Family Office Legal Assistant

Morgan Stephens; Boca Raton (FL); On-site; USD 80,000 - 100,000; Full time

Job summary

A private trust company in Boca Raton seeks a Family Office Legal Assistant to support estate planning and trust-related operations. The ideal candidate will have at least 5 years of experience in wills, trusts, and estates law, assisting attorneys in managing complex legal matters that protect family wealth. This on-site role offers a unique opportunity to work closely with high-net-worth clients in a professional setting.

Qualifications

• Minimum 5 years of experience in wills, trusts, and estates law.
• Strong working knowledge of trust and estate planning and probate.
• Excellent communication and writing skills.

Responsibilities

• Assist with estate planning and trust administration.
• Draft and manage legal documents including wills and trusts.
• Liaise with external legal counsel and financial institutions.

Skills

Legal document preparation

Trust and estate planning

Communication

Organization

Job description

Job Title: Family Office Legal Assistant
Location: Boca Raton, FL 33431
Salary: Up to $100,000
Schedule: On-site, Monday through Friday (no remote work)

Important Note:
Applicants must have a minimum of 5 years of experience in wills, trusts, and estates law. Candidates who do not meet this requirement should not apply or schedule a call, as their appointment will be canceled.

About the Company
Our client is a highly respected private trust company headquartered in Boca Raton, FL. They provide comprehensive legal, financial, and administrative services to a high-net-worth family. The company handles complex estate planning, trust administration, and corporate governance with a strong emphasis on confidentiality, precision, and professionalism.

Position Overview
The Family Office Legal Assistant will play a key role in supporting attorneys and senior executives with estate planning and trust-related legal operations. This is a unique opportunity to work in a private, in-house setting, assisting with highly sophisticated legal matters that directly impact long-term family wealth preservation.

Key Responsibilities

• Assist attorneys and executive staff with estate planning and trust administration

• Draft and manage legal documents including wills, trusts, powers of attorney, and court filings

• Liaise with external legal counsel, CPAs, wealth advisors, and financial institutions

• Maintain and safeguard confidential legal files and compliance documentation

• Oversee corporate governance and entity documentation as needed

• Manage legal correspondence, track deadlines, and provide administrative support for legal functions

Required Qualifications

• Minimum 5 years of experience in wills, trusts, and estates law

• Strong working knowledge of trust and estate planning, probate, and legal document preparation

• Prior experience in a law firm, family office, or private trust environment

• Excellent communication and writing skills

• Highly organized, detail-oriented, and able to maintain discretion in sensitive matters

• Experience with high-net-worth or international estate structures is a strong plus