Paytech Trust Address Jobs in Usa

We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates Litigation Practice Group, representing a diverse client base including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

The ideal candidate will have five or more (5+) years of dedicated experience in trust, estate, and conservatorship litigation in California. The role offers the successful candidate the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal. Minimum billable hours are 1610/yr. Attorneys meeting or exceeding that goal may increase their earnings significantly through the firm's tiered bonus program. The annual base salary for the position is $165,000 to $195,000/yr., depending upon attorney experience, skills, and qualifications. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range to $245,000 at the higher end.

RESPONSIBILITIES

• Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to (a) will and trust contests (e.g., undue influence, lack of capacity, fraud); (b) breach of fiduciary duty claims against trustees, executors, and conservators; (c) petitions for instructions and accountings; (d) spousal property petitions; (e) elder abuse actions (financial and physical); (f) conservatorship contested matters; (g) probate and trust administration disputes.
• Conduct legal research and analysis, draft pleadings, motions, and briefs.
• Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
• Prepare for and attend court hearings, mediations, arbitrations, and trials.
• Communicate effectively with clients, opposing counsel, and court personnel.
• Develop and implement effective case strategies.
• Collaborate with partners and other attorneys on complex matters.
• Mentor junior attorneys and support staff as needed.
• Maintain accurate time records and ensure compliance with billing requirements.

QUALIFICATIONS:

• Juris Doctor (J.D.) degree
• Active membership in good standing with the California State Bar
• Five or more (5+) years of demonstrable experience specializing in California Trust & Estates Litigation
• Strong understanding of the California Probate Code, related statutes, and case law
• Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court
• Excellent analytical, research, and problem-solving skills
• Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
• Strong interpersonal skills and a client-focused approach
• Experience with trial preparation and courtroom advocacy is highly preferred
• A proven track record of successfully resolving complex litigation matters
• Ability to work on a hybrid schedule requiring three (3) days in the office after ninety (90) days of employment

OTHER DETAILS

• Salary of $165,000 - $195,000 (for minimum billables of 1610 hrs./yr.), depending upon attorney experience, skills, and qualifications.
• Hybrid work schedule requiring three (3) days in office after ninety (90) days of employment
• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k) plan
• Generous paid time off and holidays.
• Professionaldevelopment opportunities
• A collegial and supportive work environment.
• Opportunity for significant growth and advancement within the firm.

Candidates may apply for this position on LinkedIn, on the Hire Counsel website, or by direct e-mail to We at Hire Counsel cannot promise that a particular candidate will get the job or an interview, but we can promise that we will review all submitted resumes.

About Hire Counsel, a Purpose Legal Company

Hire Counsel, a Purpose Legal Company, is an agile legal talent agency. We build connections between legal professionals and our clients, some of the nation's largest law firms and legal departments (and some of the smallest). By connecting good lawyers with our clients, we help attorneys find a permanent home. We also provide individuals with the option to work on contract (temporary) assignments to aid their stability as they proceed with their job searches. Hire Counsel holds all resumes in the strictest confidence.

Are you a dedicated Trusts & Estates attorney looking to make a real difference in the lives of clients while advancing your career in a supportive, collaborative law firm? If so, this is the opportunity for you.

Scion Staffing has been engaged to lead the search for a Trust Administration Attorney on behalf of a highly respected California-based law firm with an outstanding reputation for integrity, client service, and legal excellence. This full-time, hybrid role is based in Pasadena, CA and offers the chance to join a firm deeply committed to both its clients and community.

POSITION OVERVIEW:

As an Associate Attorney (Trust Administration), you'll take ownership of trust administration and estate matters from start to finish, ensuring that every client receives exceptional legal counsel and service. You'll also provide guidance and mentorship to legal staff while working closely with senior counsel and partners. This is an opportunity for an attorney who is ready to step into a leadership role while still engaging deeply in meaningful client-facing work.

Why You'll Love This Role:

• Work with sophisticated, high-value trust administration matters and directly impact families' financial security and legacy planning.
• Join a firm with a collaborative, team-oriented culture that values mentorship, professional growth, and community impact.
• Enjoy a competitive salary, performance-based incentives, and benefits package designed to support both your career and personal well-being.
• Hybrid flexibility in Pasadena with the ability to balance office collaboration and focused remote work.

