Trust Administration & T&E Litigation Paralegal (Palo Alto)

Trust Administration & T&E Litigation Paralegal (Palo Alto)

About us:

Boutique trusts & estates practice handling trust administration and contested matters (probate/trust litigation) in Santa Clara & San Mateo.

You’ll do:

• Administer trusts (marshal assets, trustee correspondence, accountings, allocations, 16061.7 notices).

• Support contested actions (petitions, discovery, depo/trial prep, hearing reservations, e‑filing, courtesy copies).

• Draft and revise pleadings, discovery, probate forms, chronologies, exhibit lists, TOAs/TOCs.

• Manage calendars, service lists, and case files; coordinate with experts and vendors.

What you bring:

• 3–5+ years in trust/estate administration and California probate/trust litigation.

• Fluency with state e‑filing (San Mateo & Santa Clara) and local rules; strong Excel/Word/Adobe.

• Professional client touch with fiduciaries/beneficiaries; impeccable organization under deadline.

Pay & setup: $85,000–$110,000 base (DOE) + benefits; hybrid schedule in Palo Alto (one day remote, four days on site). 

How to apply: Email resume + 1 sample (redacted): a probate/trust pleading or trustee accounting schedule.