Hybrid Estate Planning Legal Assistant (SF)

Adams & Martin Group; San Francisco (CA); Hybride; USD 65 000 - 90 000; Plein temps

Résumé du poste

Adams & Martin Group in San Francisco seeks an experienced Legal Assistant to support attorneys in the Estate Planning and Probate practice. The role requires strong document management, confidentiality, and client-service excellence to meet critical legal deadlines.

You will prepare and file wills, trusts, powers of attorney, and probate documents, manage attorney calendars, and coordinate with clients and professionals.

Qualifications

• 5 to 10 years of legal assistant experience, preferably estate planning and probate.
• Strong organizational skills and exceptional attention to detail.
• Proven experience managing calendars, legal deadlines, and document-intensive workflows.
• Excellent written and verbal communication skills with clients.
• Ability to handle sensitive and confidential information with discretion.

Responsabilités

• Prepare legal documents, including wills, trusts, powers of attorney, probate pleadings, and estate administration documents.
• Draft, proofread, format, and finalize correspondence and court filings.
• Maintain confidential client files and oversee document retention procedures.
• Manage attorney calendars, deadlines, probate timelines, hearings, and filing dates.
• Coordinate client communications and schedule meetings with clients and professionals.
• Arrange notarizations, witness signings, and document execution logistics.
• Submit electronic filings and maintain records in case management systems.
• Enter and maintain time records and billing information.
• Provide administrative support and assist with day-to-day workflow management.

Connaissances

Legal administrative experience

Attention to detail

Client communication

Time management

Outils

Clio

MyCase

PACER

Adobe Acrobat

Microsoft Office

Description du poste

Adams & Martin Group in San Francisco seeks an experienced Legal Assistant to support attorneys in the Estate Planning and Probate practice. The role requires strong document management, confidentiality, and client-service excellence to meet critical legal deadlines.

You will prepare and file wills, trusts, powers of attorney, and probate documents, manage attorney calendars, and coordinate with clients and professionals.