Trusts & Estates Private Client Assistant (Hybrid)

Prosum; Los Angeles (CA); Hybrid; USD 100,000 - 110,000; Full time

Job summary

Prosum is hiring a Private Client Legal Assistant (Trusts & Estates) in Los Angeles, CA, offering a hybrid work arrangement (3 days onsite). The role supports attorneys with high-net-worth client service, estate planning document preparation, and calendar/billing coordination.

The ideal candidate has 5+ years in Trusts & Estates, estate planning experience, and notary certification or willingness to obtain one. Prosum values discretion, organization, and client-focused professionalism.

Qualifications

• Minimum 5+ years of Trusts & Estates experience.
• Estate planning experience required.
• Notary Public certification or willingness to obtain.

Responsibilities

• Serve as a primary contact for high-net-worth and high-profile clients.
• Coordinate meetings, calls, and travel logistics.
• Prepare, format, and proofread estate planning documents (wills, trusts, powers of attorney).
• Draft and edit correspondence and standard legal documents.
• Manage attorney calendars, deadlines, and deliverables.
• Track estate planning timelines and key filings.
• Assist with time entry and billing processes.
• Organize trust records, tax filings, and asset documentation.
• Support multiple attorneys or within a team structure.

Skills

Attention to detail

Discretion with confidential info

Client-focused

Communication skills

Education

Notary Public certification

Tools

Microsoft Office

Legal/billing software

Job description

Prosum is hiring a Private Client Legal Assistant (Trusts & Estates) in Los Angeles, CA, offering a hybrid work arrangement (3 days onsite). The role supports attorneys with high-net-worth client service, estate planning document preparation, and calendar/billing coordination.

The ideal candidate has 5+ years in Trusts & Estates, estate planning experience, and notary certification or willingness to obtain one. Prosum values discretion, organization, and client-focused professionalism.