ESTATE PLANNING LEGAL ADMINISTRATIVE ASSISTANT

Job Description

Job Description

Estate Planning Legal Administrative Assistant

Location: Houston, TX
Experience: 2+ years

Our client, a well-established full-service regional law firm, is seeking an Estate Planning Legal Administrative Assistant to join its Estate Planning practice in Houston. This opportunity is ideal for a polished, detail-driven legal professional who enjoys direct client contact and handles sensitive information with discretion.

What You'll Work On:

• Support an Estate Planning Partner and serve as a primary point of contact for clients
• Prepare, revise, and finalize wills, trusts, powers of attorney, and related estate planning documents
• Coordinate document execution, including witnesses, notaries, and client signing events
• Manage confidential client intake, profiles, deadlines, and follow-up items
• Organize asset-related documentation, including account information, property lists, and beneficiary designations
• Handle calendars, scheduling, meetings, and travel arrangements
• Create, proof, and edit complex documents with meticulous attention to detail
• Support time entry, billing, and general administrative tasks

What We're Looking For:

• Minimum 2 years of experience supporting an attorney in a private law firm or in-house legal department
• Estate planning or probate experience strongly preferred
• Bachelor's degree preferred, ideally in Business or Finance
• Comfort working with financial documents, asset lists, and client data
• Superior organizational skills and exceptional accuracy
• Excellent written and verbal communication skills
• High level of professionalism, discretion, and client-service orientation
• Ability to work independently, anticipate needs, and manage multiple priorities

Why This Role Stands Out:

• Work directly with a Partner in a dedicated Estate Planning practice
• A client-facing role with real ownership of the client relationship
• A people-first culture and meaningful work

Benefits:
Competitive compensation and a comprehensive benefits package, including health, dental, vision, life, and disability coverage and a 401(k).

If you're an organized, client-focused legal professional looking to grow with a respected estate planning practice, we'd love to hear from you.