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Trust & Estate Planning Legal Clerk
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AppleOne
San Diego, CA (In Person)
$60,000 Salary, Full-Time
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Job Description
Job Summary A prominent and established law firm in Downtown San Diego is seeking a detail-oriented Trust & Estate Planning Legal Clerk to support its growing Estate Planning and Probate practice. This direct hire opportunity is ideal for a legal professional who enjoys working closely with attorneys, clients, fiduciaries, financial advisors, and other professionals on sensitive and complex trust and estate matters. The Trust & Estate Planning Legal Clerk will play an important role in document preparation, file management, calendaring, client communication, and administrative support. This position offers the opportunity to join a stable, highly regarded legal practice with experienced attorneys, supportive leadership, and a collaborative team environment. Candidates who value accuracy, professionalism, client service, and long-term career growth will find this to be an excellent opportunity. Key Responsibilities
- Serve as a professional point of contact for clients, fiduciaries, financial advisors, courts, and third parties while maintaining confidentiality and discretion.
- Prepare, proofread, format, assemble, and organize estate planning, probate, trust administration, and related legal documents.
- Coordinate signing ceremonies, witness requirements, notarizations, closing binders, electronic document packages, and client follow-up.
- Open, maintain, organize, scan, index, retrieve, and close physical and electronic client files using firm document management procedures.
- Manage attorney calendars, deadlines, ticklers, task lists, meetings, agendas, exhibits, and follow-up correspondence.
- Assist with administrative operations, billing and matter administration, mail processing, copying, vendor coordination, and general office support. Compensation and Benefits
- Salary range: $55,000 to $65,000 per year.
- Employment type: Direct hire.