Senior Trusts & Estates Legal Assistant

Automatic Data Processing, Inc.; Westlake Village (CA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Medical, dental, and vision coverage

Life insurance coverage

Disability coverage

Paid time off and holidays

Parking

Job summary

Musick, Peeler & Garrett LLP seeks an experienced Trusts & Estates Legal Assistant for its Westlake Village office. This full-time, non-exempt role supports a busy practice focused on estate planning, trust administration, and real estate matters.

The ideal candidate will have extensive Trusts & Estates experience, superior organizational and communication skills, and proficiency with MS Office and document management systems. Notary a plus.

Qualifications

• Minimum five (5) years of extensive Trusts and Estates experience.
• Strong administrative, organizational, calendaring, and follow-up skills.
• Excellent written and verbal communication skills.
• Familiarity with document management systems preferred.

Responsibilities

• Assist with preparation of wills, trusts, powers of attorney, and other estate planning documents.
• High-volume scheduling and calendar management in Outlook; arrange meetings and attorney appointments.
• Coordinate with CPAs and bookkeepers on client accounts and client trust matters.
• Prepare and file deeds and related documents; manage records and filing systems.

Skills

Client interaction

Attention to detail

Communication skills

Calendar management

Education

Associate's degree or higher

Tools

Microsoft Office

Adobe Pro

iManage

Job description

Musick, Peeler & Garrett LLP seeks an experienced Trusts & Estates Legal Assistant for its Westlake Village office. This full-time, non-exempt role supports a busy practice focused on estate planning, trust administration, and real estate matters.

The ideal candidate will have extensive Trusts & Estates experience, superior organizational and communication skills, and proficiency with MS Office and document management systems. Notary a plus.