Trust and Estates Legal Assistant

LHH; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Firm-paid medical insurance

$250/month HSA contribution

Profit-sharing

Discretionary year-end bonus

Monthly staff activities & wellness programs

Job summary

A legal services firm in Houston is seeking an experienced Trust & Estates Legal Secretary to provide essential support in an estate planning and probate practice. The role includes preparing legal documents, managing attorney calendars, and assisting with court submissions. Candidates should have strong legal administrative experience, proficiency in MS Office, and excellent proofreading skills. This full-time position offers competitive benefits, including firm-paid medical insurance and profit-sharing from Day 1.

Qualifications

• 5+ years of legal administrative experience preferred.
• Strong understanding of estate planning documents required.
• High professionalism, discretion, and client service.
• Proficiency in MS Office (Word, Outlook, Excel).
• Experience with legal billing systems.

Responsibilities

• Provide direct administrative and legal support to attorneys.
• Prepare and format estate planning documents.
• Assist with probate filings and court submissions.
• Manage attorney calendars and deadlines.
• Handle billing and invoicing tasks.
• Organize and maintain physical and electronic files.
• Coordinate meetings and travel arrangements.
• Maintain confidentiality while working with sensitive client informationEnsure accuracy through strong proofreading and document review skills

Skills

Recent Trusts & Estates legal secretary experience

Strong understanding of estate planning documents

Proficiency in MS Office (Word, Outlook, Excel)

Strong proofreading and document formatting skills

High level of professionalism

Client service skills

Ability to manage multiple attorneys and competing priorities

Tools

Legal billing systems

Legal billing systems

Job description

We are seeking an experienced Trust & Estates Legal Secretary to support an estate planning and probate practice. This is a full-time opportunity offering strong attorney interaction, a collaborative environment, and meaningful client support work.

Key Responsibilities:

• Provide direct administrative and legal support to Trusts & Estates attorneys
• Prepare, and format estate planning documents (wills, trusts, powers of attorney, directives, etc.)
• Assist with probate filings, court submissions, and correspondence
• Manage attorney calendars, deadlines, and client communication
• Handle billing: pre-bills, edits, time entry follow-up, and invoicing
• Organize and maintain physical and electronic files
• Coordinate meetings, scheduling, travel, and general administrative support
• Maintain confidentiality while working with sensitive client informationEnsure accuracy through strong proofreading and document review skills

Qualifications:

• Recent Trusts & Estates legal secretary experience required
• Strong understanding of estate planning documents
• 5+ years of legal administrative experience (preferred)
• Proficiency in MS Office (Word, Outlook, Excel)
• Experience with legal billing systems
• Strong proofreading and document formatting skills
• High level of professionalism, discretion, and client service
• Ability to manage multiple attorneys and competing priorities

Why This Role:

• True team collaboration — attorneys and staff work seamlessly together
• Stable practice with low turnover and consistent workflow
• Firm-paid medical insurance + $250/month HSA contribution from Day 1
• Profit-sharing from Day 1
• Discretionary year-end bonus
• Monthly staff activities & wellness programs

If you’re an experienced Trust & Estates legal professional looking for a stable, respectful firm where you can make a meaningful impact, we’d love to speak with you.