Legal Assistant | Estate Planning | 147429
Legal Assistant | Estate Planning | 147429
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$ 70000 - 78000
1 Vacancy
Job Description
A wellestablished law firm is seeking an experienced Estate Planning Legal Assistant to provide comprehensive support to attorneys and clients throughout the Estate Planning process. This role involves managing all aspects of Estate Planning matters from initial client intake to the final execution of customized estate plans.
Key Responsibilities:
- Draft edit and prepare estate planning documents such as revocable and irrevocable trusts wills powers of attorney advance health care directives and related amendments under attorney supervision.
- Guide clients through each phase of the estate planning process with professionalism and empathy ensuring clear communication and understanding.
- Assist with asset alignment and trust funding including the preparation of transfer documents and beneficiary designations.
- Support attorneys with trust administration and probate matters ensuring compliance with deadlines and filing requirements.
- Maintain accurate client records case files and internal deadlines.
- Coordinate document signings notarizations and delivery of finalized estate plans.
- Collaborate with attorneys clients financial advisors and tax professionals to ensure effective implementation of estate plans.
- Stay informed on changes in estate planning law best practices and document drafting standards.
Qualifications:
- Minimum of 5 years of direct experience as an estate planning legal assistant in a law firm or similar legal environment.
- Strong knowledge of estate planning concepts probate processes and trust administration.
- Exceptional organizational skills and acute attention to detail.
- Excellent written and verbal communication skills with a clientfocused approach.
- Ability to manage multiple projects and deadlines independently.
- Proficiency in legal practice management software and Microsoft Office Suite.
Compensation and Benefits:
- Fulltime position with a salary range of $70000 to $78000 per year.
- Comprehensive benefits package including 401(k) with matching health dental and life insurance paid time off paid sick leave disability insurance and free parking.
This position is ideal for a motivated Legal Assistant who thrives in a clientcentered environment and is committed to delivering highquality legal support in estate planning and administration.
Salary Range: $70000 $78000
Reference: 147429
Employment Type
Full Time
