Paralegal - Trust & Estate

Location: Del Mar, CA
Salary: $70,000-$100,000 DOE
Schedule: Full-time, 40 hours/week, 9:00 AM start
Benefits: Comprehensive benefits package including vacation, medical & dental insurance, and 401(k)

A well‑established law firm in Del Mar is seeking an experienced Trusts & Estates Paralegal to join our collaborative team. This role is ideal for a detail‑oriented professional who thrives in a fast‑paced environment, enjoys working closely with attorneys and clients, and is comfortable handling complex estate planning and trust administration matters.

• Prepare, review, and e‑file court documents, including real property documents and probate filings.
• Support attorneys with all aspects of probate, estate planning, and trust administration.
• Draft estate planning documents, inventories, accountings, and correspondence.
• Manage key deadlines, maintain organized case files, and ensure compliance with court and statutory requirements.
• Assist with Federal Estate Tax Returns (Form 706) and other IRS filings.
• Communicate professionally with clients, CPA firms, financial advisors, and other third parties.
• Collaborate with a large, supportive team and assist with additional projects as needed.

• 5+ years of Trusts & Estates paralegal experience in a law firm or CPA setting.
• ABA‑approved paralegal certificate or signed attestation of paralegal qualifications.
• Strong experience with e‑filing and filing real property and court documents.
• Solid background in probate, estate planning, and trust administration, with an ability to provide a clear breakdown of past case involvement.
• Experience working in or with CPA firms is highly valued; familiarity with Form 706 and other tax‑related filings preferred.
• Demonstrated team‑player mentality and willingness to collaborate within a large, dynamic team.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.