Elite Probate, Trust & Estate Legal Assistant

W3Global; Irvine (CA); On-site; USD 79,000 - 96,000; Full time

Job summary

W3Global, an Orange County-based legal practice, is seeking an experienced Probate, Trust & Estate Legal Assistant in Irvine, CA. You will support senior attorneys and manage complex estate-planning documents for high-net-worth clients.

The role emphasizes discretion, calendar management, and coordination of signings and court milestones, with a focus on client service and precise document handling.

Qualifications

• 5+ years of legal assistant experience in probate, trust & estate planning.
• Strong knowledge of probate, trust administration, and estate planning processes.
• Excellent Microsoft Word and Excel skills.
• Experience supporting senior attorneys or executives preferred.
• Strong client-service and communication skills.
• Experience working with high-net-worth or ultra-high-net-worth clients is a major plus.
• Familiarity with NetDocs or similar document management systems preferred.
• Highly organized, detail-oriented, professional, and able to work independently.
• Strong judgment and discretion when handling confidential information.

Responsibilities

• Serve as a key point of contact for clients and provide exceptional client service.
• Manage attorney calendars, appointments, meetings, and travel.
• Prepare, proofread, and finalize estate planning documents and correspondence.
• Assist with probate filings, trust administration, estate planning binders, and client deliverables.
• Coordinate signings, notary appointments, meetings, and other client events.
• Track deadlines, court dates, and important matter milestones.
• Maintain organized electronic and physical files using NetDocs.
• Communicate with courts, beneficiaries, financial institutions, advisors, and other professional contacts.
• Handle sensitive family, financial, and estate information with a high level of discretion.
• Provide day-to-day administrative and attorney support in a fast-paced environment.

Skills

Legal experience (5+ yrs)

Probate/trust knowledge

MS Word

Excel

Client-service skills

NetDocs familiarity

Discretion/confidentiality

Independent worker

Tools

NetDocs

Job description

W3Global, an Orange County-based legal practice, is seeking an experienced Probate, Trust & Estate Legal Assistant in Irvine, CA. You will support senior attorneys and manage complex estate-planning documents for high-net-worth clients.

The role emphasizes discretion, calendar management, and coordination of signings and court milestones, with a focus on client service and precise document handling.