Position Overview
A highly respected Santa Barbara law firm is seeking a detail-oriented Paralegal to join its Trust & Estate Department. This role supports a collaborative team of experienced attorneys, including certified specialists in Taxation, Estate Planning, Trust, and Probate Law. The firm operates on a client-centered model, emphasizing efficiency, strategic staffing, and high-quality legal support.
This is an excellent opportunity for a motivated professional who thrives in a fast-paced environment and is skilled at managing multiple priorities while maintaining accuracy and confidentiality.
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Key Responsibilities
• Coordinate, schedule, and prepare attorneys for client meetings
• Communicate with clients, financial institutions, and third parties to gather necessary information for trust administration and probate matters
• Manage and track court filings; liaise with Courts, Recorder’s Offices, and Assessor’s Offices
• Draft, edit, and proofread legal correspondence and documents
• Assist with preparation of estate and gift tax returns
• Maintain and organize client files (physical and electronic)
• Meet a billing goal of 4–6 hours per day
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Required Qualifications
• Paralegal Certificate required
• Strong knowledge of legal terminology and estate administration processes
• Ability to manage competing priorities in a deadline-driven environment
• Proactive, solution-oriented mindset with strong follow-through
• Excellent organizational and problem-solving skills
• High level of professionalism, reliability, and accountability
• Strong computer proficiency and ability to learn new systems quickly
• Ability to maintain strict confidentiality
• Effective both independently and within a team
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Preferred Qualifications
• 2+ years of experience in estate planning, probate, or trust administration
• Familiarity with probate court procedures
• Experience with trust funding and real property transfers
• Basic knowledge of estate and gift tax concepts
• California Notary Public certification
• Experience with CARET or similar legal billing/management software
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Ideal Candidate
The ideal candidate is organized, proactive, and adaptable, with a genuine interest in trust and estate law. Candidates with less experience but strong initiative and a willingness to learn are encouraged to apply.
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Benefits
• 401(k) with matching
• Health insurance + HSA options
• Paid time off
• Professional development assistance


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