Legal Assistant Trust & Estates

Grant-Shannon Staffing; Minneapolis (MN); On-site; USD 42,000 - 62,000; Full time

Job summary

Grant-Shannon Staffing is seeking an experienced Trusts & Estates Legal Assistant to support attorneys within an estate planning and estate administration practice. The role focuses on managing a busy desk, preparing and organizing estate planning documents, communicating with clients, and assisting with probate and estate administration matters.

The ideal candidate will have 1+ years of legal assistant experience and strong skills in document preparation, formatting, and proofreading, with

Qualifications

• 1+ years of legal assistant or legal administrative experience preferred.
• Prior experience in trusts and estates, estate planning, probate, or estate administration strongly preferred.
• Strong document preparation, formatting, proofreading, and editing skills.
• Proficiency with Microsoft Office, particularly Word and Outlook.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to prioritize multiple assignments and deadlines.
• High level of accuracy and attention to detail.
• Professional, polished, and client-service focused.
• Ability to exercise discretion when handling confidential information.
• Ability to work both independently and collaboratively in a team environment.

Responsibilities

• Provide administrative and legal support to trusts and estates attorneys
• Prepare, revise, format, and proofread wills, trusts, powers of attorney, health care directives, correspondence, and other legal documents
• Assist attorneys with probate, estate, and trust administration matters
• Prepare and organize documents for client meetings, estate plan signings, and other appointments
• Maintain client and matter files and ensure documents are properly organized
• Coordinate attorney calendars, meetings, deadlines, and appointments
• Communicate professionally with clients, beneficiaries, financial institutions, accountants, and other outside professionals
• Assist with obtaining and organizing information and documentation relating to estate assets
• Prepare correspondence and routine client communications
• Handle document execution, scanning, filing, and distribution
• Maintain confidentiality of sensitive personal and financial information
• Provide additional administrative support to attorneys as needed

Skills

Legal administrative experience

Client communication

Attention to detail

Organization

Discretion with sensitive information

Team collaboration

Tools

Microsoft Word

Microsoft Outlook

Job description

Our client, a respected law firm, is seeking an experienced Trusts & Estates Legal Assistant to support attorneys within its estate planning and estate administration practice.

The ideal candidate will have prior law firm experience supporting trusts and estates attorneys and will be comfortable managing a busy desk, preparing and organizing estate planning documents, communicating with clients, and assisting with probate and estate administration matters. This position requires exceptional attention to detail, professionalism, organization, and discretion when handling sensitive client information.

Key Responsibilities

• Provide administrative and legal support to trusts and estates attorneys
• Prepare, revise, format, and proofread wills, trusts, powers of attorney, health care directives, correspondence, and other legal documents
• Assist attorneys with probate, estate, and trust administration matters
• Prepare and organize documents for client meetings, estate plan signings, and other appointments
• Maintain client and matter files and ensure documents are properly organized
• Coordinate attorney calendars, meetings, deadlines, and appointments
• Communicate professionally with clients, beneficiaries, financial institutions, accountants, and other outside professionals
• Assist with obtaining and organizing information and documentation relating to estate assets
• Prepare correspondence and routine client communications
• Handle document execution, scanning, filing, and distribution
• Maintain confidentiality of sensitive personal and financial information
• Provide additional administrative support to attorneys as needed

Qualifications

• 1+ years of legal assistant or legal administrative experience preferred
• Prior experience in trusts & estates, estate planning, probate, or estate administration strongly preferred
• Strong document preparation, formatting, proofreading, and editing skills
• Proficiency with Microsoft Office, particularly Word and Outlook
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to prioritize multiple assignments and deadlines
• High level of accuracy and attention to detail
• Professional, polished, and client-service focused
• Ability to exercise discretion when handling confidential information
• Ability to work both independently and collaboratively in a team environment