Paralegal / Trust & Probate Administrative Assistant (Part-Time, Contract)

Workplace type

Remote within California (Hybrid optional)

Location

California, United States

Employment type

Contract · Part-time (≈ 5–10 hrs/week)

About the role

Seeking a detail-oriented paralegal or Legal Document Assistant (LDA) with California trust and probate administration experience to support a Personal Representative.

This is an administrative role focused on navigating trust and estate management—not a formal legal representation position.

You’ll assist in organizing documents, preparing filings, tracking deadlines, and coordinating communication across trustees, beneficiaries, and other professionals.

What you’ll do

• Prepare and maintain trust and probate-related documents and correspondence
• Assist with filings, notices, and administrative forms under direction of the Personal Representative
• Track activities, deadlines, and reporting requirements for trust and estate matters
• Organize receipts, payments, and expense logs for bookkeeping or court review
• Coordinate with beneficiaries, accountants, attorneys, and financial institutions
• Maintain accurate digital records and provide periodic administrative updates

What we’re looking for

• Experience with California trust and/or probate administration (required)
• Registered & bonded LDA or certified paralegal (preferred)
• Familiarity with trust account record-keeping, beneficiary communications, and compliance documentation
• Strong organization, communication, and discretion with sensitive information
• Proficiency in Excel/Google Sheets; experience with QuickBooks or similar helpful
• Knowledge of California probate procedures and required filings

Compensation

Hourly or monthly retainer; commensurate with experience.

Flexible scheduling (5–10 hrs/week average).

How to apply

Email a brief note describing your trust and estate administration experience and your hourly or retainer rate to Luis@gobeyondroadmap.com with the subject line:

“Paralegal / Trust & Probate Administrative Assistant Application.”