About the Paralegal Role

Join an established legal team in Westlake Village, California, as a skilled Paralegal specializing in trust administration and probate. This full-time position offers a dynamic opportunity to contribute to a firm managing approximately 200 active trust and estate cases. Robert Half is proud to partner with this reputable firm seeking a detail-oriented professional who excels in collaborative settings. With a competitive salary around $80,000, this role emphasizes efficient case management, legal document preparation, and client support in a small office environment that values organization and teamwork. Ideal for paralegals passionate about probate law and trust administration, you'll play a pivotal role in ensuring smooth operations and client satisfaction.

Why This Role Stands Out

In Westlake Village, CA, this paralegal position offers stability and growth within a niche legal practice. You'll handle high-impact tasks like Form 706 filings and case monitoring, directly impacting the firm's success. Perfect for those with strong organizational skills seeking a supportive atmosphere where your contributions reduce client stress and meet billable goals.

Key Responsibilities

As a Paralegal, your day-to-day will involve a blend of administrative precision and legal support:

• Handle trust administration and probate cases, ensuring all tasks are completed timely and accurately.
• Prepare and file essential legal documents, with a focus on Form 706 for post-death trust administration.
• Monitor active cases diligently to prevent any stagnation and strictly adhere to deadlines.
• Collaborate seamlessly with team members to optimize case management processes and enhance client experience.
• Maintain comprehensive, meticulous records for all open cases, tracking updates and guaranteeing full compliance with legal standards.
• Achieve billable hour targets to align with the firm's operational and financial objectives.
• Engage in clear, professional communication with clients, stakeholders, and internal teams to provide updates and resolve inquiries.
• Support the maintenance of a positive, highly organized workflow within the small office setting.
• Provide dedicated assistance in managing the firm’s extensive trust and estate portfolio of about 200 active cases.
• Work in close partnership with the principal attorney and support staff to drive firm-wide objectives and success.

Required Qualifications

To excel in this paralegal role at our Westlake Village firm, candidates should possess:

• Demonstrated experience in trust administration and probate law practices.
• Expertise in preparing and filing complex legal documents, including Form 706.
• Exceptional organizational skills and the ability to manage multiple ongoing matters efficiently.
• Strong attention to detail for record-keeping and compliance assurance.
• Proven ability to thrive in collaborative, small-team environments.
• Excellent verbal and written communication skills for client and stakeholder interactions.
• Track record of meeting billable hour requirements in a legal setting.
• Comfort handling high-volume caseloads, such as 200+ active trust and estate matters.
• Proficiency in case monitoring tools and legal software preferred.
• Bachelor’s degree or paralegal certification; prior experience in California legal practices a plus.

This position demands a proactive professional who can balance deadlines, documentation, and teamwork seamlessly.

Why Join Us

Robert Half places you with a thriving legal firm in picturesque Westlake Village, California, offering more than just a job—it's a career in a supportive ecosystem. Enjoy a competitive $80,000 salary, full-time stability, and the chance to grow in trust and probate expertise. Our partner firm fosters a low-stress, organized culture focused on client success and team collaboration. Benefit from professional development opportunities, a manageable caseload structure, and the satisfaction of contributing to 200+ active cases. Located in sunny Southern California, this role combines professional fulfillment with an exceptional quality of life. Apply now through Robert Half to elevate your paralegal career in probate and trust administration. Keywords: Paralegal jobs Westlake Village CA, trust administration careers, probate paralegal California, legal case management roles.