Private Client Trust & Estates Legal Secretary
$40 - $45 per hourBeacon Hill
Salary: USD40 - USD45 per hour Beacon Hill’s client, an AmLaw 200 firm, is seeking an experienced Private Client Trust & Estates Legal Secretary to support attorneys in the Trusts and Estates group in their Los Angeles office. The position involves heavy client contact, scheduling, preparing and organizing billing and file materials, and managing administrative aspects for a busy assignment. Job Details Job Title: Legal Secretary Location: Onsite – Los Angeles, CA 90071 (Downtown Los Angeles) Must be able to work onsite, as the firm will be moving over original documents that will need to be processed Start: ASAP Duration: Open-ended with potential for direct hire Hours: 37.5 hours per week, Monday-Friday Flexibility to work overtime, including occasional weekends, as needed Pay: $40-$45/hour, depending on experience REQUIRED QUALIFICATIONS & EXPERIENCE Prior legal secretarial experience required, knowledge of secretarial procedures, and word processing skills (minimum of 70 wpm) 5+ years of experience in estate planning (PCT&E) preferred *Candidates without PCT&E experience may be considered if they have experience with conflicts screenings, engagement letters, and document/file management, though a strong understanding of related parties in engagement letters is essential Experience initiating conflicts screenings (InTapp experience is a plus) Experience with file management systems for vaulting original documents (FileTrail experience preferred) Experience with time and billing systems and document management systems in a networked environment Experience with Microsoft Office 2013 Strong attention to detail Ability to track multiple projects Ability to multitask and work independently in a fast-paced environment Exceptional client service communication and interpersonal skills required Dependable, responsible, and possess the ability to maintain professionalism when working with all firm personnel Ability to perform repetitive motions (typing and filing), as well as keying in large amounts of data into the computer for extended periods of time Reliable attendance and punctuality required High school diploma or equivalent required; college degree preferred ESSENTIAL DUTIES AND RESPONSIBILITIES Preparing and editing Firm/Client letters, memoranda, and standard Trust and Estate documents Supporting Client needs and recommending approaches that will meet our commitment to the most cost-effective client service Maintaining client and general files (electronic and paper) in an orderly fashion for matters assigned to the attorney or paralegal Utilizing direct time and billing systems to submit attorney/paralegal time to Accounting and preparing client invoices Screening incoming telephone calls, recording messages, or placing appropriate information into the voicemail system Forwarding outgoing documents on a timely basis Coordinating travel arrangements, scheduling of conference rooms, and catering for meetings Receiving visitors and maintaining good public relations with clients and retaining confidentiality of attorney-client relationship Maintaining open communication with attorney and/or paralegal assigned to and other team members regarding the status and quality of all work in progress Arranging for assistance from administrative staff departments (document processing, photocopy, facsimile, mailroom personnel, and accounting) as necessary to complete work assigned Acting as backup to other module team members to support additional attorneys or paralegals when necessary Maintaining attorney CLE compliance records in conjunction with CLE coordinator Processing expenses for attorneys/paralegals, utilizing Firm standard software Acting as liaison for new attorneys in the onboarding process by conducting orientation on Firm/departmental procedures Performing other duties as assigned at the request of the Manager, attorneys, and/or paralegals #J-18808-Ljbffr Beacon Hill
- Beacon Hill’s client, an AmLaw 200 firm, seeks an experienced Private Client Trust & Estates Legal Secretary to support attorneys in the Trusts and Estates group in Los Angeles. The role involves heavy client contact, scheduling, and managing administrative tasks for a...Private client
$100k - $125k
Withers is looking for a skilled paralegal to join their Private Client & Tax team in Los Angeles. This role involves managing estate and trust administrations, drafting tax returns, and working on real estate matters. Ideal candidates have 3-7 years of experience, knowledge...Private client$185k - $230k
Trust, Estate, and Inheritance Dispute (TEID) OverviewWithers is top ranked for trust and succession... ...and completely committed to their clients and put their best interests at the heart... ...matters. The team excels at resolving private wealth disputes, including taking matters...Private clientWork at officeLocal areaRemote workWeekend workAfternoon shift3 days per week$100k - $125k
Overview Private Client and Tax Division. Today, we are the only truly... ...and consolidation of older trusts. We also assist them in complying... ...and international tax, estate planning, succession and mental... ...Coordinate filings with Secretaries of State and other agencies...Private clientWork at officeLocal area- BCG Attorney Search is seeking a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Los Angeles. You will work with two partners on significant multi-line and multi-generational client matters, advising family offices...Private clientPrivate practice
$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families. This role requires management of tax engagements, strong leadership, and proactive communication with clients...Private client- ...Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Los Angeles. The role involves working with two... ...leadership and team management skills. Proficiency in legal research and writing. Benefits Medical, dental, and vision...Private clientPrivate practiceFlexible hoursShift work
$110k - $210k
...strategies anywhere. Services include Business, Individual, State & Local tax, R&D Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office locations, you will work alongside an integrated team of seasoned CPAs...Private clientWork at officeLocal areaRemote work- ...over 600 attorneys and professionals in Los Angeles is seeking an experienced Legal Administrative Assistant to support its busy Trusts & Estates Practice Group. This role demands strong client service, organization, and the ability to manage multiple priorities in a...
