Senior Trusts & Estates Legal Assistant - Client-Focused

Musick, Peeler & Garrett LLP; Westlake Village (CA); Vor Ort; USD 85.000 - 95.000; Vollzeit

Benefits dieser Stelle

401(k) plan with employer contribution

Healthcare: Medical, dental, vision

Life Insurance

Disability insurance

Wellbeing initiatives

Paid Time Off

Parking

Firm events

FSA/Plans

Professional Development

Zusammenfassung

Musick, Peeler & Garrett LLP in Westlake Village, CA seeks an experienced Trusts & Estates Legal Assistant to support our estate planning, trust administration, and related real estate matters. This full-time, non-exempt position emphasizes client-facing interaction and teamwork.

Responsibilities include preparing wills and trusts, high-volume scheduling, coordinating with CPAs and bankers, document management, and ensuring precise, polished drafts.

Qualifikationen

• Minimum five 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.

Aufgaben

• 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.

Kenntnisse

Trusts & Estates experience

Estate planning

Attention to detail

Written and verbal communication

Calendaring

Ausbildung

Associate's degree or higher

Notary commission is a plus

Tools

Microsoft Office Suite

Adobe Pro

iManage

Jobbeschreibung

Musick, Peeler & Garrett LLP in Westlake Village, CA seeks an experienced Trusts & Estates Legal Assistant to support our estate planning, trust administration, and related real estate matters. This full-time, non-exempt position emphasizes client-facing interaction and teamwork.

Responsibilities include preparing wills and trusts, high-volume scheduling, coordinating with CPAs and bankers, document management, and ensuring precise, polished drafts.