Elite Private Client Legal Assistant — Trusts & Estates

Confidential; Beverly Hills (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Confidential law firm in Los Angeles is seeking an experienced Legal Assistant to support a dynamic team of attorneys and paralegals in Private Client matters, with a focus on trusts and estates. The role requires discretion and polish to service high-net-worth clients.

Responsibilities include managing calendars, drafting and redlining estate planning documents, onboarding clients, and coordinating with financial institutions. Excellent organizational and communication skills are essential.

Qualifications

• 3+ years of experience as a legal assistant or legal secretary within a Private Client, Trusts & Estates, or similar practice group.
• Strong understanding of trust and estate planning and administration processes and terminology.
• Notary Public certification preferred, or willingness to obtain.
• Exceptional organizational skills with strong attention to detail, particularly when handling sensitive legal documents.
• High level of discretion and professionalism when working with high-net-worth and high-profile clients.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite; experience with legal document management systems is a plus.
• Bachelor's degree preferred.

Responsibilities

• Manage attorney calendars, deadlines, and key deliverables.
• Serve as a point of contact for high-net-worth and high-profile clients.
• Prepare, format, proofread, and redline estate planning documents.
• Maintain organized digital and physical files and indexing systems.
• Notarize client estate planning documents as needed.
• Assist with client onboarding, including conflict clearance and engagement letter execution.
• Support administrative matters, including time entry, expense reimbursement, calendaring, and travel arrangements.
• Coordinate with clients, financial institutions, and outside advisors as needed.

Skills

Attention to detail

Discretion

Communication skills

Organizational skills

Microsoft Office proficiency

Education

Bachelor's degree preferred

Notary Public certification preferred

Tools

Microsoft Office Suite

Legal document management systems

Job description

Confidential law firm in Los Angeles is seeking an experienced Legal Assistant to support a dynamic team of attorneys and paralegals in Private Client matters, with a focus on trusts and estates. The role requires discretion and polish to service high-net-worth clients.

Responsibilities include managing calendars, drafting and redlining estate planning documents, onboarding clients, and coordinating with financial institutions. Excellent organizational and communication skills are essential.