Estate Planning Paralegal

Robert Half • Petaluma, CA • 12h ago

Description

A boutique estate planning law firm in Petaluma, California is seeking an experienced Estate Planning Paralegal to join their team on a temporary basis to cover a maternity leave. This position will begin part-time in early April to train alongside the current paralegal, with coverage continuing through the duration of the leave beginning in May. The firm is open to candidates seeking part-time or reduced full-time hours (approximately 24-30 hours per week depending on workload and efficiency). This is an onsite position in the Petaluma office and remote work is not available. This is an excellent opportunity for an experienced estate planning paralegal who enjoys working closely with clients and supporting attorneys in a collaborative, community-focused law firm environment.

Key Responsibilities

Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations

Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation

Assist with trust funding by coordinating with financial institutions and advisors

Conduct client interviews and provide updates regarding estate planning matters

Prepare estate planning document packages and coordinate client signing appointments

Maintain organized case files and track tasks to ensure matters progress efficiently

Schedule client meetings, calls, and signing appointments

Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation as needed

Requirements

Qualifications

Minimum 2+ years of experience as an Estate Planning Paralegal

Experience drafting common estate planning documents and assisting with trust funding

Strong organizational skills and ability to manage multiple priorities in a client-facing environment

Excellent written and verbal communication skills

Proficiency with Microsoft Office Suite

Comfortable working with Apple/Mac operating systems and standard office equipment

Preferred Qualifications

Experience with Clio case management software

Familiarity with legal drafting software used in estate planning practices

Active Notary Public Commission

This position requires onsite work in Petaluma, CA and offers the opportunity to join a collaborative team environment supporting a well-established estate planning practice.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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