Paralegal - Probate & Trust

Modesto, CA 95354

Posted: 03/31/23 Employment Type: Direct Hire Job Category: Office/Administrative Job Number: 9892

Job Description

Paralegal - Probate/Trust
Direct Hire
Pay Rate $23.00 - $37.80
Location: Modesto, CA

We're seeking a compassionate and experienced paralegal, with knowledge in Probate/Trust or Estate Planning for an established Modesto firm. Great benefits package and competitive salary!

The Probate and trust Administration paralegal is responsible for providing a variety of assistance during all phases of the probate and trust administration process for multiple attorneys in the organization. Qualified applicants should have exceptional organizational and computer/word processing skills, ability to multitask with ease and manage several projects at one time. Applicants must be detail oriented, team players, highly dependable, and have excellent grammar, spelling, proofreading, oral, administrative and interpersonal skills.

Job Duties:
  • Preparing and filing probate documents in the administration of an estate
  • Filing life insurance claims and other death benefits
  • Contacting beneficiaries and next of kin regarding admission of the will and other probate hearings
  • Preparing and filing final income and tax returns, administering estate accounts and assisting with the liquidation and transfer of property
  • Paralegal support for multiple attorneys
  • Liaison to other departments, clients, court, experts, venders, and other attorney offices
  • Highly organized, strong writing and communication skills along with attention to detail
  • Extensive computer and database expertise, including calendaring.
  • Knowledge of Word/Excel/Outlook/Wealthcouncil, Smokeball and CEB preferred
  • Friendly, professional, team player
  • Empathy and professionalism dealing with clients who have lost family members


Meet Your Recruiter

Kaytlin Disque
Staffing Consultant

Kaytlin was born and raised in Dallas, Texas, but worked anywhere from the Central Valley to the Metropolitan New York area.  She has extensive experience in event planning, real estate, and hospitality management. Kaytlin's time in those industries has equipped her with a strong sense of organization, a drive to exceed client expectations, and a laser focus on recruiting, building, and developing high-performance teams. Kaytlin is an incredibly creative individual, so when she's not with us helping people realize and achieve their goals, she is working on her design, vocal, or photography skills and spending time teaching and playing with her beautiful daughter, Laikyn. 

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