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Firm Estate Planning Assistant

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: Adams & Martin Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Administrative/Clerical
    Legal Secretary
  • Law/Legal
    Legal Secretary
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Reputable Firm Seeks Estate Planning Assistant

Overview

Senior Project Manager (Legal Recruitment) at Adams & Martin Group. Are you a seasoned Legal Administrative Assistant with a passion for Trusts & Estates? We're seeking a proactive, detail-oriented professional to join our team and provide critical support to three attorneys in a boutique legal office. This is a unique opportunity to take ownership of administrative operations and contribute meaningfully to a high-performing legal practice.

Key Responsibilities
  • Draft and format legal correspondence with precision
  • Prepare, compile, and review estate planning and trust documents
  • Communicate professionally with clients via phone, email, and in-person
  • Manage general office administrative tasks and ensure smooth daily operations
  • Handle sensitive information with discretion and integrity
  • Perform other duties as assigned to support attorneys and office needs
Qualifications
  • 5+ years of legal administrative experience in Trusts & Estates
  • Proven ability to support complex estate planning and trust administration
  • High ethical standards and commitment to confidentiality
  • Exceptional organizational skills and attention to detail
  • Ability to manage multiple projects and meet deadlines
  • Proficiency in Microsoft Office Suite
  • Strong verbal and written communication skills
Why Join Us?
  • Be the go-to support for a small, collaborative legal team
  • Enjoy a role with autonomy and impact
  • Start onsite with potential for hybrid flexibility (attorney discretion)
  • Work in a professional environment that values excellence and trust

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles  Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Legal
Industries
  • Law Practice and Legal Services

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