Description
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, efiling, 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 efiling (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, 4 days on-site)
How to apply: Email resume + 1 sample (redacted): a probate/trust pleading or trustee accounting schedule to [email protected].
Requirements
Administer trusts (marshal assets, trustee correspondence, accountings, allocations, 16061.7 notices).
Support contested actions (petitions, discovery, depo/trial prep, hearing reservations, efiling, 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.
