and handling client communication. If you thrive in a structured, client-focused environment and enjoy working on complex estate and probate matters, we encourage you to apply.

Key Responsibilities:

• Document Drafting & Case Management: Prepare and manage legal documents related to wills, trusts, estate plans, probate petitions, tax filings, contracts, and business entity formations.
• Trust & Estate Administration: Assist in the administration of trusts and estates, including drafting correspondence, preparing inventories, and working with financial institutions.
• Court Filings & Probate Support: Handle probate filings, discovery preparation, and assist attorneys with hearings and court appearances.
• Client & Attorney Coordination: Work closely with clients to collect necessary financial and legal documentation, provide case updates, and maintain organized client records.
• Legal Research & Compliance: Conduct research on trusts, estate law, tax implications, and probate regulations to assist attorneys in case strategy.
• Billing & Timekeeping: Track and log billable hours (1,500 annually) while ensuring accurate documentation and compliance with firm policies.
• Team Oversight & Collaboration: Support and delegate tasks to junior paralegals and legal assistants, ensuring workflow efficiency and case progression.

Qualifications & Skills:

• Experience: Minimum 6 years of experience as a Paralegal in Trusts & Estates, Estate Planning, Probate, or Tax Law.
• Education: Associate’s degree required; Bachelor’s degree preferred. Paralegal certification required.
• Strong legal drafting, document management, and research skills.
• Proficiency in Microsoft Office (Word, Outlook, Excel, PowerPoint, Teams) and Adobe Acrobat.
• Exceptional organizational and time-management abilities.
• Ability to prioritize multiple cases and deadlines in a fast-paced legal environment.
  Preferred Experience: Familiarity with California probate law, estate tax planning, and business entity formation is a plus.

Compensation & Benefits:

• Salary: $80,000 - $95,000/year (based on experience)
• 401(k) with matching
• Dental, Health, and Vision Insurance
• Paid Time Off
• Flexible Schedule

Work Environment:

• On-Site: This role is based in El Segundo, CA, with standard office hours (Monday – Friday, 8:00 AM – 5:00 PM).
• Collaborative Setting: Work directly with experienced attorneys and high-net-worth clients in a professional law firm environment.