Estate Planning Legal Assistant

Hellmuth & Johnson; Edina (MN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Flexible spending account (FSA) or HSA

Employee assistance program (EAP)

Accident insurance

Critical illness insurance

Job summary

Hellmuth & Johnson in Edina, MN seeks an experienced Legal Assistant focused on estate planning, trusts, and wills. You will support attorneys, draft and file documents, manage calendars, and communicate professionally with clients and courts.

The ideal candidate has 3+ years of legal assistant experience, strong attention to detail, excellent written and verbal communication, and proficiency with MS Office and legal software.

Qualifications

• Minimum of 3 years of legal assistant experience.
• Experience with estate planning, trusts, wills, and related matters.
• Strong understanding of legal terminology, procedures, and document preparation.
• Experience with electronic filing systems.

Responsibilities

• Provide comprehensive legal and administrative support to attorneys.
• Draft, review, proofread, and finalize estate planning documents, correspondence, and forms.
• Prepare and electronically file legal documents.
• Maintain attorney calendars, schedule client meetings, court appearances, and deadlines.
• Communicate professionally with clients, courts, financial institutions, and other professionals.
• Manage client files with confidentiality and organization.
• Conduct legal research and gather information for case preparation.
• Summarize documents for attorney review.
• Utilize legal software and document management systems.

Skills

Attention to detail

Organization

Communication skills

Independent worker

Time management

Tools

MS Office

Legal software

E-filing systems

Job description

Hellmuth & Johnson is seeking an experienced, detail-oriented Legal Assistant to join our team, with a primary focus on estate planning, trusts, wills, and related matters. This position offers an opportunity to play a vital role in helping clients protect their families, preserve their legacies, and navigate important life transitions.

We are looking for a confident professional who thrives in a fast-paced environment, takes pride in producing exceptional work, and enjoys building meaningful relationships with clients. The ideal candidate is highly organized, proactive, and able to work independently while exercising sound judgment, discretion, and professionalism.

If you are someone who enjoys taking ownership of your work, anticipating needs before they arise, and contributing to a collaborative team culture, we would love to hear from you.

What You'll Do

• Provide comprehensive legal and administrative support to attorneys
• Draft, review, proofread, and finalize estate planning documents, correspondence, and legal forms
• Prepare and electronically file legal documents
• Maintain attorney calendars, schedule client meetings, court appearances, and deadlines
• Communicate professionally with clients, courts, financial institutions, and other professionals
• Manage client files and ensure accuracy, organization, and confidentiality of all records
• Conduct legal research and gather information necessary for case preparation
• Compile, analyze, and summarize documents and information for attorney review
• Utilize legal software and document management systems to support efficient case management
• Serve as a trusted point of contact for clients throughout the estate planning process
• Assist attorneys in delivering exceptional client service from initial consultation through completion of legal matters

Qualifications

• Minimum of 3 years of legal assistant experience
• Prior experience in estate planning, trusts, wills, and related legal matters required
• Strong understanding of legal terminology, procedures, and document preparation
• Experience with electronic filing systems
• Exceptional attention to detail, organization, and proofreading abilities
• Strong computer skills, including proficiency with Microsoft Office and legal practice management software
• Excellent written and verbal communication skills
• Ability to prioritize multiple projects and meet deadlines in a busy environment
• Professional demeanor with a strong commitment to client service
• Self-motivated, dependable, and capable of working independently

What We Offer

• Competitive compensation based on experience
• Supportive and collaborative work environment
• Opportunity to work closely with experienced attorneys
• Meaningful work helping individuals and families plan for the future
• Professional growth and long-term career opportunities within a growing firm

Job Type: Full-time, in-office

Pay Range: $50,000 to $75,000

Benefits

• 401(k) matching
• Accident insurance
• Critical illness insurance
• Dental insurance
• Employee assistant program (EAP)
• Flex spending account or Health savings account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule

• 8 hour day shift
• Monday through Friday
• In office