Description
We are looking for a detail-oriented Trusts and Estates Paralegal to join a legal team in San Diego, California in a contract position with the potential to become permanent. This role will serve as a primary point of contact for clients throughout the estate planning process and is ideal for someone who enjoys client interaction, takes ownership of their work, and can operate independently.
Responsibilities:
- Serve as a primary client contact and gather information needed for estate planning matters
- Draft and coordinate California living trusts and related estate planning documents
- Assist with deeds, trust funding, asset transfers, and related transactional matters
- Coordinate document signing and execution
- Manage ongoing client communications via phone and email
- Track matters and proactively follow up to keep projects moving
Requirements
- Prior paralegal experience required
- Estate planning experience preferred
- Family law, corporate law, or other transactional experience will be considered
- Experience with California living trusts highly preferred
- Experience with deeds, trust funding, asset transfers, or LLC formations is a plus
- Strong communication, organization, and client service skills
- Ability to work independently and problem-solve with minimal supervision
- Detail-oriented with strong document review and reading comprehension skills
- Paralegal certificate not required
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.
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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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