Legal Assistant

Orion Placement; Irvine (CA); On-site; USD 52,000 - 63,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer in Irvine, CA is seeking a seasoned Legal Assistant to support probate, trust, and estate planning matters. You will serve as a primary contact for clients, coordinate with attorneys, and help prepare and finalize estate planning documents.

Candidates must have 4+ years of probate/trust experience, with expert Word/Excel skills and the professionalism to interact with high-net-worth clients. This full-time, on-site role offers growth and ownership in matter management.

Qualifications

• 4+ years of legal assistant experience in probate, trust, and estate planning
• Hands-on experience with estate planning documents, trust administration, and probate support
• Expert-level Microsoft Word and Excel skills

Responsibilities

• Serve as a primary point of contact for probate, trust, and estate planning clients
• Build strong client relationships through proactive communication, follow-up, and exceptional service
• Communicate professionally with high-net-worth individuals, families, financial advisors, family offices, and other trusted professionals
• Manage a senior attorney's calendar, appointments, priorities, travel, correspondence, and follow-up commitments
• Prepare, format, proofread, and finalize estate planning documents, correspondence, and client deliverables
• Coordinate estate planning meetings, document signings, notary appointments, and witness requirements
• Assist with probate court filings and organize filing packages under attorney direction
• Support trust administration and maintain organized estate planning and probate matter files
• Track probate deadlines, court hearing dates, trust administration timelines, and other critical dates
• Process correspondence with courts, beneficiaries, financial institutions, and other parties
• Maintain accurate client and matter information using document management and legal technology systems
• Handle highly sensitive family, financial, and estate information with discretion and confidentiality

Skills

Client communication

Time management

Education

High school diploma or equivalent

Associate's degree

Bachelor's degree

Paralegal certificate

Estate planning training

Tools

Microsoft Word

Microsoft Excel

Job description

Pay: $38.00 - $46.00 per hour

Why This Is a Great Opportunity

• Join a growing, sophisticated legal practice serving high-net-worth and ultra-high-net-worth individuals and families
• Build meaningful client relationships and become a trusted point of contact throughout complex estate and probate matters
• Work closely with a senior attorney in a highly visible role where your judgment, initiative, and client service skills are valued
• Take ownership of matters spanning estate planning, trust administration, probate support, and executive-level attorney support
• Join a collaborative, people-focused environment committed to long-term careers and professional growth
• Non-exempt position with overtime eligibility

Location

Irvine, CA — Full-time, on-site opportunity in our Orange County office, offering close collaboration with attorneys, clients, and the broader legal team.

Note

Candidates must have 4+ years of legal assistant experience specifically supporting probate, trust, and estate planning matters. Strong Microsoft Word and Excel skills are required, along with the confidence and professionalism to communicate directly with sophisticated clients.

About Us

We are a growing, full-service law firm serving business leaders, executives, entrepreneurs, and high-net-worth families. Our approach is personal, relationship-driven, and focused on providing exceptional service while creating an environment where talented professionals can build meaningful careers. We value collaboration, initiative, sound judgment, and people who take genuine pride in supporting clients and colleagues. Confidential Employer.

Job Description

• Serve as a primary point of contact for probate, trust, and estate planning clients
• Build strong client relationships through proactive communication, follow-up, and exceptional service
• Communicate professionally with high-net-worth individuals, families, financial advisors, family offices, and other trusted professionals
• Manage a senior attorney's calendar, appointments, priorities, travel, correspondence, and follow-up commitments
• Prepare, format, proofread, and finalize estate planning documents, correspondence, and client deliverables
• Coordinate estate planning meetings, document signings, notary appointments, and witness requirements
• Assist with probate court filings and organize filing packages under attorney direction
• Support trust administration and maintain organized estate planning and probate matter files
• Track probate deadlines, court hearing dates, trust administration timelines, and other critical dates
• Process correspondence with courts, beneficiaries, financial institutions, and other parties
• Maintain accurate client and matter information using document management and legal technology systems
• Handle highly sensitive family, financial, and estate information with discretion and confidentiality

Qualifications

• 4+ years of legal assistant experience in probate, trust, and estate planning
• Hands-on experience with estate planning documents, trust administration, and probate support
• Expert-level Microsoft Word and Excel skills
• Strong understanding of probate, trust, and estate planning terminology and procedures
• Excellent client-facing communication and relationship management skills
• Ability to independently manage calendars, deadlines, competing priorities, and attorney support needs
• Strong technical aptitude with legal software and AI-assisted platforms
• NetDocs or comparable document management system experience preferred
• Senior attorney or executive support experience strongly preferred
• High school diploma or equivalent required; associate's degree, bachelor's degree, paralegal certificate, or specialized estate planning training preferred

Why You Will Love Working Here

This is an opportunity to become an integral part of a sophisticated legal practice rather than simply providing behind-the-scenes administrative support. You'll build direct client relationships, work closely with senior legal professionals, and have meaningful ownership over the organization and service that keep complex matters moving. We value capable professionals who anticipate needs, exercise good judgment, and want their contributions to make a visible impact.

JPC-2176

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance