• Ability to assist in drafting of estate planning and trust administration documents;
  • Prior experience preparing asset lists, analyzing bank and business records, identifying trust and non-trust assets, and identifying title and character of assets
  • Ability to meet and communicate with clients and client advisors
  • Experience assisting clients with trust funding and preparing documents to facilitate same, recordation of deeds with accompanying transfer documents;
  • Ability to prepare and assemble federal estate tax returns; and
  • .Knowledge of Probate Court process including court filings, including for example, petitions for instructions, Probate Code Sections 850 petitions, petitions to approve accountings, and objections and replies to petitions;
  • Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines;
  • Managing trust and probate administration case matter and deadlines;
  • Determining beneficiaries and persons entitled to notice; and
  • Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value).
  • Calendar critical deadlines and meetings in Compulaw



  • High School Diploma, required
  • Bachelor’s Degree, required
  • Paralegal Certificate, required



  • Must have 3+ years as a paralegal in estate planning
  • Knowledge of Microsoft Office Suite
  • Excellent verbal and written communication skills
  • Ability to work independently and meet deadlines
  • Flexibility to adapt quickly to changing priorities
  • Ability to interact professionally with individual across all organizational levels


Interested candidates should send a cover letter, resume, and salary requirements to, and please reference Trust and Estates Paralegal in the subject line of your e-mail.

DF LLP is an Equal Opportunity Employer.