Responsibilities:

• Lead and manage a portfolio of trust administration and estate matters, ensuring accuracy, compliance, and client satisfaction.
• Draft, review, and manage trust documents, accountings, petitions, and related filings.
• Provide strategic legal advice in areas such as trust administration, estate planning, tax, and real estate.
• Supervise and mentor paralegals and support staff.
• Build and maintain lasting client relationships while identifying opportunities for growth and firm impact.

Qualifications:

• Juris Doctor (JD) and active California Bar membership in good standing.
• Demonstrated experience in trust administration and estate law.
• Strong legal drafting, research, and communication skills.
• Proven ability to manage complex client matters and mentor team members.
• A passion for serving clients with integrity, excellence, and care.

Compensation & Benefits:

• Base salary: $145,000+ (commensurate with experience).
• Performance bonuses with OTE potential exceeding $210,000.
• Full medical, dental, and vision coverage.
• 401(k) with employer contributions.
• Generous PTO and ongoing professional development support.

ABOUT OUR SEARCH FIRM:

Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, equitable, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

Trusts & Estates Attorney

Are you an experienced Trusts & Estates attorney seeking a new opportunity? We are working with several firms across Eastern Pennsylvania looking to expand their Trusts & Estates and Tax practices. These firms offer competitive compensation, strong career growth potential, and high-net-worth clientele.

Here are just a few of our current opportunities:

Current Opportunities Include:

Chester County, PA – Trusts & Estates Planning Associate

• Experience: 5+ years of Trusts & Estates planning
• Advise clients on estate planning, asset protection, and wealth transfer strategies
• Handle trust and estate administration matters
• Medicaid and Medicare planning experience a plus

Bucks County, PA – Trusts, Estates & Tax Attorney

This role is heavily focused on tax, trusts, and estates work, with some corporate and transactional matters tied to family wealth planning. The practice includes:

• Estate planning and wealth preservation strategies
• Federal Estate, Gift, and tax planning
• Business succession planning, including transactional tax issues
• General estate planning and administration
• 4+ years of relevant experience
• LL.M. in Tax preferred

Why Consider These Opportunities?

Competitive Salaries & Lucrative Bonuses

Comprehensive benefits packages (health insurance, retirement, hybrid work arrangements, etc.)

Work with High-Net-Worth Clients

Law Firms with Excellent Reputations

Opportunities for Career Advancement & Growth

How to Apply:

If you're interested in this position, please apply to this posting or forward your resume to

This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, benefits may include Health, Dental Vision, 401K, and PTO.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Are you passionate about delivering exceptional client service and building trusted relationships with high-net-worth clients?

We’re looking for a Trust Officer to join a growing Fiduciary Company in Los Angeles County. You'll play a key role in managing and administering complex trust and investment relationships ranging from $1M to $25M.

In this role, you’ll work closely with clients, attorneys, and financial professionals to ensure each trust is administered with precision, care, and expertise. This is an incredible opportunity to grow your career in wealth management and trust administration with a collaborative, client-focused team.

What You’ll Do:

• Administer a portfolio of trust accounts while delivering an exceptional client experience
• Collaborate with trust counsel, tax specialists, and other internal partners to ensure proper documentation and administration
• Partner with external professionals — attorneys, accountants, and co-trustees — to ensure compliance with governing trust documents
• Maintain proactive communication with clients through calls, correspondence, and meetings
• Develop deep expertise in personal trust to serve as a resource to clients and internal partners
• Identify opportunities to deepen client relationships and deliver additional value

What You Bring:

• Bachelor’s degree required
• CTFA required
• JD, CPA, CFA preferred but not required
• 5+ years of relevant experience in wealth management or trust administration
• Strong understanding of trust and investment management practices
• Excellent communication and client advisory skills
• A professional network and the ability to build strong relationships with centers of influence

This onsite opportunity offers a base salary of up to $200k and a comprehensive benefits package.

If you’re ready to take the next step in your trust and wealth management career and make an impact on clients’ financial futures, we’d love to connect.

Apply today or message to learn more.

