Estate Planning Legal Assistant - Private Client Practice

Confidential; Beverly Hills (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A well-established law firm in Los Angeles is seeking an experienced Legal Assistant to support a dynamic team in the Private Client practice, focusing on trusts and estates. The role requires discretion and polish to support high-net-worth and high-profile clients.

You will manage attorney calendars, prepare and proofread documents, maintain organized files, and assist with onboarding while coordinating with clients and outside advisors as needed.

Qualifications

• 3+ years of legal assistant or legal secretary experience in Private Client, Trusts & Estates.
• Strong understanding of trust and estate planning and administration terminology.
• Notary Public certification preferred, or willingness to obtain.
• Exceptional organizational skills with attention to detail when handling sensitive legal documents.
• High level of discretion and professionalism with high-net-worth clients.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite; experience with legal document management systems is a plus.

Responsibilities

• Manage attorney calendars, deadlines, and key deliverables.
• Serve as a point of contact for high-net-worth and high-profile clients.
• Prepare, format, proofread, and redline estate planning documents.
• Maintain organized digital and physical files and indexing systems.
• Notarize client estate planning documents as needed.
• Assist with client onboarding, including conflict clearance and engagement letter execution.
• Support administrative matters, including time entry, expense reimbursement, calendaring, and travel arrangements.
• Coordinate with clients, financial institutions, and outside advisors as needed.

Skills

Legal assistant experience

Discretion and professionalism

Attention to detail

Communication skills

Notary Public (preferred)

Tools

Microsoft Office Suite

Legal document management systems

Job description

A well-established law firm in Los Angeles is seeking an experienced Legal Assistant to support a dynamic team in the Private Client practice, focusing on trusts and estates. The role requires discretion and polish to support high-net-worth and high-profile clients.

You will manage attorney calendars, prepare and proofread documents, maintain organized files, and assist with onboarding while coordinating with clients and outside advisors as needed.