Estate Planning Legal Administrative Assistant

Plona Partners; Houston (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

Plona Partners in Houston, TX, is seeking an experienced Legal Administrative Assistant to support a sophisticated Estate Planning practice. You will work closely with a senior Estate Planning attorney and serve as a primary contact for clients throughout the estate planning process.

The ideal candidate is polished, highly organized, detail-oriented, and comfortable handling confidential financial and personal information.

Qualifications

• 2+ years of legal support experience in a law firm or corporate legal department.
• Estate planning, trusts & estates, or probate experience preferred.
• Excellent written and oral communication skills.
• Strong organizational skills and attention to detail.
• Ability to handle confidential financial and personal information.
• Professional, client-service oriented.

Responsibilities

• Prepare, revise, proofread, and finalize wills, trusts, powers of attorney, and related estate planning documents
• Coordinate document executions, including client signings, witnesses, and notaries
• Serve as a primary client contact while maintaining a high level of professionalism and discretion
• Manage confidential client intake, profiles, deadlines, and follow-up items
• Assist with organizing account information, property lists, beneficiary designations, and other asset-related documentation
• Coordinate calendars, meetings, travel, and client signing events
• Create and edit complex documents with meticulous attention to detail
• Assist with attorney time entry and billing
• Handle additional administrative responsibilities including scanning, printing, and preparation of client binders

Skills

Client contact

Highly organized

Attention to detail

Written and verbal communication

Independent worker

Education

Bachelor's degree in Business/Finance or related

Job description

Plona Partners in Houston, TX, is seeking an experienced Legal Administrative Assistant to support a sophisticated Estate Planning practice. You will work closely with a senior Estate Planning attorney and serve as a primary contact for clients throughout the estate planning process.

The ideal candidate is polished, highly organized, detail-oriented, and comfortable handling confidential financial and personal information.