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- Senior Estate Planning & Trust Administration Paralegal (Department Lead)
Description
Pay: $90,000.00 - $130,000.00 per year
About Us
Paul Horn Law Group, PC is an established estate planning, trust, and probate law firm located in Cerritos, California. Our founding attorney is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California Board of Legal Specialization) and a CPA. We serve families throughout Southern California and pride ourselves on delivering responsive, compassionate service to clients planning for their futures and administering their loved ones' trusts.
Position Overview
We are seeking a highly experienced Senior Estate Planning & Trust Administration Paralegal to lead and manage our estate planning and trust administration departments. This is not an entry-level or purely production role: the right candidate will run both departments day to day with minimal attorney direction — managing workflow, deadlines, and client communications; drafting sophisticated documents for attorney review; and supervising and mentoring department staff. You will work directly with the firm's principal attorney and serve as the operational backbone of estate planning and trust administration department.
Responsibilities
Department Leadership -- Manage the day-to-day operations of the estate planning and trust administration departments with minimal attorney supervision
Oversee department workflow, matter status, and deadlines across all active files- Supervise, train, and mentor department staff
Develop and refine drafting templates, checklists, and department procedures
Serve as the primary point of contact for clients on matter status and next steps
Report directly to the firm's principal attorney on department performance and matter priorities
Estate Planning
Draft complete estate plans for attorney review, including revocable living trusts, wills, durable powers of attorney, advance health care directives, and certifications of trust
Prepare trust amendments and restatements
Prepare deeds, trust transfer documents, and related recording packages for trust funding
Coordinate signing appointments and prepare execution-ready document package
Trust Administration
Manage post-death trust administration matters from intake through final distribution
Prepare notices to beneficiaries and heirs under Probate Code § 16061.7
Oversee asset collection, valuation coordination, and preparation of distribution documentation and receipts
Prepare trust administration correspondence to beneficiaries, financial institutions, and county offices
Track statutory notice periods, deadlines, and follow-up dates across all administration matters
Salary: $90,000 – $130,000 per year, depending on experience
Health insurance
Paid time off and paid holidays
401(k)
Schedule- Full-time, Monday through Friday- In-office position in Cerritos, CA
Benefits:
401(k)
401(k) matching
Health insurance
Paid time off
Work Location: In person
Requirements
Qualifications
5+ years of experience as a paralegal in estate planning and trust administration, with California experience required
Demonstrated ability to manage a caseload and run matters independently with minimal attorney direction
Prior experience supervising or training staff strongly preferred
Strong working knowledge of the California Probate Code provisions governing trusts and trust administration
Advanced drafting experience with living trusts, wills, and ancillary estate planning documents
Excellent written and verbal communication skills and sound professional judgment
Strong attention to detail and ability to manage competing deadlines across two departments
Proficiency with Microsoft Office (Word, Excel, Outlook); experience with legal practice management or document drafting software a plus
Bilingual English/Spanish strongly preferred (to serve our Spanish-speaking clients)
Notary Public commission a plus## Compensation & Benefits