Legal Assistant-Estate Planning and Probate

Job Description

Job Description

Legal Assistant-Estate Planning and Probate

We are seeking a high-level Legal Assistant for a sophisticated Estate and Tax Planning practice. This role is designed for a proactive professional who thrives in a fast-paced environment and possesses a deep technical understanding of probate procedures and tax documentation. You will provide comprehensive support to a team of attorneys, ensuring the seamless delivery of client services.

Key Responsibilities:

• Advanced Document Production: Draft and refine complex legal documents, including Wills, Trust forms, and various estate planning instruments.
• Tax & Probate Support: Collaborate with attorneys to draft and manage Form 706 and 709 filings, including the preparation of detailed asset lists.
• Client & Case Management: Act as a primary point of contact for clients; manage the full lifecycle of client files from intake to closing.
• Practice Coordination: Handle heavy calendaring for deadlines and appointments, coordinate domestic travel itineraries, and manage court e-filing (State and Federal).
• Administrative Oversight: Oversee monthly billing cycles, enter attorney time, and manage professional correspondence and transcription.

Qualifications:

• Experience: 5+ years of dedicated legal assistant experience, specifically within Estate Planning and Probate.
• Technical Expertise: Strong working knowledge of tax forms (706/709) and probate court procedures.
• Software Proficiency: Advanced skills in MS Office (Word, Excel, Outlook, PowerPoint); must be comfortable with digital filing systems.
• Speed & Accuracy: Typing speed of 80+ wpm with elite proofreading, grammar, and punctuation skills.
• Soft Skills: A self-starter mindset with the ability to maintain absolute confidentiality and work harmoniously within a high-stakes team environment.