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Greenberg Traurig (GT), a global law firm with locations across the world in 15 countries, has an exciting employment opportunity for you. We offer competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment.
Join our Team as a Trust & Estate Paralegal located in our San Diego (Del Mar) office.
We are seeking a highly skilled professional who thrives in a fast-paced, deadline-driven environment. The ideal candidate possesses strong problem-solving abilities, ensuring efficiency and accuracy in every task. With a dedicated work ethic and a can-do attitude, you will take initiative and approach challenges with confidence and resilience. Excellent communication skills are essential for collaborating effectively and delivering exceptional client service. With a client-focused mindset and an initiative-taking approach, you will play a critical role in anticipating needs of the attorneys. If you are someone who demonstrates initiative, adaptability, and innovation, we invite you to join our team.
This role will be based in our San Diego (Del Mar) office, on a hybrid basis with an exception of one or two days in office per week. Regular in-office presence is required for day-to-day operations, as well as for team meetings, training opportunities, and relationship building.
Position Summary
The Probate, Trusts & Estates Paralegal will assist attorneys in estate administrations as well as supporting the San Diego Office’s Probate Litigation group on a variety of matters. Must perform in an organized, efficient manner, and be willing to support the department with general administrative duties and special projects as needed. Candidate should also be flexible to work overtime as needed.
Key Responsibilities
Files probate documents with courts throughout the State and manages dockets
Marshals and obtains values of estate assets
Assists in the preparation of federal estate and gift tax returns
Prepares and files documents to transfer assets into trusts (real estate deeds, assignment of interests, transfer forms)
Coordinates with financial institutions to retitle accounts and beneficiary designations
Prepares fiduciary accountings
Prepares petitions for probate, trust-related documents, pleadings, and declarations with applicable courts, and manages dockets
Tracks deadlines and filing requirements
Assists with other department activities as needed, and performs additional duties and responsibilities as assigned
Handles sensitive financial and family information with strict confidentiality
Qualifications
Skills & Competencies
A team player with a positive attitude and able to maintain a consistently high standard of service
A self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented
Excellent organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure
Ability to multi-task and set priorities while meeting deadlines in a fast-paced environment
Position also requires the ability to work under pressure to meet strict deadlines
Education & Prior Experience
Bachelor’s Degree and Qualified as a Paralegal as pursuant to the California Business and Professional Code §6450 required.
Preferred: NALA Certified Paralegal or Advanced Certified Paralegal; NFPA Registered Paralegal or Certified Registered Paralegal
Minimum of five or more years of experience as a probate/estate planning paralegal in a law firm
Must be able to handle all aspects of estate planning, probate, and trust administration including probate litigation filings in the California Superior Courts.
Technology
Computer proficiency in Windows-based software and Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook
Exceptional computer skills with the ability to learn new software applications quickly
Understanding of AI capabilities, limitations, and responsible use in a professional environment.
Familiarity with, or willingness to learn, firm-approved AI tools (e.g., Copilot, ChatGPT, or similar platforms) to support daily workflow and/or improve work quality.
The expected pay range for this position is:
$50.00 - $65.00 per hour
Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets.
GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.