Legal Assistant - Trust Administration & Probate Settlement

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Profit sharing
• Training & development
• Tuition assistance
• Competitive salary
• Paid time off

Legal Assistant - Settlement

Legacy Design Strategies Estate Planning Law Firm

Location: 9859 South 168th Ave. Omaha, NE 68136

Description: Legal Assistant - Trust Administration & Probate

Our firm is committed to providing compassionate and professional legal services to clients navigating the complexities of estate settlement. Were looking for a motivated and detail-oriented legal assistant to work in our trust administration and probate department.

Youll be working closely with a team of paralegals and attorneys assisting in the estate settlement process. You will manage all aspects of trust administration and probate from initial client meetings to final distribution of assets. Duties involve document preparation, asset valuation, supporting clients and beneficiaries as well as working with financial institutions and various county courts.

If youre looking for a meaningful career in the legal field, where you can help families through one of lifes most challenging transitions, we encourage you to apply! Please submit your resume and a brief cover letter.

The position is in the office, Monday - Friday, 8 am - 5 pm.

Responsibilities

• Prepare necessary legal documents, including notices, inventories, and distribution of assets.
• File probate documents with the courts.
• Correspond with financial institutions, clients, beneficiaries, financial advisors, court clerks and attorneys via mail, email, fax and phone.
• Manage all aspects of trust administration from initial client meetings to final distribution of assets.
• Maintain organized client files by scanning and uploading documentation to our CRM as needed while adhering to current systems and procedures.
• Manage caseload to ensure compliance with deadlines and applicable laws and regulations.
• Preform basic legal research and apply the law to specific cases and situations.
• Other administrative tasks, as necessary.

Qualifications

• Bachelors Degree or Paralegal Certificate preferred.
• 2+ years experience in a law firm or an office administrative role is preferred, though we will train a candidate who meets the other qualifications.
• Strong attention to detail, excellent organizational skills, with the ability to manage time and work independently.
• Ability to interact professionally with clients, attorneys, and financial professionals.
• Must be empathetic, patient, and compassionate when working with clients who are navigating the loss of a loved one.
• Collaborative and team-oriented.
• Proficient in Microsoft Word and Excel, comfortable learning and using other technology.

Compensation

$19.25 - $24 hourly

About Legacy Design Strategies

Legacy Design Strategies is an award-winning, mid-sized Estate Planning law firm with 3 offices in the Midwest headquartered in Omaha, Nebraska. Our mission is to help families design, share and preserve their family legacy for future generations, through careful legal planning and lifetime relationships. We offer competitive compensation and benefits, including a 401(k) employer match, paid holidays, PTO, employer-reimbursed health insurance, and bonuses. Join our team today and discover what makes us the Best of Omaha!

Preferred Attributes:

Client-focused with a strong sense of professionalism and confidentiality.

Able to manage multiple projects and deadlines with minimal supervision.

Analytical thinker with strong problem-solving skills.

Comfortable working in a team-oriented environment with high accountability.

Why Join LDS?

Grow your career at the intersection of law, client service, and business development.

Make a meaningful impact on families, business owners, and the community.

Work alongside a supportive, growth-focused team of professionals.

Access ongoing training and development to expand both legal expertise and business development skills.

Play a direct role in shaping the growth and success of a leading estate planning firm.

What We Offer:

Competitive salary plus bonus opportunities, subject to experience

401(k) with immediate vesting and employer match.

Monthly health insurance reimbursement through an Individual Coverage Health Reimbursement Arrangement (ICHRA).

Paid time off (PTO) and firm holidays.

Professional expense reimbursement (bar dues, CLE, and related travel) as applicable.

Collaborative, supportive office environment focused on excellence and growth.

How to Apply:

Please submit your resume, a cover letter outlining your interest and relevant experience, and a list of references available upon request. Applications will be reviewed on a rolling basis until the position is filled.