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Description We are looking for an experienced Paralegal to join our team on a contract basis in San Diego, California. This role involves providing essential support in estate planning, probate, and trust administration. The ideal candidate will have a strong background in legal documentation and client management, with a keen eye for detail and excellent organizational skills.

Responsibilities:

• Prepare initial drafts and final versions of legal documents, including trusts, wills, powers of attorney, healthcare directives, and related affidavits.

• Organize and update asset schedules, funding letters, beneficiary designations, and trust funding checklists.

• Develop probate pleadings such as petitions, letters, inventories, appraisals, accountings, and final distribution requests.

• Handle client intake processes, including conducting conflict checks, drafting engagement letters, and capturing initial asset and beneficiary data.

• Coordinate document signings, manage notarizations, arrange witnesses, and ensure compliance with execution formalities.

• Track and manage critical deadlines, including court hearings, tax filing dates, and notice periods.

• Assist in assembling and maintaining trust certifications and supporting documents for trust administration.

• Provide administrative support to ensure smooth and efficient handling of legal matters.

• Communicate effectively with clients to address their needs and concerns throughout the legal process. Requirements

• Minimum of 3 years of experience in estate planning, probate, and trust administration.

• Knowledge of WealthCounsel estate planning software is a plus.

• Proficiency in drafting and reviewing legal documents, such as trusts, wills, and powers of attorney.

• Strong organizational skills with the ability to manage multiple deadlines and priorities.

• Familiarity with asset protection strategies and beneficiary designation processes.

• Knowledge of probate procedures, including preparation of pleadings and court filings.

• Exceptional attention to detail and accuracy in document preparation.

• Ability to coordinate and oversee signing formalities, including notarizations and witness arrangements.

• Effective communication skills to interact with clients and team members professionally.

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.

• 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) .