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Description

A highly regarded boutique law firm in Walnut Creek is seeking an experienced Trusts & Estates Paralegal to support its lead partner in a busy and sophisticated Trust & Estates practice. This is a contract-to-hire opportunity offering long-term stability, excellent culture, and competitive compensation and benefits upon hire.

This role is ideal for a paralegal who enjoys working independently, taking ownership of matters, and being part of a bright, collaborative team.

Responsibilities:

Trust Administration (Primary Focus)

+ Manage trust administration matters from start to finish

+ Prepare and track statutory trust notices (CA Probate Code §16061.7)

+ Coordinate asset collection, retitling, and trust funding

+ Communicate with beneficiaries, financial institutions, and CPAs

+ Prepare trust accountings, asset schedules, and distribution documents

+ Maintain compliance timelines and statutory deadlines

+ Draft routine correspondence and client communications

Trust & Estates Support

+ Assist with pleadings, discovery, and routine motions

+ Manage document collection and production

+ Prepare exhibits, binders, and mediation materials

+ Coordinate subpoenas, depositions, and filings

+ E-file in California courts and maintain litigation calendars

+ Organize and summarize financial and trust records for attorney review

Estate Planning / Transactional Support (as needed)

+ Assemble estate planning document sets

+ Assist with trust amendments and restatements

+ Coordinate execution and notarization of documents

+ Track post-signing trust funding follow-up

Probate (Nice to Have, Not Required)

+ Exposure to probate filings, notices, and accountings is a plus, but not required

+ Willingness to assist with probate matters as needed

Requirements

+ 3+ years of Trust & Estates paralegal experience

+ Strong experience in trust administration

+ Ability to manage matters independently and prioritize effectively

+ Highly organized, detail-oriented, and deadline-driven

+ Professional and compassionate client communication skills

+ Comfortable working directly with a lead partner and legal team

+ Must be able to work on-site in Walnut Creek

+ Open to contract-to-hire with long-term career potential

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.

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.

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