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RH
Robert Half
Paralegal
Career Insights for Paralegal / Legal Assistant
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Based on California data
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What they do
A Paralegal or Legal Assistant assists attorneys and law offices with a variety of tasks ranging from administrative support to legal research and writing. Maintains and organizes files or file databases. Conducts legal or other background research, assists with preparation for trials or hearings, and drafts documents to be filed. Uses software for electronic discovery of materials such as email for a trial. May specialize in a particular area of the law such as corporate or criminal law, family law or real estate law.
$76,708 / year median in California
+8% projected growth
Job Description
Description 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. Requirements
- At least 3 years of paralegal experience focused on trust and estate matters within a law firm environment.
- Completion of an approved paralegal program or equivalent qualification is required; a bachelor's degree is preferred.
- Practical experience handling trust administration after the death of a trustor, including preparation of final distribution documentation.
- Working knowledge of estate and gift tax principles, with experience supporting or preparing Forms 706 and 709.
- Strong understanding of probate procedures and familiarity with Judicial Council forms.
- Excellent organizational and prioritization skills with the ability to manage multiple deadlines and a substantial workload independently.
- Clear written and verbal communication skills, along with strong analytical, proofreading, and numerical abilities.
- Proficiency with Microsoft Word and Excel; familiarity with legal and tax-related software platforms is preferred.