Out client is looking for a skilled Paralegal to support a busy trusts and estates practice in Burlingame, California, serving individuals and families. This position offers meaningful hands-on involvement in estate and trust matters, regular interaction with clients and advisors, and exposure to sophisticated asset and tax issues. The right candidate brings strong organizational ability, sound judgment, and a detail-oriented, service-oriented approach to sensitive matters.

Responsibilities:

• Guide clients, trustees, and family members through trust and estate administration matters with care.
• Coordinate communications with beneficiaries and outside professionals such as accountants, financial advisors, and other consultants to keep matters moving efficiently.
• Prepare and revise legal correspondence, transfer documents, deeds, and court filings related to probate and estate administration.
• Assemble and maintain detailed asset schedules, allocation summaries, and distribution records to support accurate administration.
• Assist with the preparation of federal estate and gift tax filings, including Forms 706 and 709, and organize supporting financial information.
• Examine bank records and related financial documents to identify assets, verify transactions, and support reporting requirements.
• Maintain orderly client files, oversee document execution logistics, and provide notarial support when needed.
• Contribute to the day-to-day management of probate proceedings and post-death trust administration from opening through final distribution.