Robert Half · 1 day ago
Probate Litigation Paralegal
Robert Half Legal is partnering with an established boutique firm based in San Diego specializing in probate litigation, estate planning, and elder law. The firm is seeking an experienced Probate Paralegal to support the managing partner on a remote, contract-to-hire basis.
ConsultingHuman ResourcesRecruitingSecurity
Responsibilities
Prepare, file, and manage California Judicial Council forms and related pleadings, including 1. Petitions for Probate and related supplements/amendments 2. Inventory and Appraisal (DE-160/DE-161) and coordination with the Probate Referee 3. Notice to Creditors (DE-157) and claims tracking/resolution 4. Notice of Proposed Action (DE-165) and objections calendaring 5. Requests for Special Administration, Letters, Bonds; Proofs of Publication/Mailing o Accountings (summaries, schedules, exhibits) and waivers of accounting 6. Status reports; reports of sale & petitions to confirm sale (as applicable)
E-file/physical filing; coordinate service, publication, and courtesy copies per local rules
Calendar hearings, track probate notes, and draft supplements to clear notes
Liaise with court clerks, probate examiners, Probate Referees, banks, brokers, and title
Utilize Clio for case management and tracking
Serve as a primary client contact to gather intake information, assets/liabilities, account statements, deeds, and beneficiary data
Set expectations on timelines and next steps; document all communications in the case file
Prepare attorney for hearings/meetings with concise status memos and checklists
Qualification
Required
5+ years' recent experience in California probate and trust administration at a law firm
Demonstrated proficiency with Judicial Council probate forms and local court practices
Strong client-facing communication skills—clear, empathetic, and professional
Solid understanding of California Probate Code timelines, notice requirements, and local rules
High accuracy in drafting, cite/form checking, calendaring, and task follow-through
Proficiency with Clio, court e-filing portals, and MS Office/Google Workspace
Benefits
Medical
Vision
Dental
Life and disability insurance
401(k) plan
Company
Robert Half
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Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Recent News
EIN Presswire
2025-04-14
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