Salary: Up to $75,000 annually, depending on experience
A well-established law firm is seeking a detail-oriented Trusts & Estates / Probate Legal Assistant to support a busy and growing estate planning and probate practice. This role is ideal for a legal professional with experience in estate planning, trust administration, and probate matters who thrives in a fast-paced, client-focused environment.
This is a transactional Trusts & Estates position and is not focused on contested probate or litigation.
Key Responsibilities
- Support attorneys with estate planning, trust administration, and probate matters
- Draft, revise, proofread, and format wills, trusts, powers of attorney, probate pleadings, and related legal documents
- Prepare and file probate court documents and maintain case files
- Organize and manage electronic and physical client records
- Coordinate attorney calendars, appointments, meetings, and conference calls
- Communicate professionally with clients, courts, financial institutions, and other third parties
- Track deadlines and maintain case calendars
- Arrange travel accommodations and process reimbursement requests as needed
- Assist with billing matters, including reviewing and processing prebills and invoices
- Provide general administrative and legal support to attorneys and practice group members
Qualifications
- 1+ years of experience as a Legal Assistant supporting Trusts & Estates, Probate, or Estate Planning attorneys
- Strong background in transactional Trusts & Estates work
- Experience with:
- Trust Administration
- Estate and Trust Documentation
- Ability to manage multiple priorities while maintaining accuracy and attention to detail
- Exceptional organizational, communication, and client service skills
Skills & Knowledge
- Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
- Experience with legal billing software; Aderant experience preferred
- Typing speed of 70+ WPM preferred
- Excellent written and verbal communication skills
- Strong proofreading and document formatting abilities
- Working knowledge of county and state court filing procedures
- Ability to work independently and collaboratively in a fast-paced legal environment
Why Apply?
- Join a respected legal team with a thriving Trusts & Estates practice
- Work closely with experienced attorneys on sophisticated estate planning and probate matters
- Competitive compensation and benefits package
- Professional, collaborative, and supportive work environment