Legal Assistant (Trusts and Estates)

Overview: Our client, a solo practitioner in the field of Trusts and Estates law, is seeking a Legal Assistant with experience in Trusts and Estates matters. This position offers an exciting opportunity to join a small but growing practice and contribute to its success. The ideal candidate will have strong organizational skills and the ability to manage multiple tasks while providing exceptional support to attorneys.

Key Responsibilities:

• Assist with drafting, formatting, and filing estate planning documents and legal pleadings.
• Manage and maintain physical and electronic client files, ensuring accuracy and organization.
• Assist with Estate and Trust funding, including the transfer of assets.
• Communicate effectively with clients, attorneys, and other professionals involved in the process.
• Schedule meetings, answer phone calls, and provide general administrative support.
• Enter attorney time into the billing system and assist with billing processes.

Desired Skills and Experience:

• 3 years of legal assistant or legal secretary experience, specifically within Trusts and Estates.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Excellent organizational, communication, and interpersonal skills.
• Ability to work well in a team-oriented environment.
• Experience with Trusts and Estates law is required.

Preferred Qualifications:

• Bilingual (Spanish) is a plus.
• Notary Public certification is a plus.
• Paralegal certificate is a plus.

Benefits:

• Competitive salary based on experience.
• Health care premium contribution.
• Paid time off.

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