Legal Assistant (w/ Trust & Estates Exp.)

Integr8staff; Westlake Village (CA); On-site; USD 81,000 - 99,000; Full time

Job summary

Integr8staff, LLC is seeking a Trust & Estate Legal Assistant in Westlake Village, CA to support a high-profile AmLaw 200 practice. The role is full-time, on-site, with DOE salary expectations and no visa sponsorship.

You will prepare wills, trusts, and related documents while coordinating complex calendars and communications for attorneys and clients. The ideal candidate has 5+ years in trusts and estates, excellent written and verbal skills, and proficiency in MS Office and document management

Qualifications

• Minimum five (5) years of extensive Trusts and Estates experience, with a strong background in Estate Planning and Trust Administration.
• Excellent administrative, organizational, calendaring, and follow-up skills are required.
• Strong attention to detail, accuracy, and overall high-quality work product is required.
• Exceptional written and verbal communication skills are required.
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
• Familiarity with iManage or similar document management systems is preferred.
• Ability to take initiative and manage assignments timely.
• Associate's degree or greater preferred.
• Notary commission is a plus.

Responsibilities

• Assist with preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning documents.
• High volume scheduling duties, calendar meetings on Outlook, schedule attorney appointments in-person and on Zoom/Teams.
• Work with CPAs and bookkeepers on client accounts.
• Interact with bank representatives on client trust accounts.
• Prepare and record deeds, prepare binders, and other related documents.
• Print, scan, proofread, and edit legal documents with high accuracy.
• Manage comprehensive records for client documents and off-site storage.
• Maintain organized files and track case progress efficiently.
• Manage Excel spreadsheets for trust account clients, as needed.
• Draft professional correspondence and manage client communications.
• Collaborate with attorneys and team members with strong independent work skills.

Skills

Trusts & Estates experience

Administrative skills

Calendaring

Attention to detail

Written & verbal communication

Microsoft Office

Adobe Acrobat Pro

iManage familiarity

Notary commission

Education

Associate's degree or higher

Tools

Microsoft Office Suite

Adobe Pro

iManage

Job description

Legal Assistant (w/ Trust & Estates Exp.)

• Westlake Village, CA
• Legal

Job Title – Trust & Estate Legal Assistant

Company Location – Westlake Village, CA

Full Time | Direct Hire | Non-Exempt

100% on-site

Salary – $90k, DOE

Job Summary of the Trust & Estate Legal Assistant position

Integr8staff seeks a proven Trust and Estates Legal Assistant to support an active trust & estate planning and real estate practice with a dynamic and reputable AmLaw 200 firm.

Responsibilities of the Trust & Estate Legal Assistant position

• Assist with preparation of legal documents, including wills, trusts, powers of attorney,
  and other estate planning legal documents.
• High volume scheduling duties, calendar meetings on Outlook, schedule attorney
  appointments in-person and on Zoom and/or Teams.
• Work with CPAs and bookkeepers on client accounts.
• Heavy interaction with bank representatives on client trust accounts.
• Prepare and record deeds, prepare binders, and other related documents.
• Print, scan, proofread, and edit legal documents with a high level of accuracy.
• Responsible for comprehensive records management of client documents, including
  creating new client files, organizing and maintaining high volumes of physical records,
  managing filing systems, coordinating off-site storage and retrieval, and ensuring all
  client documents are accurately maintained, properly organized, and readily accessible
  when needed.
• Maintain organized files and track case progress efficiently.
• Manage Excel spreadsheets for trust account clients, as needed.
• Manage client communications and draft professional correspondence.
• Collaborate with attorneys and team members while demonstrating strong independent
  work skills.

Requirements of the Trust & Estate Legal Assistant position

• Minimum five (5) years of extensive Trusts and Estates experience, with a strong
  background in Estate Planning and Trust Administration.
• Excellent administrative, organizational, calendaring, and follow-up skills are required.
• Strong attention to detail, accuracy, and overall high-quality work product is required.
• Exceptional written and verbal communication skills are required.
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
• Familiarity with iManage or similar document management systems is preferred.
• Ability to take initiative and manage assignments timely.
• Associate's degree or greater preferred.
• Notary commission is a plus.

Updated resume is required for consideration. Only Local candidateswill be considered- Position does not offer relocation or visa sponsorship.