Trust Administration & Probate Legal Assistant — Career Growth

ANDREW C SIGERSON PC LLO; Omaha (NE); On-site; USD 26,000 - 33,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Job summary

Legacy Design Strategies in Omaha, Nebraska seeks a Legal Assistant to support trust administration and probate within a busy estate-planning practice. You will manage document preparation, asset inventories, filings, and client communications from initial meetings through final asset distribution.

The role requires solid detail orientation, strong organization, and professional interaction with clients, attorneys, and financial professionals.

Qualifications

• Bachelor’s Degree or Paralegal Certificate preferred.
• 2+ years experience in a law firm or an office administrative role; training available if needed.
• Strong attention to detail and excellent organizational skills.
• Ability to interact professionally with clients, attorneys, and financial professionals.
• Empathetic, patient and compassionate when helping clients through loss.
• Collaborative and team-oriented.
• Proficient in Microsoft Word and Excel; comfortable with other technology.

Responsibilities

• Prepare necessary legal documents, including notices, inventories, and distribution of assets.
• File probate documents with the courts.
• Correspond with financial institutions, clients, beneficiaries, financial advisors, court clerks and attorneys via mail, email, fax and phone.
• Manage all aspects of trust administration from initial client meetings to final distribution of assets.
• Maintain organized client files by scanning and uploading documentation to our CRM as needed while adhering to current systems and procedures.
• Manage caseload to ensure compliance with deadlines and applicable laws and regulations.
• Perform basic legal research and apply the law to specific cases and situations.
• Other administrative tasks, as necessary.

Skills

Attention to detail

Organizational skills

Time management

Interpersonal skills

Empathy and compassion

Team-oriented

Microsoft Word proficiency

Microsoft Excel proficiency

Education

Bachelor’s Degree or Paralegal Certificate

Tools

Microsoft Word

Microsoft Excel

Job description

Legacy Design Strategies in Omaha, Nebraska seeks a Legal Assistant to support trust administration and probate within a busy estate-planning practice. You will manage document preparation, asset inventories, filings, and client communications from initial meetings through final asset distribution.

The role requires solid detail orientation, strong organization, and professional interaction with clients, attorneys, and financial professionals.