Estate Planning Admin Pro - Client-Focused & Detail-Driven

Aionios LLC; Houston (TX); On-site; USD 38,000 - 62,000; Full time

Benefits offered by this job

Health, dental, vision, life, and DIS/

Job summary

Aionios LLC in Houston, TX seeks an Estate Planning Legal Administrative Assistant to support a dedicated Estate Planning partner. You’ll manage confidential client data, prepare and finalize wills and related documents, coordinate signings, and handle calendars with meticulous accuracy.

Ideal candidates have at least 2 years’ experience supporting an attorney, familiarity with estate planning or probate, and strong communication and organizational skills.

Qualifications

• Minimum 2 years of experience supporting an attorney in a private law firm or in-house legal department.
• Estate planning or probate experience strongly preferred.
• Comfort working with financial documents, asset lists, and client data.
• Superior organizational skills and exceptional accuracy.
• Excellent written and verbal communication skills.
• High level of professionalism, discretion, and client-service orientation.
• Ability to work independently, anticipate needs, and manage multiple priorities.

Responsibilities

• Support an Estate Planning Partner and serve as a primary point of contact for clients.
• Prepare, revise, and finalize wills, trusts, powers of attorney, and related documents.
• Coordinate document execution, including witnesses, notaries, and client signings.
• Manage confidential client intake, profiles, deadlines, and follow-up items.
• Organize asset-related documentation, including account information, property lists, and beneficiary designations.
• Handle calendars, scheduling, meetings, and travel arrangements.
• Create, proof, and edit complex documents with meticulous attention to detail.
• Support time entry, billing, and general administrative tasks.

Skills

Legal administrative support

Client communication

Discretion

Organization

Time management

Education

Bachelor's degree in Business or Finance (preferred)

Job description

Aionios LLC in Houston, TX seeks an Estate Planning Legal Administrative Assistant to support a dedicated Estate Planning partner. You’ll manage confidential client data, prepare and finalize wills and related documents, coordinate signings, and handle calendars with meticulous accuracy.

Ideal candidates have at least 2 years’ experience supporting an attorney, familiarity with estate planning or probate, and strong communication and organizational skills.