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Robert Half Trust and Estate Paralegal in San Jose, California

Description

Our client seeks a Trust and Estate Paralegal to join their expanding team. The successful candidate will possess a minimum of two years' experience in this practice area. This is a hybrid role and will require a minimum of three days working in-person in San Jose, California per week.

Responsibilities:

  • Assisting attorneys with drafting and reviewing estate planning and trust administration documents

  • Researching and analyzing bodies of law such as statutes, recorded judicial decisions, legal articles, treaties, and legal codes

  • Facilitating the transfer of assets into trusts and estates

  • Handling communication and correspondence with clients, co-counsel, and other relevant parties

  • Maintaining up-to-date client records

  • Filing court documents and managing deadlines

    Requirements

Qualifications:

  • Minimum of two years' experience working as a Trust and Estate Paralegal

  • Certificate of completion from an ABA-approved paralegal certification program of education and training, or an equivalent educational degree

  • Excellent communication and organizational skills

  • Ability to self-manage and handle competing deadlines

  • Knowledgeable about California probate procedures and court rules

  • Proficient in legal documentation and terminology related to estate planning

  • Note: candidates who are certified in California as a notary public are strongly preferred

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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