About the role
Our client is a boutique trust and estate litigation firm specializing in representing trustees and beneficiaries in complex probate and trust disputes. The firm is known for its high-performing, collaborative team that values accountability, communication, and excellence in client service.
This is a key role within the litigation team, offering ownership over a caseload and the opportunity to contribute meaningfully to case strategy, workflow management, and client outcomes.
Key Responsibilities
- Case Management & Workflow Oversight
- Manage a portfolio of trust and probate litigation matters from intake through resolution or trial
- Monitor case progress using internal systems and ensure matters are advancing appropriately
- Identify and escalate issues such as overdue tasks, stalled cases, billing delays, or extended timelines
- Coordinate with responsible attorneys to ensure weekly case status updates are completed
- Ensure monthly client case status letters are prepared and sent consistently
Litigation Support & Execution
- Handle all phases of active litigation matters, including court filings (electronic and physical)
- Draft, prepare, and edit legal documents and discovery responses
- Conduct document review, legal research, cite-checking, and shepherdizing
- Prepare deposition summaries, trial binders, exhibit lists, and trial support materials
- Maintain organized case files and ensure case management systems are updated and accurate
- Manage deadlines, calendars, and litigation milestones to ensure timely execution
Communication & Team Support
- Serve as a central communication point between attorneys, clients, and support staff
- Support onboarding and initial case planning meetings with new clients
- Mentor junior paralegals and legal assistants as needed
- Review and monitor time entries for accuracy and completeness
Strategic & Operational Contribution
- Anticipate case next steps and proactively manage workflow
- Identify workload or case progression issues and collaborate with the team to resolve
- Support special projects assigned by firm leadership
- Ensure compliance with firm standards for case progression and performance metrics
Qualifications
- 5+ years of litigation paralegal experience
- At least 3+ years of trust and estate litigation experience
- Experience supporting at least 25 depositions and 3 trials
- Strong knowledge of Probate Code, California Rules of Court (CRC), and Code of Civil Procedure (CCP)
- Proficiency in Adobe Acrobat Pro (OCR, Bates stamping, document management)
- Familiarity with Trial Director or similar litigation support tools
- Strong Microsoft Office skills (Word, Excel, Outlook, Teams)
- Experience with case management systems (Clio or similar preferred)
- Strong organizational skills and ability to thrive in a fast-paced environment
- Excellent written and verbal communication skills
- Ability to manage time entries accurately and consistently
Compensation & Benefits
- Competitive salary (based on experience)
- Medical, dental, and vision insurance
- 401(k) with safe harbor matching
- Health savings account (HSA) and FSA options
- Paid time off (PTO)
- Life insurance
- Paid parental leave
- Paid professional development opportunities
- Internal growth and leadership opportunities
Trust & Probate Litigation Paralegal
Millions of jobs, with real people getting hired every day
Questions, answered
Click "Apply with JobAssist" – we tailor your resume and application to this role and submit it for your approval.
Yes. This role at Synectics Inc. was screened before publishing – we confirmed the employer before listing it.
The employer didn't disclose a salary range for this listing. JobAssist shows pay whenever it's available.
This position can be done from anywhere, with no in-office requirement.
Yes – every application is tailored from your profile and this job's requirements, and you can review and edit before it's sent.