Elite Probate & Estate Planning Legal Assistant

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

Job summary

Orion Placement is seeking an experienced legal assistant in Irvine, CA to support probate, trust, and estate planning matters. You will serve as the primary contact for high-net-worth clients, build strong relationships, and work closely with a senior attorney in a highly visible role.

You will handle calendar management, document preparation, court filings, and coordination of meetings, with a focus on confidentiality and exceptional client 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 support experience

Estate planning

Probate & trust

MS Word & Excel

Client communication

Calendar management

Document management

AI-assisted platforms

NetDocs

Education

High school diploma or equivalent

Paralegal certificate or related estate planning training preferred

Tools

Microsoft Word

Microsoft Excel

Legal software

Job description

Orion Placement is seeking an experienced legal assistant in Irvine, CA to support probate, trust, and estate planning matters. You will serve as the primary contact for high-net-worth clients, build strong relationships, and work closely with a senior attorney in a highly visible role.

You will handle calendar management, document preparation, court filings, and coordination of meetings, with a focus on confidentiality and exceptional client service.