Job Title:

Experienced Trust Administration, Probate & Estate Planning Assistant Job Type:

Part-Time (Approx. 35 hours/week)

Location:

Hybrid Benefits:

No benefits offered

Schedule:

Flexible About the Role We are seeking a highly experienced Trust Administration, Probate, and Estate Planning Assistant/Paralegal who can step in and hit the ground running from day one. In this role, you will provide high-level administrative and paralegal support across all phases of estate planning, trust administration, and probate matters. The ideal candidate brings significant technical expertise to the table, combined with a positive, approachable personality. We are looking for a true team player who is also a driven self-starter—someone who knows exactly what needs to be done, anticipates the next steps, and executes with minimal supervision.

Key Responsibilities Estate Planning Support:

Draft, format, and proofread estate planning documents (wills, trusts, powers of attorney, healthcare directives); manage client intakes and coordinate signing meetings.

Trust Administration:

Assist with the full lifecycle of trust administration, including preparing statutory notices, marshaling and transferring assets, drafting distribution agreements, and communicating with beneficiaries and financial institutions.

Probate Filings:

Prepare and file probate court documents (petitions, inventories, accountings); calendar and track crucial court deadlines and hearing dates; manage e-filing processes.

Client Communication:

Serve as a friendly, professional point of contact for clients, beneficiaries, and advisors during sensitive and emotional times.

Case Management:

Independently manage and prioritize multiple case files, ensuring nothing falls through the cracks.

Qualifications & Skills Experience:

Substantial, hands-on experience specifically within trust administration, probate, and estate planning. You must be able to navigate standard procedures and documents with minimal training.

Work Style:

Exceptional self-starter. You do not wait to be told what to do; you look for ways to move cases forward and streamline processes.

Personality & Culture Fit:

Great personality with excellent interpersonal skills. You are adaptable, easy to work with, and thrive in a collaborative, supportive team environment.

Technical Proficiency:

Strong computer skills, including proficiency with standard legal practice management software, word processing, and court e-filing systems. Attention to

Detail:

Meticulous organizational skills and a sharp eye for detail when drafting complex legal documents.

Work Environment & Compensation Schedule:

Up to 35 hours per week.

Flexibility & Location:

We offer a highly flexible, hybrid work schedule. You will have the autonomy to work remotely for a portion of the week while maintaining a presence in the office as needed for team collaboration, client meetings, or document signings.

Job Type:

Full-time Pay:

$25.00 - $35.00 per hour

Education:

Associate (Preferred)

Experience:

Microsoft Office:

1 year (Preferred) Wills, trusts, & estate law: 5 years (Preferred)

Work Location:

Hybrid remote in Roseville, CA 95747