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Robert Half Logo Robert Half · Legal

Trust And Estate Paralegal

United States, Burlingame Employment contract 120000.00 - 170000.00 USD / Year · Job Posted July 03, 2026
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Job Description

Our client, a well-established law firm in Burlingame, is seeking an experienced Trust & Estate Paralegal to support its sophisticated trust administration and probate practice serving high-net-worth individuals and families on a contract-to-hire basis. This is a highly substantive, client-facing opportunity for a paralegal who enjoys managing complex trust and estate matters from inception through final distribution while working closely with attorneys, clients, trustees, beneficiaries, and outside advisors.

Job Responsibility

  • Support attorneys with all aspects of sophisticated trust administration, probate matters, and estate administration for high-net-worth individuals and families
  • Meet with clients, trustees, beneficiaries, and family members while serving as a primary point of contact throughout the administration process
  • Coordinate with accountants, financial advisors, fiduciaries, and other professional advisors to facilitate trust and estate matters
  • Draft correspondence, deeds, probate pleadings, trust administration documents, and other estate planning and probate-related documents
  • Prepare asset inventories, estate accountings, final allocation schedules, and distribution documentation
  • Assist with the preparation of federal estate tax returns (Form 706) and federal gift tax returns (Form 709)
  • Review bank statements, financial records, and estate assets to support trust administration and probate proceedings
  • Maintain organized client files, notarize documents as needed, and ensure matters progress efficiently while delivering exceptional client service

Requirements

  • At least 3 years of trust and estate paralegal experience within a law firm, with experience handling sophisticated trust administration and probate matters
  • Paralegal certificate from an ABA-approved program or equivalent required
  • Bachelor's degree preferred
  • Demonstrated experience administering trusts following the death of a trustor, including preparing final allocation and distribution documents
  • Strong understanding of California probate procedures, Judicial Council forms, and trust administration workflows
  • Experience preparing or assisting with federal estate tax returns (Form 706) and gift tax returns (Form 709)
  • Excellent organizational, analytical, proofreading, and communication skills with the ability to independently manage multiple matters and deadlines
  • Intermediate to advanced proficiency with Microsoft Word and Excel
  • Experience with iManage, Tabs3, Adobe Acrobat, FPS, NumberCruncher (or similar estate administration software), and Crowther is preferred
  • California Notary Public commission is a plus
  • Ability to meet billable hour expectations while maintaining exceptional attention to detail and client service

Nice to have

  • Experience with iManage, Tabs3, Adobe Acrobat, FPS, NumberCruncher (or similar estate administration software), and Crowther
  • California Notary Public commission

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
  • Access to top jobs
  • Competitive compensation
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