Trust and Estates Paralegal Job Description We are seeking an experienced PARALEGAL to join our Burlingame office to support a sophisticated trust and estate administration practice serving high-net-worth individuals and families. This role offers substantive responsibility, significant client interaction, and the opportunity to work on complex estate structures. The ideal candidate is highly organized, proactive, and thrives in a fast-paced environment while delivering exceptional service with empathy and discretion. We highly value professionalism, teamwork, and a client-first approach. The successful candidate will work collaboratively with attorneys, staff, clients, and their professional advisors while maintaining the highest standards of service and confidentiality. Key Responsibilities Meet with clients, trustees, and family members Communicate with beneficiaries and coordinate with allied advisors (accountants, financial planners, etc.) Draft correspondence, legal documents, deeds, and probate pleadings Prepare asset spreadsheets, final allocation and distribution documents Prepare federal estate tax returns (Form 706) and gift tax returns (Form 709) Review bank statements and financial documents Notarize documents and maintain organized client files Support all aspects of trust administration and probate proceedings Qualifications (education, training, experience) Minimum 3 years of solid trust & estate paralegal experience in a law firm (3–5 years strongly preferred) Paralegal certificate from an ABA-approved program or equivalent required; Bachelor’s degree preferred Demonstrated experience administering trusts after the death of a trustor, including preparation of final allocation and distribution documents Strong familiarity with estate and gift tax concepts and preparation of Forms 706 and 709 Thorough knowledge of the probate process and Judicial Council forms Excellent organizational skills with the ability to manage a large caseload, prioritize independently, and meet deadlines Strong analytical, problem-solving, proofreading, and mathematical skills Clear, concise written and verbal communication skills High proficiency in Microsoft Word and Excel (intermediate+ level) Experience with iManage, Tabs3, Adobe Acrobat, FPS, NumberCruncher (or similar), and Crowther preferred Notary Public commission a plus Ability to track and meet billable hour expectations Compensation $120,000 – $170,000 per year, depending on experience and qualifications. #J-18808-Ljbffr
Trust and Estates Paralegal • Burlingame, CA, United States
Preparing affidavits, legal correspondence and other documents for attorneys.Organizing and maintaining documents in a paper or electronic filing system.Meeting with clients, attorneys, and other p... Show more
Position summary Under general supervision, the Corporate & Securities Paralegal provides legal and operational support to attorneys in the U.Corporate Group and Securities team.This role supports ... Show more
Executive Relationship Manager.The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
Senior Developer Relations Leader.Snowflake's mission is to mobilize the world's data as the AI Data Cloud.Our AI & Developer products including CoCo for builders, CoWork for knowledge workers and ... Show more
Just one year ago, Moss Adams and Baker Tilly merged to form the #6 public accounting and advisory firm in the US; now, during our second year as a combined firm, we plan to have a tremendous surge... Show more
Under the general supervision of the Property Manager, assists the manager in the overall operation of the property, day-to-day implementation of policies, procedures and programs; maintains accept... Show more
As the Residency grows, we are seeking a mission- and culturally-aligned Residency Manager to own the program end-to-end: the operational backbone that lets residents do their best work and the con... Show more
Estate Manager (Private UHNW Household).Location: Atherton, CA, 94027 (On-site).Job Type: Full-Time (40 hours/week), Hourly, Non-Exempt Availability: Typically 9 am - 5:30 pm M-F, with availability... Show more
Estate And Trust Administration Support.This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.At First Citizens Bank, we help... Show more
Corporate Paralegal - ECVC $164K-$194K Total Comp Hybrid or RemoteGet AI-powered advice on this job and more exclusive features.This range is provided by Law Firms.Your actual pay will be based on ... Show more
Contract Collective Impact Coordinator - Redwood City 2020.The City of Redwood City invites you to apply for the position of Contract Collective Impact Coordinator - Redwood City 2020 (Spanish and ... Show more
A leading legal services firm is seeking a Commercial Real Estate Attorney in the Bay Area with strong energy experience.This role involves advising corporate clients on complex real estate matters... Show more
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more
Snowflake Developer Relations Leader.At Snowflake, we are powering the era of the agentic enterprise.To usher in this new era, we seek AI-native thinkers across every function who are energized by ... Show more
Community Manager (Property Manager).At Waterton, we believe in finding the good and leaving it better.For over 30 years, we've been passionate about delivering incredible resident experiences, mad... Show more
Assists attorneys with the handling of all aspects of litigation including, but not limited to, preparing discovery responses, meeting with staff to obtain necessary information and/or documents; p... Show more
Job Description Job Description Join a well-established boutique firm in the heart of Silicon Valley that prioritizes quality of life and professional excellence.This rare opening is perfect for a ... Show more
Location:Atherton, CA, 94027 (On-site) Job Type:Full-Time (40 hours/week), Hourly, Non-Exempt Availability:Typically 9am 5:30pm M-F.Be available and on-call as needed.COMPENSATION: $140,000annually... Show more
DivcoWest is looking for an experienced Assistant Property Manager who will work out of our property management office in Menlo Park, CA.The Menlo Park property includes both the Commons and part o... Show more
