Estate Planning Legal Assistant & Client Liaison

CBL Legal Talent; Houston (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

CBL Legal Talent is seeking a Legal Administrative Assistant to support its Estate Planning Practice Group in Houston. The role will assist an Estate Planning Partner and serve as the primary point of contact for clients, handling confidential documents, scheduling, and a range of administrative tasks.

The ideal candidate will have an undergraduate degree in Business or Finance and at least two years of experience supporting attorneys in a private firm or corporate legal department, with strong

Qualifications

• Excellent organizational, written, and verbal communication skills.
• Discretion and professional conduct when handling confidential information.
• Ability to manage multiple priorities and deadlines.
• Experience supporting attorneys in a private firm or corporate setting preferred.

Responsibilities

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

Skills

Attention to detail

Organizational skills

Client service orientation

Discretion

Education

Bachelor's degree in Business or Finance

Job description

CBL Legal Talent is seeking a Legal Administrative Assistant to support its Estate Planning Practice Group in Houston. The role will assist an Estate Planning Partner and serve as the primary point of contact for clients, handling confidential documents, scheduling, and a range of administrative tasks.

The ideal candidate will have an undergraduate degree in Business or Finance and at least two years of experience supporting attorneys in a private firm or corporate legal department, with strong