Private Client Legal Assistant — Trusts & Estates

Confidential; Beverly Hills (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Confidential law firm in Los Angeles seeks an experienced Legal Assistant to support a Private Client practice. You will manage calendars, draft and review estate planning documents, and handle high-net-worth client communications with discretion.

This role emphasizes strong organizational skills, familiarity with trusts and estates terminology, and proficiency in Microsoft Office and document management systems to maintain precise files and efficient onboarding.

Qualifications

• 3+ years of experience as a legal assistant or legal secretary in Private Client or Trusts & Estates.
• Strong understanding of trust and estate planning and administration processes.
• Notary Public certification preferred, or willingness to obtain.
• Excellent organizational skills and meticulous attention to detail for sensitive documents.
• High level of discretion and professionalism with high-net-worth clients.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite; familiarity with legal document management systems is a plus.

Responsibilities

• Manage attorney calendars, deadlines, and key deliverables.
• Serve as a point of contact for high-net-worth and high-profile clients.
• Prepare, format, proofread, and redline estate planning documents.
• Maintain organized digital and physical files and indexing systems.
• Notarize client estate planning documents as needed.
• Assist with client onboarding, including conflict clearance and engagement letter execution.
• Support administrative matters, including time entry, expense reimbursement, calendaring, and travel arrangements.
• Coordinate with clients, financial institutions, and outside advisors as needed.

Skills

Legal calendar management

Client communication

Attorney support

Trusts & Estates terminology

Microsoft Office Suite

Tools

Legal document management systems

Job description

Confidential law firm in Los Angeles seeks an experienced Legal Assistant to support a Private Client practice. You will manage calendars, draft and review estate planning documents, and handle high-net-worth client communications with discretion.

This role emphasizes strong organizational skills, familiarity with trusts and estates terminology, and proficiency in Microsoft Office and document management systems to maintain precise files and efficient onboarding.