Legal Administrative Assistant (Estates & Trusts)

Job Description

Job Description

Offit Kurman is seeking a proactive, detail-oriented Legal Administrative Assistant to support a four-attorney Estates & Trusts practice. The ideal candidate will possess a strong background in probate and trust administration, estate planning support, and trust & estate litigation. This role requires a candidate who can effectively balance litigation support responsibilities with transactional estate planning and trust administration work while providing exceptional client service.

Responsibilities:

• Manage complex calendars, court deadlines, and scheduling for probate, trust litigation, and estate planning matters.

• Prepare, format, proofread, and file litigation documents, including petitions, motions, notices of hearings, pleadings, correspondence, and court-required forms.

• Handle state court e-filing and electronic service for probate and trust litigation matters, ensuring compliance with local court rules and filing procedures.

• Coordinate hearing logistics, maintain hearing calendars, and prepare and file notices of hearings and related court documents.

• Support probate and trust administration matters by preparing fiduciary correspondence, probate pleadings, inventories, accountings, and related documentation.

• Assist with estate planning matters, including assembling and organizing estate planning portfolios, binders, and client deliverables.

• Prepare and coordinate deed transfers, real property conveyance documents, trust funding documentation, and related recording requirements.

• Maintain and organize electronic and physical client files, ensuring accurate document management and matter organization.

• Communicate professionally with clients, beneficiaries, fiduciaries, courts, title companies, financial institutions, and opposing counsel.

• Assist attorneys with trial, mediation, and hearing preparation, including exhibit preparation, hearing binders, witness materials, and case organization.

• Coordinate client meetings, document execution appointments, notarizations, and follow-up communications.

• Support matter intake, conflict checks, and administrative functions as needed.

Qualifications:

• 5+ years of legal administrative experience, preferably within an Estates & Trusts practice.

• Significant experience supporting probate, trust administration, and estate planning matters.

• Strong trust and estate litigation experience, including preparation and filing of probate court pleadings and notices of hearings.

• Experience with state court e-filing systems and electronic service procedures.

• Familiarity with probate court procedures, fiduciary administration, and contested trust and estate matters.

• Experience preparing estate planning portfolios and supporting trust funding efforts.

• Knowledge of deed preparation, recording requirements, and real property transfers.

• Active Notary Public Commission preferred.

• Proficiency with Microsoft Office Suite and legal practice management systems.

• Exceptional organizational skills with the ability to manage multiple attorneys, competing priorities, and deadline-driven work.

• Strong written and verbal communication skills with a professional and client-service-oriented demeanor.

• Ability to work independently while collaborating effectively within a team environment.

Apply now for consideration. Compensation commensurate with experience.