Trust & Estates Legal Assistant-Orange County

EverStaff, LLC; Irvine (CA); Hybrid; USD 85,000 - 105,000; Full time

Job summary

EverStaff, LLC is seeking an experienced Legal Assistant to support attorneys specializing in tax, trusts, and estate planning in Irvine, CA. The role emphasizes organization, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Onsite training is provided with a hybrid schedule afterward. The position requires 2+ years supporting attorneys in relevant practice areas and a paralegal certificate is a plus.

Qualifications

• High school diploma or equivalent; an associate degree or higher preferred.
• At least two years supporting attorneys in tax, trusts and estates, or estate planning.
• Strong knowledge of legal document preparation, proofreading, and formatting.
• Excellent organizational, time-management, and communication skills.
• Ability to manage multiple assignments while meeting deadlines.
• Proficiency in Microsoft Office and familiarity with legal document-management systems.
• Paralegal certificate from an accredited program is a plus.

Responsibilities

• Provide administrative support to attorneys, including preparing correspondence, legal documents, and client communications related to estate planning matters.
• Prepare, revise, proofread, and redline legal and transactional documents for accuracy and completeness.
• Communicate professionally with clients regarding estate planning documents and related matters.
• Organize and prepare estate planning document packages and client materials.
• Manage attorney calendars, coordinate meetings, and arrange travel as needed.
• Track important mailings, deliveries, and document transmissions for timely delivery.
• Prepare new client and matter intake materials and assist with opening files.
• Transcribe dictation and prepare documents as requested.
• Coordinate with attorneys and finance personnel regarding vendor payments and expense reports.
• Collaborate with staff to provide backup support and assist with additional tasks.
• Maintain organized, confidential client files and records.

Skills

Organizational skills

Attention to detail

Time management

Communication skills

Ability to work independently

Education

High school diploma

Associate degree preferred

Paralegal certificate a plus

Tools

Microsoft Word

Microsoft Excel

Legal document-management systems

Job description

A well-established law firm is seeking an experienced Legal Assistant to support attorneys practicing in tax, trusts, and estate planning in Irvine, CA. The ideal candidate will have strong organizational skills, excellent attention to detail, and the ability to manage competing priorities in a professional, fast-paced environment. This individual should be proactive, resourceful, and comfortable working independently while collaborating with attorneys and administrative team members. Compensation: $85,000–$105,000, depending on experience and qualifications.

Direct Hire opportunity! Full-time, non-exempt position.

Onsite during the initial training period, with a hybrid work schedule available afterward.

Responsibilities

• Provide administrative support to attorneys, including preparing correspondence, legal documents, and client communications related to estate planning matters.
• Prepare, revise, proofread, and redline legal and transactional documents to ensure accuracy and completeness.
• Communicate professionally with clients regarding estate planning documents and related matters.
• Organize and prepare estate planning document packages and client materials.
• Manage attorney calendars, coordinate meetings, and arrange travel as needed.
• Track important mailings, overnight deliveries, and document transmissions to ensure timely delivery.
• Prepare new client and matter intake materials and assist with opening files.
• Transcribe recorded dictation and prepare documents as requested.
• Coordinate with attorneys and internal finance personnel regarding vendor payments and expense reports.
• Collaborate with other administrative team members to provide backup support and assist with additional tasks as needed.
• Maintain organized, accurate, and confidential client files and records.

Qualifications

• High school diploma or equivalent required; an associate degree or higher is preferred.
• At least two years of experience supporting attorneys in tax, trusts and estates, estate planning, or estate administration.
• Strong knowledge of legal document preparation, proofreading, and formatting.
• Excellent organizational, time-management, and communication skills.
• Ability to manage multiple assignments while maintaining accuracy and meeting deadlines.
• Proficiency in Microsoft Office and familiarity with legal document-management systems.
• Ability to work independently, exercise sound judgment, and handle confidential information professionally.
• A paralegal certificate from an accredited program is a plus.

All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, national origin, sex, gender identity, sexual orientation, disability status, protected veteran status or any other protected status under the law.

EverStaff is an equal opportunity employer (M/F/D/V/SO/GI)