Estate Planning Legal Assistant - Probate & Trust (Irvine)

Ferguson Braswell Fraser & Kubasta Pc; Irvine (CA); On-site; USD 52,000 - 63,000; Full time

Job summary

Ferguson Braswell Fraser & Kubasta Pc (FBFK Law) in Irvine, CA is seeking a Probate, Trust & Estate Legal Assistant. The role is in-office, supporting senior attorneys and paralegals to manage client relationships and non-legal matters from intake to resolution.

The ideal candidate has 5+ years in probate/trust estate work, expert Word/Excel skills, and experience with AI-assisted platforms and document systems.

Qualifications

• Minimum 5 years of probate, trust, and estate planning support experience.
• Expert-level MS Word and Excel proficiency required.
• Experience with calendar management, client communications, and document preparation.

Responsibilities

• Serve as primary client contact, triaging calls with warmth and discretion.
• Support senior attorneys with calendars, travel, and scheduling; manage deadlines.
• Prepare and format estate planning documents and client deliverables.
• Coordinate client meetings, notary appointments, and probate court filings.
• Maintain files and ensure timely, accurate case management in firm systems.

Skills

5+ years probate/trust estate exp

MS Word & Excel

Client relationship mgmt

Discretion & confidentiality

Education

High school diploma or equivalent

Paralegal certificate or AA/AS (preferred)

Bachelor's degree (preferred)

Tools

NetDocs

AI-assisted platforms

Legal practice management software

Job description

Ferguson Braswell Fraser & Kubasta Pc (FBFK Law) in Irvine, CA is seeking a Probate, Trust & Estate Legal Assistant. The role is in-office, supporting senior attorneys and paralegals to manage client relationships and non-legal matters from intake to resolution.

The ideal candidate has 5+ years in probate/trust estate work, expert Word/Excel skills, and experience with AI-assisted platforms and document systems.