Estate Planning Legal Assistant

Beacon Hill; Fort Lauderdale (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Job summary

Beacon Hill in Fort Lauderdale is seeking an organized Estate Planning Legal Assistant to join their growing Estate Planning and Trust Administration practice. The mid-level candidate will draft and proofread Wills, Revocable Living Trusts, Powers of Attorney, and Healthcare Directives, and assist with trust funding and signing logistics.

Key duties include client intake, scheduling consultations, clear communication with clients and advisors, and maintaining digital files while tracking

Qualifications

• Draft and proofread foundational estate planning documents (Wills, Revocable Living Trusts, Powers of Attorney, Healthcare Directives).
• Prepare real estate deeds, change-of-beneficiary forms, and asset transfer letters for funded trusts.

Responsibilities

• Conduct initial client intake, schedule consultations, and onboard new estate clients.
• Serve as a proactive point of contact for clients, beneficiaries, and outside advisors.
• Maintain digital client files, track tax and court deadlines, and manage attorney calendars.

Skills

Document Production

Trust Funding

Signing Execution

Client Intake

Communication

File & Deadline Mastery

Job description

Estate Planning Legal Assistant (1467426) Fort Lauderdale, Florida

A Fort Lauderdale law firm isseeking an organized, detail-oriented Legal Assistant to jointheir growing Estate Planning and Trust Administration practice.

Experience Level:Mid-level (3 years + preferred)

• Document Production:Draft and proofread foundational estate planning packages, including Wills, Revocable Living Trusts, Powers of Attorney, and Healthcare Directives.
• Trust Funding:Prepare real estate deeds, change-of-beneficiary forms, and asset transfer letters to ensure client trusts are fully and accurately funded.
• Signing Execution:Assemble final document portfolios, coordinate formal signing meetings, and serve as a witness or notary public.

Client & Practice Management

• Client Intake:Conduct initial screening calls, schedule consultations, and manage the onboarding for new estate clients.
• Communication:Serve as a proactive, empathetic point of contact for clients, beneficiaries, and outside financial advisors.
• File & Deadline Mastery:Maintain digital client files, track critical tax and court deadlines, and manage attorney calendars.

Trust & Estate Administrationexperience is not required, but would be a plus!

• 401(k)
• Health insurance
• Paid time off