
Paralegal / Trust & Probate Administrative Assistant (Part-Time, Contract)
Job Description
Posted on: October 22, 2025
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.”
Apply now
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