Estate Planning Legal Assistant — Documents & Coordination

Moneta Group; Clayton (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid holidays

PTO

Insurance

Disability insurance

401(k) match

Profit-sharing bonus

Parental leave

Referral program

Wellness program

Job summary

Moneta Group is seeking a Legal Assistant to support the Estate Planning Review Department in Clayton, MO. The role coordinates workflow, organizes and reviews estate planning documents, and prepares summaries for attorney and reviewer evaluation.

You will act as a primary contact for internal client teams, manage deadlines, organize and draft summaries, and assist in training staff on submission procedures while maintaining departmental templates and resources.

Qualifications

• > Bachelor's degree preferred, but not required
• < 2 years of work experience; prior legal, administrative, client service, or document-review experience preferred
• < Reading, interpreting, and cross-referencing complex legal or financial documents; proofreading to identify inconsistencies across documents
• < Proficient in Microsoft Office applications
• < Must be authorized to work in the United States

Responsibilities

• Maintain and organize the department's Help Desk triage spreadsheet and tracking tools; review submitted requests for completeness and accuracy
• Monitor request deadlines and follow-up activity to ensure requests stay on schedule
• Review and organize wills, trusts, and other estate planning documents; extract and summarize information
• Track key provisions, dates, and document requirements; identify inconsistencies or missing information
• Draft and proofread estate plan summaries for accuracy and formatting
• Prepare materials for attorney and reviewer evaluation
• Serve as primary contact for internal client teams on Estate Planning Review requests and status updates
• Assist in training internal team members on submission procedures
• Coordinate and prepare materials for department meetings
• Handle incoming mail and department correspondence; maintain templates and forms library
• Support general departmental administrative activities

Skills

Legal document review

Proofreading

Cross-referencing documents

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Moneta Group is seeking a Legal Assistant to support the Estate Planning Review Department in Clayton, MO. The role coordinates workflow, organizes and reviews estate planning documents, and prepares summaries for attorney and reviewer evaluation.

You will act as a primary contact for internal client teams, manage deadlines, organize and draft summaries, and assist in training staff on submission procedures while maintaining departmental templates and resources.