Legal Administrative Assistant (Trust & Estates)
Offit Kurman, P.A.
Job Description
Job Description
Offit Kurman, a growing Am Law 200 law firm, is seeking an experienced and detail-oriented Legal Administrative Assistant to support our Trusts & Estates practice in our New York City office. This role is ideal for a highly organized professional who thrives in a fast-paced legal environment and enjoys providing exceptional support to attorneys and clients.
Responsibilities- Provide comprehensive administrative support to multiple Trusts & Estates attorneys.
- Manage complex attorney calendars, coordinate meetings, conference calls, travel arrangements, and client appointments.
- Prepare, proofread, edit, and format legal documents, correspondence, and client communications.
- Draft and assemble estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, living wills, certifications of trust, and related documents.
- Prepare execution copies, coordinate document signings, and ensure proper witnessing and notarization.
- Assemble estate planning portfolios, client binders, and closing books.
- Assist with probate and estate administration matters, including preparing court filings and supporting documentation.
- Coordinate electronic court filings and maintain organized electronic and physical client files.
- Monitor deadlines, manage multiple priorities, and provide ongoing matter management support.
- Assist with attorney time entry, billing, expense reports, and other administrative tasks.
- Communicate professionally with clients, courts, financial institutions, and outside professionals while delivering exceptional client service.
- Maintain strict confidentiality when handling sensitive client and firm information.
- 3+ years of legal administrative experience supporting a Trusts & Estates, Estate Planning, Probate, or Elder Law practice.
- Experience preparing estate planning documents, including wills, trusts, powers of attorney, and related planning documents.
- Working knowledge of probate procedures, estate administration, and court filing processes preferred.
- Experience supporting multiple attorneys in a law firm environment.
- Advanced proficiency with Microsoft Office Suite, particularly Word and Outlook, including legal document formatting.
- Experience with legal document management and billing software; familiarity with probate e-filing systems is a plus.
- Excellent organizational, time management, and multitasking skills with exceptional attention to detail.
- Strong written and verbal communication skills with a client-focused approach.
- Ability to work independently, prioritize competing deadlines, and adapt in a fast-paced environment.
- Professional, dependable, and committed to maintaining the highest level of confidentiality.
Apply now for consideration. Compensation is commensurate with experience.
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