Legal Assistant, Trust & Estates

Partner with a Sophisticated Practice Serving High-Net-Worth Estates and Trusts

This Jobot Job is hosted by:
Amanda Cohen
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $85,000 - $90,000 per year

A bit about us:

Our Trusts & Estates practice advises high-net-worth individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies. The team combines deep expertise with a collaborative, client-focused approach, delivering tailored solutions that preserve and protect multigenerational wealth.

Why join us?

Join a collaborative, high-net-worth trusts and estates practice where your expertise is valued and your contributions directly support a sophisticated client base. You’ll assist multiple attorneys in managing complex estate planning, trust administration, and wealth transfer matters.

We offer a flexible schedule, excellent work-life balance, and a competitive compensation package, including:

Robust 401(k) match and retirement benefits

Competitive salary and bonus opportunities

100% paid health and dental coverage

If you excel in a detail-oriented, team-focused environment and are eager to advance your career supporting high-net-worth clients, this is the ideal opportunity.

Job Details

Here’s a rewritten version of your job description that keeps all the key duties and qualifications but presents them in a fresh, professional way with a slightly more “high-net-worth / sophisticated practice” tone:

Key Responsibilities:

Coordinate and manage attorneys’ schedules, including estate plan signings, client consultations, and probate or trust deadlines.

Establish and maintain both electronic and physical files, ensuring documents are organized and easily retrievable.

Draft, format, and proofread correspondence, legal forms, and documents with precision and attention to detail.

Prepare estate planning documents for execution and serve as a signing witness when required.

Scan, bind, and securely transmit executed estate planning documents to clients.

Prepare and submit expense reports, and support billing processes, including responding to client billing inquiries.

Manage incoming and outgoing mail efficiently.

Provide backup support for other administrative team members as needed.

Occasionally assist at the reception desk during short-term coverage.

Qualifications:

Minimum of five (5) years’ experience as a legal assistant in estate planning, probate, or trust administration within a law firm setting.

Exceptional written and verbal communication skills, with strong attention to detail.

Proficiency in Microsoft Office (Word, Outlook, Excel), document management systems such as Net Docs, and PDF software.

Highly organized with the ability to prioritize and manage multiple deadlines in a fast-paced environment.

Professional and courteous in client-facing interactions with families, advisors, and colleagues.

Discreet, maintaining strict confidentiality when handling sensitive information.

Eagerness to learn, adapt, and take on new responsibilities as workflows evolve.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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