Paralegal

Full-Time Paralegal (Hybrid) — Estate Planning / Trusts — Santa Barbara, CA

Role Summary You’ll be a core member of our private-client team, drafting estate plans (wills, revocable/irrevocable trusts, POAs), supporting trust administration/funding, and coordinating with clients and advisors to deliver a five-star experience.

Key Responsibilities

Prepare first-draft and final-form estate planning documents using templates/automation

Coordinate trust funding: asset schedules, beneficiary designations, title changes

Manage probate/trust administration tasking, timelines, and filings (as applicable)

Maintain organized digital files; prepare client signing packages and closing sets

Liaise with clients, CPAs, and financial advisors professionally and proactively

Qualifications

3–7+ years as an estate planning or trust administration paralegal

Mastery of document prep and version control; superb grammar and accuracy

Comfortable with Clio (or similar PM), HotDocs/Lawyaw, DocuSign, and SharePoint/NetDocuments

Client-service orientation; calm under deadlines; impeccable judgment

Compensation & Benefits

Salary:

$70,000–$90,000

(DOE) + bonus eligibility

PTO, CLE/dues, wellness stipend

Hybrid schedule after onboarding (typically 3:2 in-office)

How to Apply Email your resume (PDF) to

info@ambrechtmartinez.com

with subject:

“Paralegal (Full-Time) – Your Name.”

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