Job Title: Estate & Trust Administration Paralegal

Location: 870 West King St., Suite B, Boone, North Carolina 28607)

Company: Deal, Moseley, di Santi, Garrett & Martin, LLP, a law firm providing a variety of legal services (See: Boone Attorneys | Real Estate, Estate Planning, Civil Litigation | Deal Moseley di Santi Garrett & Martin, LLP)

Job Type: Full-Time

Salary: Commensurate with experience, specific range provided upon inquiry

Overview

We are seeking a proactive, detail-oriented, and experienced Estate/ Trust Administration Paralegal to join our team. In this vital role, you will work closely with our attorneys to manage all aspects of estate and trust administration, ensuring prompt, exceptional client service. The ideal candidate is a certified estate paralegal or has strong experience in estates and trusts.

Key Responsibilities

• Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust (and some guardianship) administration.
• Draft trust documents to manage trust assets, complete (and file, when applicable) necessary paperwork.
• Draft and file probate filings with applicable Clerk of Court (e.g., inventories, accountings, notices to creditors, etc.).
• Communicate directly with clients, trustees, beneficiaries, financial institutions, creditors and court personnel to gather information and provide updates.
• Organize and maintain physical and electronic files and client data.
• Manage deadlines with attorneys to ensure efficient, timely administration.

Qualifications and Skills

• Experience/ Education: Minimum of 3-5 years of experience with a specific focus on estate and trust administration, probate and/ or estate planning.

Experience in estates and trusts is valued over a specific degree; completion of an ABA-approved paralegal program, or an equivalent combination of education and experience is a plus.

• Technical Proficiency:
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity e-filing systems preferred, but training available.
• Core Competencies:
• Exceptional attention to detail and strong proofreading skills.
• Excellent written and verbal communication abilities (including with busy supervising attorneys) and clients.
• Strong organizational skills with the ability to manage multiple matters/ estates concurrently and work independently.
• Other License/Certification: Must have a Notary Public commission in North Carolina or be willing and eligible to obtain one upon hire.

Benefits

We offer a competitive salary (specifics available on inquiry) and benefits package that includes:

• 36-hour work week (one half-day off per week)
• Health coverage available- details upon inquiry; dental, vision and other affordable add-on plans available at employee election
• 401(k) with company match up to 4%
• Paid time off (includes sick and vacation leave)
• At least 11 paid holidays

How to Apply

Interested candidates should submit a resume and a cover letter detailing their relevant experience to Jim Deal and Chelsea Garrett as follows: ;

Deal, Moseley, di Santi, Garrett & Martin, LLP is an Equal Opportunity Employer

Trust & Estate Paralegal (Newark, New Jersey) 2 days remote

A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Paralegal to support attorneys in its Tax, Trusts & Estates practice. This role requires strong paralegal and accounting skills, accuracy, and the ability to work independently with clients and third parties.

Hybrid 2 days remote

Must have 2 years or more of Trust & Estate Paralegal Experience. Must have financial knowledge

of Estate Finances.

• Manage estate and trust fiduciary accounts and checkbooks
• Prepare checks for expenses, distributions, and disbursements
• Reconcile bank statements and maintain accurate records
• Coordinate with attorneys to ensure timely payment of invoices
• Assist with internal accounting systems and process improvements

Client & File Management

• Communicate with clients, beneficiaries, and professionals
• Maintain organized and up-to-date client files

Estate & Trust Administration

• Gather and analyze probate and non-probate asset information
• Prepare asset inventories and assist with estate accountings
• Track trust income, expenses, distributions, and beneficiaries
• Organize documentation for estate and inheritance tax filings (IRS Form 706, NY ET-706, NJ IT-R, etc.)

Analysis & Projections

• Assist with estate tax projections and administration cost estimates in coordination with attorneys

General Support

• Draft routine correspondence and assist with court filings
• Use Microsoft Word, Excel, Outlook, and iManage

Qualifications

• 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm
• Associate’s or Bachelor’s degree, or Paralegal Certificate

Donahue Fitzgerald is a highly respected and growing law firm with a strong commitment to providing exceptional legal services to our clients. Our Trusts and Estates Litigation practice is a cornerstone of our firm, recognized for its sophisticated handling of complex and high-stakes disputes. We pride ourselves on a collaborative environment, professional development opportunities, and a commitment to work-life balance. We represent a diverse client base, including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

We are seeking a highly motivated and experienced Trust & Estates Litigation Attorney to join our dynamic team. The ideal candidate will have 5+ years of dedicated experience in trust, estate, and conservatorship litigation in California. This role offers the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal.

