Trust & Estates Legal Assistant

Frontline Source Group; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Profit Sharing 401(k)

Parking or transit subsidy

Vacation days (3+)

10 paid holidays

Healthcare plans

HSA contributions

Life insurance

AD&D insurance

Disability insurance

Job summary

Frontline Source Group in Dallas, TX seeks a Trust & Estates Legal Assistant for an in-office direct-hire role. You will provide day-to-day administrative and legal support to one attorney within the Trust & Estates practice, assisting with estate planning, probate, and related matters.

Ideal candidates have 1–3 years of relevant legal experience, strong document management, and proficiency with Microsoft Office and legal document systems.

Qualifications

• Prior law firm or comparable legal experience required.
• Trust & Estates experience required or strong Probate experience would be considered.
• Approximately 1 to 3 years of relevant experience may be sufficient.
• Experience supporting estate planning, probate, wills, trusts, estate administration, or related matters preferred.
• Strong document and file management skills.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Strong organizational skills and attention to detail.
• Professional written and verbal communication skills.
• Ability to work independently, manage deadlines, and provide proactive support.
• Ability to handle confidential and sensitive information appropriately.

Responsibilities

• Provide day-to-day administrative and legal support to one attorney.
• Assist with estate planning, probate, and related matters.
• Prepare, revise, organize, and maintain legal documents and correspondence.
• Coordinate client meetings, document execution, appointments, and matter-related activities.
• Manage attorney calendars, deadlines, and follow-up items.
• Communicate professionally with clients regarding scheduling, documents, and administrative matters.
• Maintain organized physical and electronic client files.
• Scan, profile, index, and save documents within the firm's document management systems.
• Assist with the organization, maintenance, and storage of original estate planning documents.
• Maintain accurate records relating to original and executed client documents.
• Prepare correspondence and transmittal materials as needed.
• Handle confidential and sensitive client information with discretion.
• Proactively keep matters organized and moving forward.

Skills

Law firm experience

Trusts & Estates experience

Document management

Microsoft Office

Organizational skills

Written & verbal communication

Independent work

Confidential handling

Tools

Legal document management systems

Outlook

Word

Excel

PowerPoint

Job description

Trust & Estates Legal Assistant Our client in Dallas, Texas is seeking a Trust & Estates Legal Assistant for a Direct Hire opportunity. This is an in-office position.

Client Profile

Established full-service law firm with a sophisticated Trust & Estates practice and a strong reputation in the Texas legal market. The firm offers a professional, collaborative environment, excellent benefits, long-term stability, and the opportunity to work alongside experienced attorneys.

Trust & Estates Legal Assistant Role

• Provide dedicated day-to-day administrative and legal support to one attorney within the Trust & Estates practice
• Assist with estate planning, probate, and related Trust & Estates matters
• Prepare, revise, organize, and maintain legal documents and correspondence
• Coordinate client meetings, document execution, appointments, and matter-related activities
• Manage attorney calendars, deadlines, and follow-up items
• Communicate professionally with clients regarding scheduling, documents, and administrative matters
• Maintain organized physical and electronic client files
• Scan, profile, index, and save documents within the firm's document management systems
• Assist with the organization, maintenance, and storage of original estate planning documents
• Maintain accurate records relating to original and executed client documents
• Prepare correspondence and transmittal materials as needed
• Handle confidential and sensitive client information with discretion
• Proactively keep matters organized and moving forward

Trust & Estates Legal Assistant Background Profile

• Prior law firm or comparable legal experience required
• Trust & Estates experience required or strong Probate experience would be considered
• Approximately 1 to 3 years of relevant experience may be sufficient
• Candidates do not need to have spent their entire legal career within Trust & Estates if they have meaningful experience supporting the practice area
• Experience supporting estate planning, probate, wills, trusts, estate administration, or related matters preferred
• Strong document and file management skills
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint
• Experience with legal document management systems preferred
• Strong organizational skills and attention to detail
• Professional written and verbal communication skills
• Ability to work independently, manage deadlines, and provide proactive support
• Ability to handle confidential and sensitive information appropriately

Features

• Profit Sharing 401(k)
• Paid parking or mass transit subsidy
• Three weeks of vacation with additional vacation based on tenure
• 10 paid holidays
• Healthcare and wellness plans
• HSA with employer contributions
• Life insurance
• Accidental death and dismemberment insurance
• Paid short-term and long-term disability