Estate Planning Paralegal

Pay: $75,000.00 - $115,000.00 per year

Why This Is a Great Opportunity

• Work closely with experienced attorneys on meaningful estate planning matters that directly impact individuals and families.
• Build deeper expertise across wills, trusts, estates, and related planning matters.
• Join a collaborative legal team that values professionalism, thoughtful client service, and high-quality work.
• Enjoy hybrid flexibility while remaining connected to a strong Bay Area team.
• Grow your skills and take on increasing responsibility in a sophisticated estate planning practice.
• Make a tangible difference by helping clients put thoughtful plans in place for their families and futures.

Location: San Jose, CA — Hybrid. This role offers a flexible hybrid schedule while maintaining meaningful in-person collaboration with our Bay Area team. Candidates must be based in the Bay Area; this is not a 100% remote opportunity.

Note: Must have 2+ years of directly relevant experience supporting wills, trusts, and estates matters. A J.D. is not required for this position.

About Us

We are a respected legal team focused on providing thoughtful, effective representation in estate planning and family law. We take the time to understand our clients' objectives and work diligently to provide practical, personalized guidance. Our team is committed to professionalism, collaboration, and delivering excellent service to every client.Confidential Employer.

Job Description

• Support attorneys with estate planning matters from initial client intake through completion.
• Assist with preparation and organization of wills, trusts, powers of attorney, and related estate planning documents.
• Coordinate client information and documentation needed to prepare and finalize estate plans.
• Communicate professionally with clients regarding document requests, signatures, scheduling, and case status.
• Organize and maintain client files, deadlines, and estate planning records.
• Assist attorneys with trust and estate administration matters as needed.
• Review documents for completeness, accuracy, consistency, and execution requirements.
• Coordinate execution and signing processes for estate planning documents.
• Conduct appropriate legal and factual research to support estate planning matters.
• Help ensure matters move efficiently while maintaining a high level of client service and attention to detail.

Qualifications

• 2+ years of experience as a paralegal supporting wills, trusts, estates, or estate planning matters.
• Strong understanding of estate planning terminology, documents, and processes.
• Excellent organization and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple matters, deadlines, and client requests.
• Professional, client-focused approach.
• Ability to work effectively both independently and as part of a collaborative legal team.
• Bay Area based and able to work in a hybrid San Jose environment.
• J.D. is not required.

Why You Will Love Working Here

You'll have the opportunity to build your career in a specialized area of law while working with a team that values both excellent legal work and excellent client service. We offer a collaborative environment, meaningful work, professional growth, and the flexibility of a hybrid schedule. If you enjoy being trusted with important responsibilities and helping clients accomplish goals that matter to their families, this is an opportunity to make a real impact.

JPC-1793

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must-have: 2+ yrs of wills, trusts, & estates law exp

• Required Years as Associate: 2+

• Additional context: Relocation- [no]. Packages - [no]

Submission Email / Name: Gina - [email protected]

Quick Recruiter Reference

Established Bay Area legal practice focused on estate planning and family law. Seeking an Estate Planning Paralegal to support wills, trusts, estates, client communications, document preparation, and related matters. Hybrid San Jose role requiring 2+ years of directly relevant estate planning experience.

Recruiter Submission: To submit, cancel - Estate Planning Paralegal - Lonich Patton Ehrlich Policastri, PC - JPC-1793 - source

New Job Order Alert

• Client job title: Estate Planning Paralegal

• Location: San Jose, CA

• On-site, hybrid, remote: Hybrid

• Experience: 2+

• Good fit job titles/keywords for candidates: Estate Planning Paralegal, Trusts & Estates Paralegal, Wills & Trusts Paralegal, Probate Paralegal, Estates Paralegal, Estate Planning Legal Assistant

• # of hires needed: 1