Trust and Estates Legal Assistant

We are seeking an experienced Trust & Estates Legal Secretary to support an estate planning and probate practice. This is a full-time opportunity offering strong attorney interaction, a collaborative environment, and meaningful client support work.

Key Responsibilities:

• Provide direct administrative and legal support to Trusts & Estates attorneys

• Prepare, and format estate planning documents (wills, trusts, powers of attorney, directives, etc.)

• Assist with probate filings, court submissions, and correspondence

• Manage attorney calendars, deadlines, and client communication

• Handle billing: pre-bills, edits, time entry follow-up, and invoicing

• Organize and maintain physical and electronic files

• Coordinate meetings, scheduling, travel, and general administrative support

• Maintain confidentiality while working with sensitive client information

• Ensure accuracy through strong proofreading and document review skills

Qualifications:

• Recent Trusts & Estates legal secretary experience required

• Strong understanding of estate planning documents

• 5+ years of legal administrative experience (preferred)

• Proficiency in MS Office (Word, Outlook, Excel)

• Experience with legal billing systems

• Strong proofreading and document formatting skills

• High level of professionalism, discretion, and client service

• Ability to manage multiple attorneys and competing priorities

Why This Role:

• Warm, respectful, no‑ego environment

• True team collaboration — attorneys and staff work seamlessly together

• Stable practice with low turnover and consistent workflow

Compensation & Benefits:

• Paid parking

• Firm-paid medical insurance + $250/month HSA contribution from Day 1

• Firm-paid dental

• Profit-sharing from Day 1

• Discretionary year-end bonus

• Monthly staff activities & wellness programs

• Supportive, inclusive, no‑ego environment

If you’re an experienced Trust & Estates legal professional looking for a stable, respectful firm where you can make a meaningful impact, we’d love to speak with you.