Trust Administration Paralegal

Job Duck

California trust administration paralegal handling conservatorships, probate research, filings, and client support. Job Duck connects professionals with remote US-based employers.

Posted 8/12/2026full-timeRemote • 🇭🇳 HondurasJuniorMid-Level💰 $1,142 - $1,220 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in California Trust Administration, Conservatorship matters, and legal drafting, with a strong focus on case management and compliance with legal requirements. Proficient in managing caseloads, conducting legal research, and collaborating effectively with attorneys and clients.

Highest-signal resume keywords

California Trust AdministrationLegal DraftingCase ManagementLegal ResearchCourt Filing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Legal Document PreparationCalendaringDeadline ManagementCritical ThinkingProblem-SolvingAttention to DetailClient ServiceProactive Case OwnershipTime ManagementProfessional Judgment

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationReliabilityEmpathyAdaptability

Tools & Technologies

ClioDialpadMicrosoft 365

Industry Keywords

California Probate CodeCalifornia Rules of CourtTrust ManagementConservatorshipProbate Procedures

About the role

Key responsibilities & impact

Prepare, review, and submit legal forms and court filings
Communicate with clients, courts, experts, financial institutions, and other parties
Schedule legal events, meetings, and case milestones
Coordinate hearing preparation and case readiness activities
Conduct document review and issue identification
Monitor case deadlines, milestones, and upcoming court requirements
Draft pleadings, motions, petitions, affidavits, declarations, discovery documents, subpoenas, agreements, and court orders
Handle trust administration and conservatorship matters
Develop legal strategies in collaboration with attorneys
Manage assigned caseloads and ensure matters progress in a timely manner
Provide feedback regarding workflow improvements and operational efficiency
Ensure compliance with firm procedures and legal requirements
Support attorneys with hearing, mediation, and trial preparation
Assist with document organization, scanning, filing, and records management
Maintain accurate records of billable and non-billable time
Provide status updates to clients and legal team members
Maintain and update client files and case management systems
Review California Probate Code, California Rules of Court, and other applicable regulations
Conduct legal research and case analysis relating to trust administration, conservatorships, and probate-related matters
Draft correspondence, reports, legal summaries, chronologies, and supporting case documentation

Requirements

What you’ll need

Minimum 2 years of experience working as a paralegal
In-depth experience with California Trust Administration, Trust Management, and Conservatorship matters is required
Strong written and verbal English communication skills are required
Experience working with California courts, probate procedures, conservatorship matters, and trust administration processes preferred
Case management expertise
Legal drafting and document preparation
Court filing experience
Legal research and case analysis
Calendaring and deadline management
Strong organizational skills
Time management skills
Ability to work independently
Critical thinking and problem-solving abilities
Strong attention to detail
Client service mindset
Professional judgment
Proactive approach to case ownership
Reliability and accountability
Patience and empathy when working with clients
Ability to collaborate effectively with attorneys and legal staff
Adaptability and willingness to learn new technologies
Technology proficiency
Solution-oriented mindset
Commitment to excellence
Remote Pacific Standard Time (PST) location and timezone
Monday to Friday availability
Low expected call volume, about 5 calls per day
Required proficiency with Clio, Dialpad, and Microsoft 365
Documents and application forms must be submitted in English

Benefits

Comp & perks

Competitive salary
Paid Time Off
Bonuses
100% remote/home-based position
Full-time, long-term career opportunities
Parental Leave
Professional development and training
Dedicated team support
Alignment with our clients' core values