Why This Is a Great Opportunity

• • Stable, well-established practice with meaningful work supporting families through life transitions
• • Hands-on role with real ownership of court-facing matters (probate and limited conservatorships)
• • Strong support structure in-office, with opportunities to grow across probate, trust administration, and estate planning
• • Competitive compensation with comprehensive benefits including health coverage and a 401k
• • Work directly with attorneys to take drafting and filing burden off their plate and keep cases moving

Location: On-site in Walnut Creek, CA (collaborative, in-person team environment)

Note: Must have 3+ years of experience as a paralegal (required)

About Our Client

They are an established Walnut Creek-based estate planning and probate practice with a strong focus on probate administration, special needs planning, and court-related matters like guardianships and conservatorships. We take a proactive, practical approach to solving client problems and pride ourselves on high-touch service and follow-through. Confidential Employer.

Job Description

• • Draft probate pleadings, petitions, notices, and supporting declarations for filing
• • Support start-to-finish probate administration, including calendaring, notices, document collection, and follow-up
• • Assist with court-facing matters involving limited conservatorships and guardianships, including judicial forms
• • Prepare clean first drafts and assemble exhibits so filings are organized and submission-ready
• • Coordinate with courts, clients, and third parties to obtain records and keep matters on track
• • Maintain case files, deadlines, and task lists for matters that may run 12+ months
• • Provide paralegal support across additional practice areas as needed (trust administration and estate planning support)

Qualifications

• • 3+ years of experience as a paralegal (required)
• • Experience preparing court pleadings and working with filing deadlines
• • Strong drafting, organization, and attention to detail
• • Professional communication style (comfortable working with clients during sensitive situations)
• • Probate and trust administration exposure is a plus (start-to-finish probate experience is ideal, not required)

Why You Will Love Working Here

• • You’ll be trusted to do substantive work that matters, not just administrative tasks
• • Clear impact: your drafting and organization directly improve speed, quality, and client experience
• • Variety across probate, conservatorships, guardianships, and estate planning support
• • A team that values competence, reliability, and taking ownership

JPC-690