Trusts and Estates Paralegal (San Jose)
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. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Recommended Jobs
Rental Staff
Position Summary Irvine Park Rentals is hiring for part time staff. This position is responsible for sending out and checking in specialty bikes and paddle boats as well as going over safety instruc…
Family Law Associate Attorney (Hybrid/Remote) (San Francisco)
Family Law Associate Attorney (Hybrid/Remote) This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $175,000 -…
Staff Cloud Software Engineer - Architect
ABOUT US: Headquartered in the United States, TP-Link Systems Inc. is a global provider of reliable networking devices and smart home products, consistently ranked as the world’s top provider of…
Community Support Facilitator
Life Steps Southern California Adult Services (LSF SoCal) is a non-profit organization which serves over 300 developmentally and physically disabled clients in various programs throughout Southern Ca…
Software Engineer, Performance Optimization
About Us: Here at Fireworks, we’re building the future of generative AI infrastructure. Fireworks offers the generative AI platform with the highest-quality models and the fastest, most scalable…
Au Pair
Get hired for Catherine's aupair Job in Salinas, CA. Family with 3 great kids. Find aupair care work in Salinas.
Backend Java Engineer II - Data Pipelines
Overview Motivation comes from turning complex information into systems people can trust, analyze, and act on, as well as from building core backend services that operate at global scale. This rol…
Sr. Implementation Project Manager
Location: e123 is a Work From Anywhere company based in southern California with an entirely remote workforce from all over the US. This role can be based anywhere in the US (with the exception of I…
Sr. Product Designer - Digital Commerce
Overview Join our innovative team in Esri's Creative Lab to create and promote on-brand designs for Esri’s online store. You'll be working closely with a high-performing team of skilled and passionat…
Sr. Product Manager - FinTech
Stampli, a leader in B2B SaaS and fintech innovation, is seeking a Senior Product Manager to help drive the vision, strategy, and execution of our Fintech product offerings. Our solutions are trans…