Legal Assistant - Trusts & Estates

Cerami Search Group; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Paid parking or transit subsidy

Three weeks of paid vacation plus 10‑f

Paid holidays

Paid parental leave

Health/dental/vision insurance with 0%

HSA employer contributions

Job summary

Cerami Search Group in Dallas is seeking an experienced, highly organized Trusts & Estates Legal Assistant to support a senior attorney focusing on estate planning, probate, trust administration, and related matters.

You will handle document prep, calendar management, client communications, and billing while maintaining strict confidentiality in a hybrid uptown Dallas setting. Five plus years in a legal support role are preferred.

Qualifications

• 5+ years as a Legal Assistant or Legal Secretary in a law firm.
• Experience supporting trusts, estates, probate, or tax practice preferred.
• Strong proofreading, grammar, and written communication skills.
• Ability to manage multiple assignments and meet deadlines.
• Professional demeanor and client-service orientation.

Responsibilities

• Provide day-to-day administrative and legal support to an assigned attorney.
• Prepare, format, proofread, and edit legal documents and client communications.
• Assist with estate planning documents including wills and trusts.
• Support probate and estate administration matters and filings.
• Assist with trust administration and record maintenance.
• Coordinate document execution and client follow-up.
• Manage attorney calendars and schedule meetings and calls.
• Review client billing, prebills, invoices, and reimbursements.
• Maintain confidentiality and professional discretion.

Skills

Legal terminology

Document preparation

Attention to detail

Calendar management

Client communication

Independence

Tools

Microsoft Word

Outlook

Excel

PowerPoint

Legal document management systems

Billing systems

E-filing systems

Job description

A well-established Dallas law firm is seeking an experienced and highly organized Trusts & Estates Legal Assistant to support a senior attorney whose practice focuses on estate planning, probate, trust administration, asset protection, and business succession planning.

This is an excellent opportunity for a proactive legal support professional who enjoys working closely with an attorney and providing comprehensive administrative and legal document support. The ideal candidate will have strong organizational skills, exceptional attention to detail, and the ability to manage multiple priorities while maintaining a high level of professionalism and client service.

The position will primarily support one attorney and offer the opportunity to become an integral part of a sophisticated legal practice serving individuals, families, business owners, and high-net-worth clients.

Key Responsibilities

• Provide day-to-day administrative and legal support to an assigned attorney.
• Prepare, format, proofread, and edit legal documents, correspondence, and client communications.
• Assist with the preparation of estate planning documents, including wills, trusts, powers of attorney, and related legal instruments.
• Support probate and estate administration matters, including preparation of filings, correspondence, and supporting documentation.
• Assist with trust administration and the organization and maintenance of estate and trust records.
• Help coordinate estate planning and business succession matters, including the preparation and organization of related documents.
• Maintain electronic client files, correspondence, legal documents, and closing or estate planning binders.
• Manage attorney calendars, schedule client meetings and conference calls, and monitor important deadlines.
• Communicate professionally with clients, family members, financial advisors, accountants, and other outside professionals.
• Coordinate document execution, signature packets, and follow-up on outstanding documents.
• Assist with court filings, e-filing, and other administrative requirements associated with probate matters.
• Review and process client billing, prebills, invoices, and expense reimbursements.
• Handle general administrative responsibilities, including travel arrangements, expense reports, and meeting coordination.Maintain confidentiality and exercise sound judgment when handling sensitive financial, family, and legal information.

Qualifications & Experience

• 5+ years of experience as a Legal Assistant, Legal Secretary, or similar legal support professional.
• Prior experience in a law firm environment is required.
• Trusts & Estates, Probate, Estate Planning, or Tax practice experience is strongly preferred.
• Experience supporting a partner or senior-level attorney is a plus.
• Strong working knowledge of legal terminology, document preparation, and law firm procedures.
• Excellent proofreading, grammar, and written communication skills.
• Ability to manage multiple assignments, anticipate attorney needs, and meet deadlines.
• Professional demeanor and confidence interacting with clients and outside professionals.
• Ability to work independently while also functioning as part of a collaborative team.

Technical Skills

• Proficiency in Microsoft Office, including Word, Outlook, Excel, and PowerPoint.
• Experience with legal document management and billing systems.
• Familiarity with electronic court filing systems and document production.
• Strong typing, formatting, and document editing skills.
• Ability to learn new software and technology quickly.

Our client offers competitive compensation based on experience and a comprehensive benefits package, including:

• 401(k) with a 5% company match.
• Paid parking or public transportation subsidy.
• Three weeks of paid vacation annually, increasing with tenure, plus 10 paid holidays.
• Paid parental leave.
• Medical, dental, and vision insurance with 100% of employee premiums paid by the company.
• Health Savings Account (HSA) with employer contributions.

This is a HYBRID opportunity located in uptown Dallas.

Cerami Search Group is an equal opportunity employer.