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Trust & Estate Paralegal
- Robert Half Legal (Oakland, CA)
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Description
Our client, a well-established law firm, is seeking an experienced Paralegal to join their Estates & Trusts practice group in their Oakland office. This role involves trust administration, court-supervised probate administration, and estate planning. The ideal candidate will have a strong background in probate proceedings from initiation to final distribution and be comfortable managing a high-volume caseload in a fast-paced environment.
Key Responsibilities:
+ Assist with trust administration, including asset transfers, preparation of trust accountings, and beneficiary communications.
+ Handle court-supervised probate administration, managing cases from commencement to final distribution.
+ Draft and review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
+ Prepare and file court documents, including petitions, motions, and inventories.
+ Conduct legal research and ensure compliance with California probate and trust laws.
+ Coordinate with clients, financial institutions, and court personnel to facilitate case progression.
+ Maintain organized case files and track deadlines to ensure timely filings.
Requirements
+ Minimum 3-5 years of experience as a paralegal in estates, trusts, and probate law.
+ Strong knowledge of California probate procedures, estate planning laws, and trust administration.
+ Proficiency in court filings, legal research, and drafting estate planning documents.
+ Highly organized, detail-oriented, and capable of managing multiple deadlines in a fast-paced environment.
+ Ability to work independently while collaborating effectively with attorneys and clients.
+ Paralegal certificate from an ABA-approved program is preferred.
+ Notary Public is a PLUS
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Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
• 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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