Trusts and Estates Legal Assistant

Connell Foley LLP; Roseland (NJ); On-site; USD 52,000 - 72,000; Full time

Job summary

Connell Foley LLP in Roseland, NJ, seeks a Trusts and Estates Legal Assistant. This full-time, on-site role supports attorneys by preparing and organizing wills, trusts, powers of attorney, and estate materials, while managing case files and deadlines.

You will coordinate meetings, assist with client communications, and ensure proper execution and filing of documents, drawing on strong attention to detail and professional discretion.

Qualifications

• Proven experience supporting trusts and estates matters.
• Drafting and reviewing wills, trusts, and related documents.
• Excellent written and verbal communication.
• Strong organizational and calendar management skills.
• Experience with legal document preparation and filing.
• Proficiency with MS Office and practice management software.

Responsibilities

• Prepare and organize legal documents for trusts and estates cases.
• Maintain case files, calendars, and deadlines.
• Coordinate meetings with clients and attorneys; track filings.
• Assist with client communications and data entry.
• Collaborate with team to ensure efficient case management.

Skills

Attention to detail

Excellent communication

Strong organizational skills

Team collaboration

Tools

Microsoft Office

Legal practice management software

Job description

Company Description

Connell Foley LLP, founded in 1938, is a respected law firm known for its commitment to clients, employees, and the community while upholding the highest ethical standards. Built on principles of teamwork, service, and loyalty, the firm aligns its success with that of its clients and fosters long-term, trust-based relationships. Connell Foley maintains a strong dedication to pro bono work, supporting individuals who lack resources for legal representation and promoting fair access to justice. The firm's culture emphasizes community engagement through public service, volunteering, and active participation in civic, educational, and charitable organizations. Team members are encouraged to invest their skills and time in mentorship, teaching, and broader social service initiatives.

Role Description

The Trusts and Estates Legal Assistant is a full-time, on-site position based in Roseland, NJ. This role supports attorneys in the Trusts and Estates practice by preparing and organizing legal documents, including wills, trusts, powers of attorney, and estate administration materials. Daily responsibilities include managing case files, maintaining calendars, coordinating meetings, tracking deadlines, and assisting with client communications. The legal assistant will help gather and organize financial and personal information from clients, prepare correspondence and court filings, and ensure documents are properly executed and filed. The role also involves general administrative support such as data entry, maintaining electronic and physical records, and collaborating with other team members to facilitate efficient case management.

Qualifications

• Strong foundation in Law and understanding of Trusts and Estates principles, with experience supporting Legal Assistants or similar roles.
• Proficiency in Legal Document Preparation, including drafting, formatting, and reviewing wills, trusts, and related estate documents.
• Excellent Communication skills, both written and verbal, with the ability to interact professionally with clients, attorneys, and court personnel.
• Demonstrated Administrative Assistance skills, including file management, scheduling, data entry, and handling confidential information with discretion.
• Prior experience in a law firm or legal environment, particularly in Trusts and Estates, is strongly preferred.
• High attention to detail, strong organizational abilities, and capacity to manage multiple matters and deadlines.
• Proficiency with legal practice management software and Microsoft Office (Word, Excel, Outlook).