Trusts & Estates Legal Assistant

• Provide day-to-day administrative and legal support to an assigned attorney.
• Prepare, format, proofread, and edit legal documents, correspondence, and client communications.
• Assist with the preparation of estate planning documents, including wills, trusts, powers of attorney, and related legal instruments.
• Support probate and estate administration matters, including preparation of filings, correspondence, and supporting documentation.
• Assist with trust administration and the organization and maintenance of estate and trust records.
• Help coordinate estate planning and business succession matters, including the preparation and organization of related documents.
• Maintain electronic client files, correspondence, legal documents, and closing or estate planning binders.
• Manage attorney calendars, schedule client meetings and conference calls, and monitor important deadlines.
• Communicate professionally with clients, family members, financial advisors, accountants, and other outside professionals.
• Coordinate document execution, signature packets, and follow-up on outstanding documents.
• Assist with court filings, e-filing, and other administrative requirements associated with probate matters.
• Review and process client billing, prebills, invoices, and expense reimbursements.
• Handle general administrative responsibilities, including travel arrangements, expense reports, and meeting coordination.
• Maintain confidentiality and exercise sound judgment when handling sensitive financial, family, and legal information.

• 5+ years of experience as a Legal Assistant, Legal Secretary, or similar legal support professional.
• Prior experience in a law firm environment is required.
• Trusts & Estates, Probate, Estate Planning, or Tax practice experience is strongly preferred.
• Experience supporting a partner or senior-level attorney is a plus.
• Strong working knowledge of legal terminology, document preparation, and law firm procedures.
• Excellent proofreading, grammar, and written communication skills.
• Ability to manage multiple assignments, anticipate attorney needs, and meet deadlines.
• Professional demeanor and confidence interacting with clients and outside professionals.
• Ability to work independently while also functioning as part of a collaborative team.

• Proficiency in Microsoft Office, including Word, Outlook, Excel, and PowerPoint.
• Experience with legal document management and billing systems.
• Familiarity with electronic court filing systems and document production.
• Strong typing, formatting, and document editing skills.
• Ability to learn new software and technology quickly.

• 401(k) with a 5% company match.
• Paid parking or public transportation subsidy.
• Three weeks of paid vacation annually, increasing with tenure, plus 10 paid holidays.
• Paid parental leave.
• Medical, dental, and vision insurance with 100% of employee premiums paid by the company.
• Health Savings Account (HSA) with employer contributions.