Trust & Estates Legal Assistant

About the Role

Our client, an established full-service law firm in Dallas, Texas, is seeking a Trust & Estates Legal Assistant for a Direct Hire opportunity. This in-office position offers the chance to work within a sophisticated Trust & Estates practice, providing dedicated support to an experienced attorney in a professional and collaborative environment.

Responsibilities

• Provide day-to-day administrative and legal support to one attorney within the Trust & Estates practice
• Assist with estate planning, probate, and related Trust & Estates matters
• Prepare, revise, organize, and maintain legal documents and correspondence
• Coordinate client meetings, document execution, appointments, and matter-related activities
• Manage attorney calendars, deadlines, and follow-up items
• Communicate professionally with clients regarding scheduling, documents, and administrative matters
• Maintain organized physical and electronic client files
• Scan, profile, index, and save documents within the firm's document management systems
• Assist with the organization, maintenance, and storage of original estate planning documents
• Maintain accurate records relating to original and executed client documents
• Prepare correspondence and transmittal materials as needed
• Handle confidential and sensitive client information with discretion
• Proactively keep matters organized and moving forward

Requirements

• Prior law firm or comparable legal experience required
• Trust & Estates experience required or strong Probate experience considered
• Approximately 1 to 3 years of relevant experience
• Experience supporting estate planning, probate, wills, trusts, estate administration, or related matters preferred
• Strong document and file management skills
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Experience with legal document management systems preferred
• Strong organizational skills and attention to detail
• Professional written and verbal communication skills
• Ability to work independently, manage deadlines, and provide proactive support
• Ability to handle confidential and sensitive information appropriately

Benefits

• Profit Sharing
• 401(k)
• Paid parking or mass transit subsidy
• Three weeks of vacation with additional vacation based on tenure
• 10 paid holidays
• Healthcare and wellness plans
• HSA with employer contributions
• Life insurance
• Accidental death and dismemberment insurance
• Paid short-term and long-term disability