Trust & Estate Paralegal

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 primarily in-office basis (4 days in office). 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