Legal Administrative Assistant (Trust & Estates)

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.
• Coincide electronic court filings and maintain organized electronic and physical client files.
• Monitor deadlines, manage multiple priorities, and provide ongoing matter management support.
• Aid 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.

Qualifications

• 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.