We believe in rewarding hard work. Our attorneys have a minimum billable hour requirement of 1,610 hours per year. For those who meet or exceed this goal, our tiered bonus program provides a clear path to increase your earnings significantly.

The annual base salary for this position is $165,000 to $195,000. Depending on billable hours, total compensation can range from $207,000 at the lower end of the salary range to $245,000 at the higher end.

Job Duties and Responsibilities:

Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to:

• Will and trust contests (e.g., undue influence, lack of capacity, fraud)
• Breach of fiduciary duty claims against trustees, executors, and conservators
• Petitions for instructions and accountings
• Spousal property petitions
• Elder abuse actions (financial and physical)
• Conservatorship contested matters
• Probate and trust administration disputes
• Conduct legal research and analysis, draft pleadings, motions, and briefs.
• Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
• Prepare for and attend court hearings, mediations, arbitrations, and trials.
• Communicate effectively with clients, opposing counsel, and court personnel.
• Develop and implement effective case strategies.
• Collaborate with partners and other attorneys on complex matters.
• Mentor junior attorneys and support staff as needed.
• Maintain accurate time records and ensure compliance with billing requirements.

Qualifications:

• Juris Doctor (J.D.) degree from an ABA-accredited law school.
• Active membership in good standing with the California State Bar.
• 5+ years of demonstrable experience specializing in California Trust & Estates Litigation.
• Strong understanding of the California Probate Code, related statutes, and case law.
• Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court.
• Excellent analytical, research, and problem-solving skills.
• Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment.
• Strong interpersonal skills and a client-focused approach.
• Experience with trial preparation and courtroom advocacy is highly preferred.
• A proven track record of successfully resolving complex litigation matters.
• Ability to work a hybrid schedule of 3 days in the office after completing 90 days of employment.

What We Offer:

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k) plan
• Generous paid time off and holidays.
• Professional development opportunities
• A collegial and supportive work environment.
• Opportunity for significant growth and advancement within the firm.

To Apply: Interested candidates should submit a cover letter detailing their relevant experience and interest in this position, along with a resume and writing sample (e.g., legal brief, motion, or significant portion of a pleading) demonstrating their litigation drafting skills.

Please send your application materials to with the subject line: Trust & Estates Litigation Attorney.

Donahue Fitzgerald LLP is an Equal Opportunity Employer.

The salary range for this position applies to California. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. A reasonable estimate of the current salary range for this position is $165,000 to $195,000.

Role Overview

The Trust & Probate Paralegal will support the attorney in all aspects of probate and trust administrations and litigation surrounding probate, trust and estates. This role requires a high level of independence, exceptional communication skills, and strong technical proficiency to thrive in a hybrid/virtual environment.

Essential Duties & Responsibilities

Probate Administration:

• Direct communication with clients to collect information necessary to including in filings
• Prepare and file petitions, manage deadlines, and coordinate court filings.
• Draft judicial council forms for all aspects of probate administrations
• Draft probate code compliant accounts using software provided

Trust Administration:

• Direct communication with clients to collect information necessary for administration of the Trust.
• Draft notices, real property documents (Deeds, PRCORs, Affidavits, Change of Ownership, Trust Certifications etc.)
• Handle trust funding, asset retitling, and communication with beneficiaries.
• Draft probate code compliant accounts using software provided

Trust and Estate Litigation:

• Direct communication with clients to collect information necessary to either bring claims to dispute validity of estate planning documents or fiduciary abuse claims or to litigate validity of such claims
• Draft, review, summarize and proofread pleadings, correspondence, fiduciary reports, and petitions.
• Discovery – Draft discovery including special interrogatories, request for admissions, request for production, subpoenas, deposition notices.

Court Appearances & Depositions:

• Attend depositions and trials as needed.
• Provide litigation support, including assistance with discovery and trial preparation.

