Conservatorship & Probate Paralegal

Conservatorship & Probate Paralegal

In Office | Upland, CA

Join a Boutique Firm Where Your Experience, Judgment, and Growth Matter

About the Role

We are seeking a Paralegal with experience in probate and, ideally, conservatorship matters. Conservatorship is the primary need for this position but there will be some support for court matters in the probate and Trust areas as well, so this role is best suited for someone who understands the importance of accuracy, follow-through, deadline management, and compassionate client communication in matters involving vulnerable individuals and families.

This is a full-time, in-office position in Upland, California. You will work closely with attorneys to support court filed matters in conservatorship, probate, trust matters. The right candidate will be organized, proactive, detail-oriented, and comfortable helping move matters forward from intake through completion.

This is a substantive paralegal role for someone who wants to contribute meaningfully to client matters, support attorneys with high-quality legal work, and continue growing within a boutique estate-focused practice.

What You’ll Do

Prepare and draft legal documents, pleadings, petitions, notices, discovery, correspondence, and related case materials

Support conservatorship matters along with some probate and Trust court matters, including document preparation, court filings, deadline tracking, and ongoing case management

Organize and maintain physical and digital case files with accuracy and attention to detail

Track deadlines, manage calendars, and ensure timely follow-up on case-related tasks

Prepare and coordinate court filings and communicate with court personnel as needed

Assist with discovery, deposition preparation, hearing preparation, and litigation support tasks depending on experience in these areas.

Communicate professionally and compassionately with clients, families, courts, witnesses, and other involved parties

Provide substantive day-to-day paralegal support to attorneys across various phases of each matter

About You

You are an experienced legal professional who takes pride in being thorough, organized, and dependable. You understand that conservatorship and probate matters require precision, discretion, and sensitivity because families are often making difficult decisions during stressful seasons of life.

You are comfortable managing deadlines, preparing legal documents, communicating with clients, and keeping matters moving forward. You enjoy being part of a collaborative team and want to grow within a firm where your work is appreciated and your contributions matter.

You bring sound judgment, strong follow-through, and a steady, professional presence to your work each day.