Trusts and Estates Paralegal
Jobot
San Jose, CA
JOB DETAILS
SALARY
$120,000–$160,000 Per Year
SKILLS
Accounting, Analysis Skills, Attorney, Communication Skills, Customer Relations, Detail Oriented, Develop and Maintain Customers, Estate Planning, Fiduciary, File Maintenance, Funding, Healthcare, Income Tax, Legal, Litigation, Loss Prevention, Maintain Compliance, Organizational Skills, Paralegal, Probate, Strategic Planning, Tax Planning, Trust Law, Value-Added Tax (VAT)
LOCATION
San Jose, CA
POSTED
3 days ago
This Jobot Job is hosted by: Jeff Diepenbrock
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $120,000 - $160,000 per year
A bit about us:
Unique qualities of our firm:
Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.
Why join us?
Unique qualities of our firm:
Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.
Job Details
Location: San Jose, California
Overview
We are seeking an experienced Transactional Trust & Estate Attorney to join our growing San Jose practice. This role focuses on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals, families, and closely held businesses. The ideal candidate is detail-oriented, client-focused, and skilled in drafting and implementing customized estate planning solutions.
Key Responsibilities
Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations
Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies
Structure and implement wealth transfer techniques, including lifetime gifting, trust funding, and asset protection planning
Counsel trustees and beneficiaries on trust administration, fiduciary duties, and compliance matters
Coordinate with accountants, financial advisors, and other professionals to deliver comprehensive planning solutions
Maintain accurate client files and ensure compliance with California probate and trust laws
Communicate complex legal concepts clearly and effectively to clients
Qualifications
Juris Doctor (JD) from an accredited law school
Active membership in the California State Bar, in good standing
3+ years of experience in transactional trust and estate planning (additional experience welcome)
Strong drafting skills with demonstrated experience handling sophisticated estate plans
Solid understanding of federal and California estate, gift, and trust taxation
Excellent analytical, organizational, and client-communication skills
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com