Legal Assistant - Trust & Estate - Encino, CA

SEAN DE VORE INC; California; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Flexible spending account

Health insurance

Paid time off

Job summary

SEAN DE VORE INC is seeking an exceptional Legal Assistant to support the day-to-day operations of the estate planning practice group. In-office role with a full-time schedule, focusing on document preparation, client coordination, and court filing tasks.

The ideal candidate will have 2 years of estate planning experience, a preferred legal secretary certification, and strong research and communication skills.

Qualifications

• 2 years of experience in Estate Planning and Post-Death Trust Administration.
• Legal secretary certification preferred but not required.
• Demonstrate ethical conduct and maintain client confidentiality.
• Excellent research and organizational skills.
• Superb written and oral communication skills.
• Probate Court Filing experience required.
• Proficiency with word processing, databases, email, and Judicial Council Forms.

Responsibilities

• Assist in the day-to-day functions for the estate planning practice group.
• Format documents and maintain client files.
• Coordinate with clients and court filings as needed.

Skills

Attention to detail

Research skills

Communication skills

Notary Public

Education

Legal secretary certification

Tools

ProLaw

Job description

Job Description

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off

Schedule:

• 8-hour shift

People with a criminal record are encouraged to apply

Work Location: In person

We are looking for an exceptional legal assistant to assist in the day-to-day functions for our estate planning practice group.

Legal Assistant Requirements and Qualifications

• 2 years of previous experience in Estate Planning and Post-Death Trust Administration
• Legal secretary certification from an organization like Legal Secretaries International, Inc. or the National Association of Legal Secretaries is preferred, but not required
• Demonstrate ethical conduct and ensure client confidentiality
• Excellent research and organizational skills
• Superb written and oral communication skills
• Must have Probate Court Filing experience
• Computer literate in word processing, databases (ProLaw), email, and Judicial Council Forms, office software (Outlook – emails and calendaring)
• Must be able to format documents
• Notary Public

The Firm will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring ordinance.