Trust & Estates Legal Assistant

dfwHR; Dallas (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Profit Sharing 401(k)

Paid parking or mass transit subsidy

Three weeks of vacation with tenure

10 paid holidays

Healthcare and wellness plans

HSA with employer contributions

Life insurance

Accidental death and dismemberment

Paid short-term and long-term disabled

Job summary

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

The firm offers a professional, collaborative environment, excellent benefits, long-term stability, and the opportunity to work alongside experienced attorneys. Role involves supporting one attorney with estate planning, probate, and related matters; managing calendars and deadlines; maintaining files; and coordinating meetings and document workflows.

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 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 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

Strong organizational skills

Attention to detail

Professional written and verbal comms

Ability to work independently

Deadline management

Tools

Microsoft Office Suite

Document management systems

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 preferredStrong 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