Trust & Estate Paralegal

Pay: $23.00 - $35.00 per hour

Why This Is a Great Opportunity

• Join a respected, well-established law firm with a strong reputation in the Santa Barbara market
• Work closely with experienced attorneys in a collaborative, team-oriented environment
• Build your career in a sophisticated trusts, estates, and probate practice with strong mentoring and training
• Take on meaningful, client-facing work that directly impacts families and long-term planning
• Enjoy a stable, full-time opportunity with benefits, 401(k), profit sharing, and professional development support

Location: This is a full-time, on-site position in Santa Barbara, California.

Note: Must have prior law firm experience and ties to the local area, including Santa Barbara, Goleta, or Carpinteria. Experience in wills, trusts, estates, probate, or trust administration is strongly preferred, but not required.

About Us

We are a collaborative, client-focused law firm committed to providing high-quality, cost-effective legal services while building long-term relationships with our clients and community. We believe in teamwork, communication, mentorship, and supporting our people so they can do their best work. Confidential Employer.

Job Description

• Support attorneys with estate planning, trust administration, probate, and related matters
• Schedule, coordinate, and prepare attorneys for client meetings
• Communicate with clients, financial institutions, courts, recorder's offices, assessor's offices, and other third parties to gather information and keep matters moving
• Assist with trust administrations, probate matters, and other estate-related files in an organized and timely manner
• Draft correspondence, legal documents, and templates for attorney review
• Assist with the preparation of estate and gift tax returns
• Perform basic legal research as needed
• Maintain hard copy and electronic client files, records, and contact information
• Help attorneys stay ahead of deadlines, client needs, and matter-related issues
• Build strong relationships with clients and provide a high level of professional service
• Manage multiple priorities and deadlines in a busy law firm environment

Qualifications

• Prior experience working in a law firm required
• Paralegal experience required
• Experience in wills, trusts, estates, probate, or trust administration strongly preferred
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Strong interpersonal skills and professional client-facing ability
• Ability to manage changing priorities and meet deadlines
• Ability to work independently and as part of a team
• Proficiency with Outlook and Microsoft Office required
• Experience with CARET or similar law firm management and billing software preferred
• Paralegal certificate preferred
• California Notary Public certification preferred

Why You Will Love Working Here

• Supportive, team-driven culture with a healthy work-life balance
• Opportunity to do meaningful, high-quality legal work in a respected practice
• Mentoring, training programs, lunch seminars, and ongoing development
• Competitive benefits package including 401(k), matching, profit sharing, health coverage, HSA, PTO, and professional development assistance
• A firm that values its people as much as its clients

JPC-318

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Vision insurance

Requirements: Must-haves: experience working at a law firm.

• Nice to haves: 1+ yrs wills, trusts, & estates law exp Strongly preferred. . paralegal certificate, CARET or similar software experience, and California Notary Public certification.

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

Submissions Name / Elizabeth - [email protected]

Quick Recruiter Reference (Internal Summary)

Established Santa Barbara law firm seeking an on-site paralegal with law firm experience. Trusts, estates, probate, and estate planning experience is strongly preferred but not required. They want someone local, organized, polished, and strong with client communication and file management.

Recruiters Submission: To submit, cancel. Trust & Estate Paralegal - Allen & Kimbell, LLP - JPC 818 - Source

**New Job Order Alert**

• Client job title: Trust & Estate Paralegal

• Location: Santa Barbara, CA

• On-site, hybrid, remote: On-site

• Experience: 0

• Good fit job titles/keywords for candidates: Trust & Estate Paralegal, Estate Planning Paralegal, Probate Paralegal, Trust Administration Paralegal, Estate Administration Paralegal, Paralegal, Legal Assistant, wills, trusts, estates, probate, trust administration, CARET

• # of hires needed: 1

• Open or not to recruiters on TE: NO

• Job posting strategy (bottom of package details): Good legal support role, 88k pop tho, nothing super close