Trusts and Estates Paralegal jobs in United States
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LOUIS PACELLA, ATTORNEY AT LAW · 1 day ago

Trusts and Estates Paralegal

The Pacella Law Group, APLC is a dynamic boutique firm focused on estate planning, probate, and trust administration. They are seeking an experienced Trusts, Estates, Probate & Conservatorship Paralegal to provide substantive legal support, including drafting, research, case management, and litigation assistance in a collaborative environment.

Legal Services
Hiring Manager
Shanna Lumpkin
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Responsibilities

Paralegal & Attorney Support
Draft and revise complex legal documents under attorney supervision, including wills, trusts, probate petitions, conservatorship petitions, pleadings, motions, discovery responses, correspondence, and supporting filings for both transactional and contested matters
Conduct legal and factual research; prepare case summaries, timelines, memoranda, exhibit lists, and trial/mediation materials
Manage case progression across estate planning, probate, trust administration, conservatorships, and litigation: track deadlines, court hearings, discovery cutoffs, and milestones to ensure timely compliance
Prepare and coordinate filings with California probate courts, agencies, financial institutions, and third parties; handle e-filings, service of process, and record maintenance
Support trust and conservatorship administration workflows: asset tracking, beneficiary communications, document preparation, and coordination among attorneys, staff, banks, and external parties
Assist in litigated matters, including discovery preparation, document review/analysis, witness coordination, and settlement support in probate, trust, and conservatorship disputes
Maintain accurate, organized records in PracticePanther and related systems; identify and help resolve workflow inefficiencies
Provide flexible cross-team support during peak periods, upholding firm standards of professionalism, confidentiality, and excellence

Qualification

TrustsEstatesProbate LawLegal Document DraftingPracticePantherMicrosoft Office SuiteTime ManagementInterpersonal SkillsConfidentialityAdaptability

Required

3+ years of relevant paralegal experience required; experience in trusts, estates, probate, conservatorships, and/or related litigation strongly preferred
Proven ability to draft clear, professional legal documents and correspondence with minimal supervision
Demonstrated experience using PracticePanther or a comparable legal case management system
High level of proficiency with computers and office technology, including Microsoft Office Suite (Word, Excel, Outlook) and PDF/document management tools
Ability to organize, analyze, and manage large volumes of documents and information with accuracy and attention to detail
Strong time-management skills with the ability to prioritize tasks, meet deadlines, and manage multiple matters simultaneously
Professional demeanor with strong interpersonal and verbal communication skills
Ability to exercise sound judgment, discretion, and confidentiality
Proactive, adaptable, and capable of functioning effectively as both an independent contributor and a collaborative team member

Benefits

Health insurance eligibility after 90 days of employment
Paid time off policy, including vacation and paid holidays
Employer-sponsored retirement plan 401(k)
Professional, in-office work environment
Opportunities for long-term growth within a growing boutique law firm

Company

LOUIS PACELLA, ATTORNEY AT LAW

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Louis Pacella is a top ranking estate planning lawyer who will protect your assets. Serving Calabasas and the rest of California, we come to you.

Funding

Current Stage
Early Stage
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