Trust & Estate Legal Assistant

City Personnel; Warwick (RI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Extended interview hours

Job summary

City Personnel in Rhode Island is seeking a Trust & Estate Legal Assistant to support both estate planning and estate administration, with opportunities to grow across the full scope of trust and estates work.

The position is direct hire, offering a $60,000-$70,000 salary, Monday–Friday hours, and hands-on exposure to drafting wills and trusts, probate filings, and client meetings, with close collaboration with attorneys and financial institutions.

Qualifications

• Familiarity with wills, trusts, probate procedures and related documents.
• Strong organizational skills with high attention to detail.
• Excellent written and verbal communication with clients and attorneys.
• Proficiency in Microsoft Office (Word and Excel).

Responsibilities

• Draft and prepare estate planning documents, including wills and trusts.
• Assist with estate and trust administration, including probate filings and asset transfers.
• Prepare documents for client meetings, closings, and court filings.
• Track deadlines and administrative timelines on active matters.
• Coordinate with attorneys, clients, financial institutions, and court personnel.

Skills

Written communication

Verbal communication

Organizational skills

Attention to detail

Tools

Microsoft Office

Job description

Are you an experienced trust and estates professional looking for a role where you can grow across both estate planning and estate administration? Our client, a well-established practice in RI, is looking for a Trust & Estate Legal Assistant to support both practice areas. Whether your background is stronger in one area than the other, this is a great opportunity to build well-rounded experience across the full scope of trust and estates work.

Compensation & Highlights:

• $60,000-$70,000, based on experience
• Monday-Friday
• Hands-on exposure to both estate planning and estate administration
• Direct Hire/Permanent Position

Responsibilities of the Trust & Estate Legal Assistant:

• Draft and prepare estate planning documents, including wills, trusts, and powers of attorney.
• Assist with estate and trust administration, including probate filings and asset transfers.
• Prepare and organize documents for client meetings, closings, and court filings.
• Track deadlines, filings, and administrative timelines across active estate and trust matters.
• Coordinate directly with attorneys, clients, financial institutions, and court personnel.

Qualifications of the Trust & Estate Legal Assistant:

• Familiarity with wills, trusts, probate procedures, and related legal documents.
• Strong organizational skills with close attention to detail and accuracy.
• Excellent written and verbal communication skills for client and attorney interaction.
• Proficiency with Microsoft Office, including Word and Excel.

Please note: City Personnel offers extended interview hours from 7 am-7 pm upon request.