Legal Assistant - Trust & Estates - Evolve Workforce Solutions

Trusts and Estates Legal Administrative Assistant

Evolve Workforce Solutions is seeking an experienced Trust & Estate Legal Assistant to join the dynamic Estates, Trusts, and Probate practice group at a prestigious law firm. This role offers a collaborative environment where your skills and expertise will make a direct impact on client success.

Position Overview:

As a Trust & Estate Legal Assistant, you will play a pivotal role in providing comprehensive support to attorneys while delivering exceptional client service. This position is ideal for professionals with at least 5 years of experience, looking to grow within a firm renowned for its high standards and expertise.

What You Will Be Doing

• Providing administrative support to attorneys in the Trusts and Estates practice group.
• Preparing and processing legal documents related to trusts and estates, including wills, trust agreements, and powers of attorney.
• Managing and organizing client files, both electronic and paper, to ensure all documents are easily accessible and up to date.
• Assisting with the administration of estates, including preparing probate documents and managing court filings.
• Coordinating and scheduling client meetings, appointments, and court appearances.
• Drafting and proofreading correspondence, legal documents, and reports for accuracy and completeness.
• Communicating effectively with clients, beneficiaries, financial institutions, and other professionals involved in trust and estate matters.
• Tracking deadlines and ensuring timely completion of tasks related to trust and estate administration.
• Maintaining billing records and assisting with client billing processes.
• Handling incoming and outgoing mail and other correspondence.
• Answering, screening, directing, and placing telephone calls and emails.

What You Need for this Position

• At least 3 years of experience as a legal administrative assistant in trusts and estates law.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
• Experience with legal research tools and document management systems.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Knowledge of probate and trust administration procedures.
• Strong client service skills and ability to maintain confidentiality.
• Physical attendance at the place of work.

What’s In It for You

• Extremely competitive compensation and benefits package.
• Great benefits package includes paid holidays, PTO, 401(k), health benefits, etc.
• Work hours are Monday to Friday, 9:00 a.m. – 5:30 p.m., with a one-hour lunch. Overtime work may be required from time to time.

If you are an experienced Trusts and Estates Legal Administrative Assistant, please apply today!