"Alerted.org

Description

We are looking for an experienced Paralegal to join an established legal team in Westlake Village, California. This role focuses on trust administration and probate, requiring strong organizational skills and attention to detail. The ideal candidate will thrive in a collaborative environment and be comfortable managing multiple ongoing matters efficiently.

Responsibilities:

• Handle trust administration and probate cases, ensuring timely and accurate completion of all required tasks.

• Prepare and file necessary legal documents, including Form 706, to support post-death trust administration.

• Monitor the progress of active cases, ensuring no matters are left stagnant and deadlines are met.

• Collaborate with team members to streamline case management and reduce stress for clients.

• Maintain meticulous records for all open cases, tracking updates and ensuring compliance with legal requirements.

• Ensure billable hour requirements are met, contributing to the firm's operational goals.

• Communicate effectively with clients and other stakeholders to address inquiries and provide updates.

• Assist in maintaining a positive, organized workflow in a small office setting.

• Provide support in managing the firm’s trust and estate matters, which include approximately 200 active cases.

• Work closely with the principal and support staff to achieve firm objectives.

Requirements • Minimum of 5 years of experience in trust administration and probate work.

• Certification as a paralegal, with a strong understanding of estate and probate law.

• Proven ability to prepare and file Form 706 and other relevant legal documents.

• Exceptional organizational skills and attention to detail.

• Comfortable working in a small, collaborative office environment.

• Ability to manage multiple cases simultaneously and prioritize tasks effectively.

• Strong communication skills, both written and verbal, to interact with clients and team members.

• Proficiency with legal case tracking and management systems.

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .