Trusts & Estates Legal Assistant: Detail-Driven Support

DarrowEverett LLP; Boca Raton (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

DarrowEverett LLP in Boca Raton seeks a Trusts & Estates Legal Assistant to support our Trusts & Estates Practice Group. The ideal candidate is highly organized, detail-oriented, and possesses excellent written and verbal communication, with the ability to manage multiple priorities in a fast-paced environment while keeping information confidential.

You will prepare and format estate planning and probate documents, coordinate client meetings, maintain files, monitor deadlines, and assist

Qualifications

• 2–5 years’ experience as a legal assistant or in a similar role, preferably in trusts and estates.
• Familiarity with estate planning, probate, guardianships, and fiduciary matters preferred.
• Associate degree or equivalent professional experience preferred.
• Strong knowledge of legal terminology and document preparation.

Responsibilities

• Assist attorneys and paralegals with trust and estate administration matters.
• Prepare, proofread, format, and revise estate planning and probate documents.
• Draft routine legal documents, affidavits, notices, and powers of attorney.
• Coordinate client meetings and prepare necessary correspondence and materials.
• Maintain and organize physical and electronic client files with confidentiality.
• Monitor deadlines and assist with filings in probate and guardianship matters.
• Support with research on trusts, estates, and fiduciary regulations.
• Collaborate with attorneys, paralegals, and staff on projects.

Skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Time management

Client service

Education

Associate degree or equivalent experience

Tools

Microsoft Office Suite

Legal document management systems

Court e-filing systems

Job description

DarrowEverett LLP in Boca Raton seeks a Trusts & Estates Legal Assistant to support our Trusts & Estates Practice Group. The ideal candidate is highly organized, detail-oriented, and possesses excellent written and verbal communication, with the ability to manage multiple priorities in a fast-paced environment while keeping information confidential.

You will prepare and format estate planning and probate documents, coordinate client meetings, maintain files, monitor deadlines, and assist