$120,000 - $150,000 yearly
Robert Half
San Jose, CA
We are looking for a detail-oriented Probate/Trust Administration Paralegal to support sophisticated estate matters in San Jose, California. This role focuses on guiding probate and trust administration files from opening through final distribution while ensuring accurate documentation, reporting, and coordination of assets. The ideal candidate brings strong organizational skills, sound judgment, and experience handling fiduciary and tax-related matters in a legal environment. Responsibilities: • Manage probate and trust administration matters through each stage of the process, from initial court filings to closing distributions. • Coordinate the collection, valuation, and transfer of estate and trust assets, ensuring timely preparation of supporting documentation. • Prepare and review estate, gift, and related fiduciary tax filings for accuracy and completeness. • Assemble fiduciary accountings and supporting financial records for attorney review and submission. • Draft probate...