Legal Assistant

CBL Legal Talent; Houston (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

CBL Legal Talent is seeking a Legal Administrative Assistant to support its Estate Planning Practice Group in Houston. The role will assist an Estate Planning Partner and serve as the primary point of contact for clients, handling confidential documents, scheduling, and a range of administrative tasks.

The ideal candidate will have an undergraduate degree in Business or Finance and at least two years of experience supporting attorneys in a private firm or corporate legal department, with strong

Qualifications

• Excellent organizational, written, and verbal communication skills.
• Discretion and professional conduct when handling confidential information.
• Ability to manage multiple priorities and deadlines.
• Experience supporting attorneys in a private firm or corporate setting preferred.

Responsibilities

• Support Estate Planning Partner and act as primary client contact.
• Prepare and finalize wills, trusts, powers of attorney, and other estate planning documents.
• Coordinate document execution with witnesses, notaries, and signing appointments.
• Manage confidential client intake, profiles, deadlines, and follow-ups.
• Organize asset information, property lists, account details, and beneficiary designations.
• Manage calendars, meetings, travel, and client signing events.
• Create, edit, and proofread complex legal documents.
• Assist with time entry and billing.
• Handle general administrative duties such as printing, scanning, and binder prep.

Skills

Attention to detail

Organizational skills

Client service orientation

Discretion

Education

Bachelor's degree in Business or Finance

Job description

A leading law firm is seeking a Legal Administrative Assistant to support its Estate Planning Practice Group in the Houston office. The role will support an Estate Planning Partner and serve as a primary point of contact for clients while handling confidential documents, scheduling, estate planning documents, and administrative responsibilities.

Key Responsibilities

• Support the Estate Planning Partner and serve as a primary client contact.
• Prepare and finalize wills, trusts, powers of attorney, and other estate planning documents.
• Coordinate document execution, including witnesses, notaries, and signing appointments.
• Manage confidential client intake, profiles, deadlines, and follow-up items.
• Organize asset information, property lists, account information, and beneficiary designations.
• Manage calendars, meetings, travel, and client signing events.
• Create, edit, and proofread complex legal documents with strong attention to detail.
• Assist with time entry and billing.
• Handle general administrative responsibilities, including printing, scanning, and preparing binders.

Qualifications

• Undergraduate degree in Business or Finance preferred.
• Minimum 2 years of experience supporting an attorney in a private law firm or in-house legal department.
• Estate planning or probate experience strongly preferred.
• Excellent organizational, written, and verbal communication skills.
• Strong professionalism, discretion, and client-service orientation.
• Exceptional attention to detail and ability to manage multiple priorities.
• Ability to work independently and anticipate attorneys’ and clients’ needs.
• Comfortable working with financial documents, asset information, and confidential client data.