$350k
...Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide. The attorney filling...Private clientPrivate practiceWork at officeFlexible hoursShift work$300k
...Angeles (Century City) seeks a Private Wealth Counsel with at least 6 years of high-net-worth estate planning experience and California... ...and family offices, trust administration, probate filings... ...candidates thrive in a fast-paced, client-facing environment and can own...- ...Overview Our clients, ranging from boutiques to large firms, seek Estate Planning attorneys to handle matters related to design/draft/implement estate plans and... ...of their estate and tax planning. Experience with trust administration; participate in drafting wills and trusts...
- Withers is seeking a highly motivated associate to join its Trust, Estate, and Inheritance Dispute (TEID) team. This role is ideal for a self... ...supporting sophisticated matters for high-net-worth and ultra-high-net-worth clients across California. #J-18808-Ljbffr Withers
- BCG Attorney Search is seeking a Private Client Associate for its Los Angeles, California office. The ideal candidate will have expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. You will be responsible for...Private clientWork at office
$300k
Considine Search is looking for a partner-level Trust & Estate Litigation attorney in Los Angeles, CA. The role requires in-depth knowledge of trust and estate law, with a focus on litigation procedures and tactics. Ideal candidates will have experience representing high...$170k - $215k
Probate Trust & Estate Attorney job at Career Consulting Partners. Los Angeles... ...recognized as a leader in Private Wealth Disputes in the "... ...and related issues. Conduct legal research, draft pleadings, motions... ...legal documents. Represent clients in court appearances,...Worldwide$90k - $110k
...Actively seeking a Trusts & Estates Paralegal for a HYBRID and Full-Time Position . The right candidate will have 5+ years of Legal Research or Paralegal experience, with expertise in California... ...tasks Communicate with clients and professional advisors relating to...Full timeWork at officeLocal areaMonday to Friday- DescriptionA prestigious 20+ attorney trust and estate firm located in Century City is currently seeking an attorney with over 6 years of experience in California Civil Litigation. Some experience in probate litigation is preferred but not required. Specializing in high...Temporary workLocal areaRemote workWork from home3 days per week
$90k - $110k
...Paralegal – Trust and EstateOffice Location: Los AngelesReports To... ...ExemptPosition Summary:The Trust and Estates Paralegal is familiar with... ...and probate laws, drafts legal documents, assists in discovery... ...administration tasksCommunicate with clients and professional advisors...Full timeWork at officeLocal areaFlexible hours$90k - $110k
...including petitions, orders, and related filings Assist with trust administration and estate planning matters, including drafting basic estate... ...preparation software required Hire Options Inc. and its clients are equal opportunity employers. Pursuant to local ordinances...Work at officeLocal area- Round Hill Search partners with a premier trusts & estates firm in Los Angeles to identify an experienced Trusts & Estates litigator ready... ...This is a rare, high-impact opportunity with high-net-worth clients and complex disputes. You will own complex matters, mentor junior...
- Transition Global seeks a Senior Trusts & Estates Attorney for our Los Angeles, Orange County, or San Francisco offices. The role focuses on sophisticated estate planning for high-net-worth individuals, drafting trusts, and managing trust administration from start to finish...
- ...to provide high-level consulting and compliance support for estate, gift, and trust tax matters. The ideal candidate will have deep expertise... ...navigating complex tax challenges for ultra-high-net-worth clients. The role requires a CPA or JD, a minimum of 5 years of experience...
- ...Klapach, P.C. in Sherman Oaks (hybrid schedule) is seeking a seasoned Trusts & Estates Attorney to handle sophisticated planning for high-net-worth individuals and families. This role offers autonomy, client contact, and partnership-track potential in a boutique firm with...
$250k
Jobot is seeking a Trusts & Estates Litigation Attorney for a hybrid remote role based in Century City/Los Angeles. The attorney will handle... ...litigation, and fiduciary duty disputes for a high-net-worth client base. Requirements include active California Bar admission...Remote job$250k - $300k
...leading law firm in Los Angeles seeks a highly experienced Senior Trusts and Estates Attorney to join its team. The role requires over 10 years of... ...planning for high-net-worth individuals. This position is client-facing, involving the drafting of advanced estate planning...$150k - $160k
A growing financial advisory firm seeks a Trust Officer to manage fiduciary duties for a portfolio of complex trust and estate relationships. Responsibilities include the onboarding... ...fiduciary contact for high-net-worth clients. The ideal candidate has 7-10 years in trust...- Job OverviewA law firm seeks a Senior Estates and Trusts Attorney in Los Angeles, CA. This role offers an opportunity... ..., and business owners, providing expert legal advice and innovative planning strategies. Duties Advise clients on estate, gift, and generation-skipping...
$175k - $300k
Offit Kurman is seeking a seasoned estate planning attorney with 10+ years of experience... ...to serve middle-income and high-net-worth clients from our Los Angeles area office. The ideal... ..., and adept at advising on irrevocable trusts, ILITs, SLATs and GRATs. Willingness to travel...Work at office- ...Kurman, a growing full-service Am Law 200 firm, seeks a Senior Trusts & Estates Attorney for our Los Angeles office. This role serves high-... ...IDGTs, SLATs, charitable trusts) and oversee administration, building trusted client relationships #J-18808-Ljbffr Offit KurmanWork at office
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