Working closely with attorneys and clients, the Litigation Paralegal monitors, manages, and moves cases forward, anticipating next steps and ensuring team alignment. This role is for a seasoned litigation paralegal with experience in probate and trust litigation who can run a case from intake through trial without constant attorney oversight.
Responsibilities
Manage a portfolio of trust and probate litigation cases from inception through close or trial
Monitor case pipeline using reports and review meetings to ensure clients and matters move forward at the right pace
Flag and escalate cases that fall outside firm standards, such as overdue tasks or deadlines extended more than once, cases with no billable hours in 2–4 weeks (depending on phase), excessive billable hours compared to phase benchmarks, cases without a next step or future task identified, overdue retainer replenishments, matters open longer than expected, and cases approaching trial requiring significant firm resources
Report status and exceptions to the Responsible Attorney weekly
Ensure monthly case status meetings occur and case status letters are sent to clients
Handle all phases of active litigation matters, including court filings (electronic and physical), document drafting, preparation, and editing, discovery drafting and serving, legal research, cite-checking, and shepherdizing, deposition summaries, trial binders, exhibit lists, and uploading evidence into Trial Director or similar tools
Maintain organized and accessible case files; keep Case Management Workbooks current
Calendar and manage deadlines and reminders to ensure the team never misses a milestone
Conduct regular check-ins with attorneys and support staff to ensure tasks are completed timely
Serve as the hub of communication and accountability between attorneys, clients, and support staff
Lead internal case check-ins and ensure new client goals meetings occur within two business days of retention
Mentor and support junior paralegals and legal assistants to ensure they meet performance expectations
Review time entries and billing weekly for accuracy, quality, and timeliness; provide feedback as needed
Identify when the amount of work completed versus work remaining is outside firm guidelines; work with the team to correct or validate exceptions
Anticipate “next steps” and consistently manage up
Handle special projects of significance assigned by the Owner
Send monthly Case Status Letters to clients to align expectations on progress, strategy, and budget
Ensure communication with clients is timely, clear, and consistent with the firm’s values
Requirements
5+ years of litigation paralegal experience, 3+ specifically in trusts and estates litigation
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Supported at least 25 depositions and 3 trials directly, including document handling and evidence organization
Mastery of Probate Code, CRC, and CCP
Fluent in Adobe Acrobat Pro (OCR, Bates stamping, etc.) and familiar with Trial Director or equivalent software
Proficient with MS Office (Outlook, Word, Excel, Teams)
Proficient with entering time into a CMS such as Clio, etc.
Can meet billable requirements with timely, accurate time entries
Comfortable in a fast-paced, high-expectation environment
Excellent communicator—clear, timely, and collaborative
Nice to have:
Experience with iManage
Benefits
PTO
401(k) with safe harbor matching
Medical, dental, and vision insurance
Health savings & FSA options
Life insurance
Paid parental leave
Paid professional development
Opportunities for internal growth and leadership
About the Company
The Estate Lawyers specialize in trust and estate litigation, with offices in Orange County and San Diego. Their mission is to protect trustees from getting sued and beneficiaries from getting screwed. The firm hires team players who stay hungry, communicate with radical candor and radical respect, and care deeply about the team win / client win.