Estate Planning Paralegal
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Job Description
Estate Planning Paralegal supporting California probate and trust matters for RecruitGo. Managing case files, drafting documents, and preparing court filings in a fully remote setting.
Responsibilities:
- Managing case files, drafting petitions and trust documents under attorney supervision.
- Preparing court filings, coordinating notices and service to beneficiaries.
- Tracking assets and creditor claims, assisting with trust distributions and accountings.
- Opening new matters in case management system, maintaining task lists and deadlines.
- Drafting probate petitions and preparing trust administration documents.
- Assisting in drafting informal accountings, organizing receipts, disbursements, and distributions.
- Coordinating with title companies and preparing preliminary change of ownership reports.
Requirements:
- 2–3 years of experience in Estate Planning, with a focus on Trust Administration and/or Probate (California Probate experience is highly desired but not required)
- Fluent conversational English (considered a plus)
- Possible Law degree
Benefits:
- Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.
- Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued.
- Inclusivity: Be part of an inclusive and diverse workplace that values your contributions.
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