Experienced Estate Planning and Trust Administration Paralegal (Full-Time OR Part-Time)/ Pleasanton CA

Company DescriptionDeCarli Law provides Living Trust and Estate Planning services, emphasizing personalized and thoughtful guidance to clients. Based in Pleasanton, CA, the firm is committed to delivering exceptional legal services in a welcoming and professional environment. DeCarli Law values excellence, integrity, and clear communication in serving its clients and growing its reputation as a trusted legal partner in the community.Role DescriptionThis is a full-time on-site role in Pleasanton, CA (30 hour +). We are looking for an Experienced Estate Planning and Trust Administration Paralegal who is committed to top-tier client service to join us as an integral member of our team. Responsibilities include drafting, reviewing, and managing estate planning documents and coordinating trust administration matters. The role requires strong organizational skills and a client-focused approach to creating customized estate plans and maintaining client relationships.QualificationsStrong analytical skills and the ability to interpret and manage legal documentsExcellent planning and organizational abilities with attention to detailEffective written and verbal communication skills to interact professionally with clients and colleaguesBasic knowledge of and experience handling trust administrationCustomer service skills with a client-focused approach to deliver high-quality serviceProficiency with WealthCounsel and document management systems is a plusParalegal certification or equivalent work experience in estate planning and trust administrationNotary a plus!How to ApplyPlease send, as a PDF, your resume and a brief cover letter outlining your experience and availability and why you would be a great fit for this job.