Estate Planning Legal Assistant: Probate & Trust Admin

Maat Legal; Mesa (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Maat Legal in Mesa, Arizona is seeking a detail‑oriented Legal Assistant to support the Probate and Trust Administration team full‑time. This hands‑on role moves matters from intake through active administration and is not attorney work or student‑track.

Responsibilities include coordinating intake, preparing fee agreements, opening matters in Clio, preparing notices and mailings, handling routine client communications, and assisting with time‑sensitive filings and complex case coordination as

Qualifications

• Prior law firm or legal services experience is required.
• Excellent organization, follow‑through, attention to detail, writing, and document formatting are essential.
• Comfortable managing multiple matters, tracking deadlines, and documenting every contact.
• Professional, compassionate communication with clients and beneficiaries, with strict confidentiality.

Responsibilities

• Coordinate with intake staff to verify client information, matters, and documents.
• Prepare fee agreements using approved terms and coordinate signatures; create Clio bills; track deposits.
• Open new matters in Clio; send intake questionnaires and document requests; monitor items.
• Prepare and format correspondence, notices, beneficiary mailings, and attorney‑generated drafts; proofread and file.
• Handle routine client communications, scheduling, status requests, and document collection; route questions to attorney.
• Assist with time‑sensitive filings, special projects, and high‑volume tasks.
• Assist with probate and trust administration workflows as training permits.

Skills

Organization

Attention to detail

Writing

Document formatting

Communication

Tools

Clio

Word/PDF

e-signatures

online payments

Job description

Maat Legal in Mesa, Arizona is seeking a detail‑oriented Legal Assistant to support the Probate and Trust Administration team full‑time. This hands‑on role moves matters from intake through active administration and is not attorney work or student‑track.

Responsibilities include coordinating intake, preparing fee agreements, opening matters in Clio, preparing notices and mailings, handling routine client communications, and assisting with time‑sensitive filings and complex case coordination as