Senior Executive & Legal Assistant, Probate & Estates

FERGUSON BRASWELL FRASER & KUBASTA PC

Irvine (CA)

On-site

USD 70,000 - 110,000

Full time

7 days ago
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Benefits offered by this job

Competitive benefits package (medical,
401(k) retirement plan
Flexible PTO

Job summary

FBFK Law in Orange County is seeking a seasoned executive legal assistant to support a partner on the Probate, Trust & Estate team and collaborate with attorneys and paralegals. You will be the primary client contact, maintain calendars, manage travel, and handle non‑legal matters with discretion.

Role blends executive and legal assistant duties; substantive drafting remains with attorneys and paralegals. The position requires maturity, professionalism, and experience with high‑net‑worth matters.

Qualifications

  • Minimum 5 years as an executive assistant and legal assistant supporting a senior attorney, including at least 3 years in a law firm.
  • Experience in probate, trust, or estate planning.
  • Direct client-facing experience, ideally with high-net-worth individuals and families.
  • Strong written communication and polished professional presence.
  • Sound judgment, discretion, and ability to manage competing priorities independently.
  • Expert-level skills in Word, Outlook, and Excel; comfortable with AI-assisted tools and document management systems.
  • High school diploma or equivalent.

Responsibilities

  • Own the attorney's calendar, priorities, correspondence, and travel; resolve conflicts independently.
  • Prepare the attorney for meetings and calls; track follow-up commitments through to completion.
  • Manage the administrative side of the practice, including expense reports, vendor coordination, and matter files in NetDocs.
  • Format, proofread, and finalize estate planning documents and client deliverables.
  • Coordinate client meetings, signings, notary appointments, and witness requirements.
  • Assemble probate filing packages and coordinate filings; calendar hearings and deadlines.

Skills

Executive support
Discretion and judgment
Client-facing
Communication
Time management

Education

High school diploma or equivalent
Associate/Bachelor’s degree or Paralegal certificate (preferred)

Tools

Microsoft Word
Outlook
Excel
NetDocs

Job description

FBFK Law in Orange County is seeking a seasoned executive legal assistant to support a partner on the Probate, Trust & Estate team and collaborate with attorneys and paralegals. You will be the primary client contact, maintain calendars, manage travel, and handle non‑legal matters with discretion.

Role blends executive and legal assistant duties; substantive drafting remains with attorneys and paralegals. The position requires maturity, professionalism, and experience with high‑net‑worth matters.

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