Elite Estate Planning & Probate Legal Assistant

Orionplacement; Irvine (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Orionplacement in Irvine, CA is seeking a seasoned Legal Assistant to support probate, trust, and estate planning matters. This is a full-time, on-site role working closely with a senior attorney to manage client communications, document preparation, and matter coordination.

Candidates should have 4+ years of probate/trust experience, expert Word and Excel skills, and the professionalism to interact with sophisticated clients. The ideal fit values discretion, organization, and proactive service.

Qualifications

• 4+ years of legal assistant experience in probate, trust, and estate planning.
• Hands-on experience with estate planning documents, trust administration, and probate support.
• Expert-level Microsoft Word and Excel skills.
• Strong understanding of probate, trust, and estate planning terminology and procedures.
• Excellent client-facing communication and relationship management skills.
• Ability to independently manage calendars, deadlines, competing priorities, and attorney support needs.
• Strong technical aptitude with legal software and AI-assisted platforms.
• NetDocs or comparable document management system experience preferred.
• Senior attorney or executive support experience strongly preferred.
• High school diploma or equivalent required; associate's degree, bachelor's degree, paralegal certificate, or specialized estate planning training preferred.

Responsibilities

• Serve as a primary point of contact for probate, trust, and estate planning clients.
• Build strong client relationships through proactive communication, follow-up, and exceptional service.
• Communicate professionally with high-net-worth individuals, families, financial advisors, family offices, and other trusted professionals.
• Manage a senior attorney's calendar, appointments, priorities, travel, correspondence, and follow-up commitments.
• Prepare, format, proofread, and finalize estate planning documents, correspondence, and client deliverables.
• Coordinate estate planning meetings, document signings, notary appointments, and witness requirements.
• Assist with probate court filings and organize filing packages under attorney direction.
• Support trust administration and maintain organized estate planning and probate matter files.
• Track probate deadlines, court hearing dates, trust administration timelines, and other critical dates.
• Process correspondence with courts, beneficiaries, financial institutions, and other parties.
• Maintain accurate client and matter information using document management and legal technology systems.
• Handle highly sensitive family, financial, and estate information with discretion and confidentiality.

Skills

Legal assistant experience

Client communication

Calendar management

Discretion/confidentiality

Education

High school diploma or equivalent

Advanced paralegal certificate/associate or bachelor preferred

Tools

Microsoft Word

Microsoft Excel

NetDocs

Job description

Orionplacement in Irvine, CA is seeking a seasoned Legal Assistant to support probate, trust, and estate planning matters. This is a full-time, on-site role working closely with a senior attorney to manage client communications, document preparation, and matter coordination.

Candidates should have 4+ years of probate/trust experience, expert Word and Excel skills, and the professionalism to interact with sophisticated clients. The ideal fit values discretion, organization, and proactive service.