Legal Assistant - Probate, Trust & Estate

Job Description

Job Description

We're seeking an experienced Probate, Trust & Estate Legal Assistant to join a sophisticated Orange County legal practice. This is an excellent opportunity for a polished, client-focused legal professional who enjoys working closely with senior attorneys and supporting high-net-worth and ultra-high-net-worth clients.

What You'll Do

• Serve as a key point of contact for clients and provide exceptional client service.

• Manage attorney calendars, appointments, meetings, and travel.

• Prepare, proofread, and finalize estate planning documents and correspondence.

• Assist with probate filings, trust administration, estate planning binders, and client deliverables.

• Coordinate signings, notary appointments, meetings, and other client events.

• Track deadlines, court dates, and important matter milestones.

• Maintain organized electronic and physical files using NetDocs .

• Communicate with courts, beneficiaries, financial institutions, advisors, and other professional contacts.

• Handle sensitive family, financial, and estate information with a high level of discretion.

• Provide day-to-day administrative and attorney support in a fast-paced environment.

What We're Looking For

• 5+ years of legal assistant experience in probate, trust & estate planning.

• Strong knowledge of probate, trust administration, and estate planning processes.

• Excellent Microsoft Word and Excel skills.

• Experience supporting senior attorneys or executives preferred.

• Strong client-service and communication skills.

• Experience working with high-net-worth or ultra-high-net-worth clients is a major plus.

• Familiarity with NetDocs or similar document management systems preferred.

• Highly organized, detail-oriented, professional, and able to work independently.

• Strong judgment and discretion when handling confidential information.

Compensation

• $38-$46/hour

• Approximately $79,000-$96,000 annually

This is a non-exempt, overtime-eligible position .

\nCompany Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.