Trusts and Estates Paralegal (Hiring Immediately)

Transactional Role - No Litigation Involved

This Jobot Job is hosted by: Jeff Diepenbrock
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $120,000 - $160,000 per year

A bit about us:

Unique qualities of our firm:
Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

Why join us?

Unique qualities of our firm:
Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

Job Details

Location: San Jose, California

Overview
We are seeking an experienced Transactional Trust & Estate Attorney to join our growing San Jose practice. This role focuses on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals, families, and closely held businesses. The ideal candidate is detail-oriented, client-focused, and skilled in drafting and implementing customized estate planning solutions.

Key Responsibilities

Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations

Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies

Structure and implement wealth transfer techniques, including lifetime gifting, trust funding, and asset protection planning

Counsel trustees and beneficiaries on trust administration, fiduciary duties, and compliance matters

Coordinate with accountants, financial advisors, and other professionals to deliver comprehensive planning solutions

Maintain accurate client files and ensure compliance with California probate and trust laws

Communicate complex legal concepts clearly and effectively to clients

Qualifications

Juris Doctor (JD) from an accredited law school

Active membership in the California State Bar, in good standing

3+ years of experience in transactional trust and estate planning (additional experience welcome)

Strong drafting skills with demonstrated experience handling sophisticated estate plans

Solid understanding of federal and California estate, gift, and trust taxation

Excellent analytical, organizational, and client-communication skills

Interested in hearing more? Easy Apply now by clicking the Apply button.

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