Client & Beneficiary Relations:

• Client maintenance - Maintain regular contact, prepare for meetings, and provide timely case updates.

Collaboration & Administration:

• Support file management, maintain accurate records, and enter data in Clio.

Key Qualifications & Core Competencies

• Minimum of 5 Years of Trust & Probate Litigation Paralegal Experience:
• Significant hands-on experience in trust administration, probate, and litigated probate matters within a law firm setting.
• Focused on civil/commercial litigation.
• Solid experience in trial preparation, including organizing exhibits, preparing witness lists, coordinating with experts, and managing pre-trial deadlines.
• Hands-on experience supporting attorneys through mediation and mandatory settlement conferences.
• While 95% of cases typically settle during mediation or settlement conferences, candidates must have participated in at least a few full trial preparations to understand the scope and demands of litigation.
• Strong organizational and case management skills, with the ability to work independently and meet tight deadlines.
• Strong English Communication Skills (Written & Verbal):
• Proven Organizational Skills & Meticulous Attention to Detail:
• Essential for managing complex matters and supporting an aggressive litigating practice; precision is critical.
• High Level of Integrity, Empathy, and Discretion:
• Strict confidentiality and compassionate, professional demeanor when handling sensitive information.
• Demonstrated Ability to Work Independently and Proactively in a Virtual Environment:
• Able to self-manage, take initiative, and thrive in a remote or hybrid setup.
• Strong Technical Proficiency with Google Workspace and the Aptitude to Master Clio:
• Comfort with daily use of modern legal tech to maintain smooth workflows.

Work Arrangement

• While much of the work can be performed remotely, candidates must be based in San Diego. This is essential to support occasional in-person litigation matters, including depositions, trials, discovery assistance, and court appearances.

LHH is working with a respected law firm to identify a skilled Trust & Estates / Corporate Legal Secretary to provide comprehensive administrative and legal support to attorneys in both the Trusts & Estates and Corporate practice groups. This role is ideal for a detail‐oriented legal professional who enjoys supporting transactional practices and managing multiple priorities in a professional office environment.

The Trust & Estates / Corporate Legal Secretary provides high‐level administrative and legal support to attorneys by assisting with document preparation, client communications, calendaring, and matter management across trust & estate planning and corporate matters.

Essential Job Duties:

• Support trust & estates, corporate, and general transactional matters, including drafting, proofreading, and finalizing legal documents, correspondence, engagement letters, and governance materials
• Assist with the preparation, organization, and meticulous proofreading of estate planning documents, including wills, trusts, powers of attorney, health care directives, and related instruments
• Support preparation of corporate documents such as agreements, bylaws, and capitalization tables
• Draft document "shells" and locate sample documents within the firm's document management system
• Troubleshoot and correct formatting issues in legal documents
• Maintain client files in both electronic and hard‐copy formats and prepare new matter documentation
• Open new matters for assigned attorneys, including preparation of file opening forms
• Manage attorney calendars, deadlines, and meeting scheduling (virtual and in‐person)
• Track and manage attorney CLE records
• Prepare and submit expense reports; track and revise attorney time entries; assist with invoicing coordination
• Manage correspondence with clients and outside counsel
• Notify attorneys of incoming mail and packages
• Coordinate workflow and prioritize assignments to ensure deadlines are consistently met
• Arrange attorney travel and reservations as needed
• Reserve conference rooms, arrange equipment, and coordinate catering for meetings

Qualifications & Requirements:

• Minimum 3+ years of law firm experience as a legal secretary or paralegal; trust & estates experience strongly preferred
• Bachelor's degree preferred
• Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and NetDocuments
• Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities
• Strong interpersonal skills with the ability to build effective working relationships with attorneys, staff, and clients
• Excellent written and verbal communication skills
• High level of professionalism and discretion; ability to maintain confidentiality at all times
• Strong judgment and common‐sense problem‐solving abilities
• Ability to handle routine responsibilities while navigating sensitive or complex assignments
• Flexibility to work overtime as needed
• Consistent punctuality and dependable attendance
• Notary Public status strongly preferred

Location: Westlake Village, CA — 100% onsite

Pay: This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $60,000 to $80,000 annual salary and benefits may include medical, dental, vision, and 401k plans.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance