Senior Probate & Estate Planning Assistant

Orion Placement; Irvine (CA); On-site; USD 52,000 - 63,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer in Irvine, CA is seeking a seasoned Legal Assistant to support probate, trust, and estate planning matters. You will serve as a primary contact for clients, coordinate with attorneys, and help prepare and finalize estate planning documents.

Candidates must have 4+ years of probate/trust experience, with expert Word/Excel skills and the professionalism to interact with high-net-worth clients. This full-time, on-site role offers growth and ownership in matter management.

Qualifications

• 4+ years of legal assistant experience in probate, trust, and estate planning
• Hands-on experience with estate planning documents, trust administration, and probate support
• Expert-level Microsoft Word and Excel skills

Responsibilities

• Serve as a primary point of contact for probate, trust, and estate planning clients
• Build strong client relationships through proactive communication, follow-up, and exceptional service
• Communicate professionally with high-net-worth individuals, families, financial advisors, family offices, and other trusted professionals
• Manage a senior attorney's calendar, appointments, priorities, travel, correspondence, and follow-up commitments
• Prepare, format, proofread, and finalize estate planning documents, correspondence, and client deliverables
• Coordinate estate planning meetings, document signings, notary appointments, and witness requirements
• Assist with probate court filings and organize filing packages under attorney direction
• Support trust administration and maintain organized estate planning and probate matter files
• Track probate deadlines, court hearing dates, trust administration timelines, and other critical dates
• Process correspondence with courts, beneficiaries, financial institutions, and other parties
• Maintain accurate client and matter information using document management and legal technology systems
• Handle highly sensitive family, financial, and estate information with discretion and confidentiality

Skills

Client communication

Time management

Education

High school diploma or equivalent

Associate's degree

Bachelor's degree

Paralegal certificate

Estate planning training

Tools

Microsoft Word

Microsoft Excel

Job description

Confidential Employer in Irvine, CA is seeking a seasoned Legal Assistant to support probate, trust, and estate planning matters. You will serve as a primary contact for clients, coordinate with attorneys, and help prepare and finalize estate planning documents.

Candidates must have 4+ years of probate/trust experience, with expert Word/Excel skills and the professionalism to interact with high-net-worth clients. This full-time, on-site role offers growth and ownership in matter management.