Legal Administrative Assistant (Estates & Trusts)

Responsibilities

• Manage complex calendars, court deadlines, and scheduling for probate, trust litigation, and estate planning matters.
• Prepare, format, proofread, and file litigation documents, including petitions, motions, notices of hearings, pleadings, correspondence, and court-required forms.
• Handle state court e-filing and electronic service for probate and trust litigation matters, ensuring compliance with local court rules and filing procedures.
• Cook up hearing logistics, maintain hearing calendars, and prepare and file notices of hearings and related court documents.
• Support probate and trust administration matters by preparing fiduciary correspondence, probate pleadings, inventories, accountings, and related documentation.
• Aid with estate planning matters, including assembling and organizing estate planning portfolios, binders, and client deliverables.
• Prepare and coordinate deed transfers, real property conveyance documents, trust funding documentation, and related recording requirements.
• Maintain and organize electronic and physical client files, ensuring accurate document management and matter organization.
• Communicate professionally with clients, beneficiaries, fiduciaries, courts, title companies, financial institutions, and opposing counsel.
• Aid attorneys with trial, mediation, and hearing preparation, including exhibit preparation, hearing binders, witness materials, and case organization.
• Cook up client meetings, document execution appointments, notarizations, and follow-up communications.
• Support matter intake, conflict checks, and administrative functions as needed.

Qualifications

• 5+ years of legal administrative experience, preferably within an Estates & Trusts practice.
• Significant experience supporting probate, trust administration, and estate planning matters.
• Strong trust and estate litigation experience, including preparation and filing of probate court pleadings and notices of hearings.
• Experience with state court e-filing systems and electronic service procedures.
• Familiarity with probate court procedures, fiduciary administration, and contested trust and estate matters.
• Experience preparing estate planning portfolios and supporting trust funding efforts.
• Knowledge of deed preparation, recording requirements, and real property transfers.
• Active Notary Public Commission preferred.
• Proficiency with Microsoft Office Suite and legal practice management systems.
• Exceptional organizational skills with the ability to manage multiple attorneys, competing priorities, and deadline-driven work.
• Strong written and verbal communication skills with a professional and client-service-oriented demeanor.
• Ability to work independently while collaborating effectively within a team environment.