Estate Planning Legal Administrative Assistant

CBL Legal Talent; Houston (TX); Vor Ort; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

CBL Legal Talent seeks a Legal Administrative Assistant to support the Estate Planning Practice in Houston. This role serves as a primary client contact, handles confidential documents, and manages scheduling and estate planning tasks alongside an Estate Planning Partner.

The ideal candidate has 2+ years supporting attorneys, understands estate planning or probate, and demonstrates strong organization, discretion, and client service.

Qualifikationen

• Undergraduate degree in Business or Finance preferred.
• Excellent organizational, written, and verbal communication skills.
• Strong professionalism, discretion, and client-service orientation.
• Exceptional attention to detail and ability to manage multiple priorities.
• Ability to work independently and anticipate attorney and client needs.

Aufgaben

• Support Estate Planning Partner and act as primary client contact.
• Prepare and finalize wills, trusts, powers of attorney, and estate planning documents.
• Coordinate document execution with witnesses, notaries, and signing appointments.
• Manage confidential client intake, profiles, deadlines, and follow-up items.
• Organize asset information, property lists, account information, and beneficiary designations.
• Manage calendars, meetings, travel, and client signing events.
• Create, edit, and proofread complex legal documents with high accuracy.
• Assist with time entry and billing.
• Handle general administrative tasks such as printing, scanning, and binder prep.

Kenntnisse

Organizational skills

Written communication

Verbal communication

Attention to detail

Discretion

Client service

Ausbildung

Bachelor's degree in Business or Finance

Jobbeschreibung

Location: Houston, TX

Position Type: Full-Time, Permanent

Position Overview

A leading law firm is seeking a Legal Administrative Assistant to support its Estate Planning Practice Group in the Houston office. The role will support an Estate Planning Partner and serve as a primary point of contact for clients while handling confidential documents, scheduling, estate planning documents, and administrative responsibilities.

Key Responsibilities

• Support the Estate Planning Partner and serve as a primary client contact.
• Prepare and finalize wills, trusts, powers of attorney, and other estate planning documents.
• Coordinate document execution, including witnesses, notaries, and signing appointments.
• Manage confidential client intake, profiles, deadlines, and follow-up items.
• Organize asset information, property lists, account information, and beneficiary designations.
• Manage calendars, meetings, travel, and client signing events.
• Create, edit, and proofread complex legal documents with strong attention to detail.
• Assist with time entry and billing.
• Handle general administrative responsibilities, including printing, scanning, and preparing binders.

Qualifications

• Undergraduate degree in Business or Finance preferred.
• 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.
• Excellent organizational, written, and verbal communication skills.
• Strong professionalism, discretion, and client-service orientation.
• Exceptional attention to detail and ability to manage multiple priorities.
• Ability to work independently and anticipate attorneys’ and clients’ needs.
• Comfortable working with financial documents, asset information, and confidential client data.