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Job Title – Trust & Estate Legal Assistant
Company Location – Westlake Village, CA
Full Time | Direct Hire | Non-Exempt
100% on-site
Salary – $90k, DOE
Job Summary of the Trust & Estate Legal Assistant position
Integr8staff seeks a proven Trust and Estates Legal Assistant to support an active trust & estate planning and real estate practice with a dynamic and reputable AmLaw 200 firm.
Responsibilities of the Trust & Estate Legal Assistant position
Assist with preparation of legal documents, including wills, trusts, powers of attorney,
and other estate planning legal documents.
High volume scheduling duties, calendar meetings on Outlook, schedule attorney
appointments in-person and on Zoom and/or Teams.
Work with CPAs and bookkeepers on client accounts.
Heavy interaction with bank representatives on client trust accounts.
Prepare and record deeds, prepare binders, and other related documents.
Print, scan, proofread, and edit legal documents with a high level of accuracy.
Responsible for comprehensive records management of client documents, including
creating new client files, organizing and maintaining high volumes of physical records,
managing filing systems, coordinating off-site storage and retrieval, and ensuring all
client documents are accurately maintained, properly organized, and readily accessible
when needed.
Maintain organized files and track case progress efficiently.
Manage Excel spreadsheets for trust account clients, as needed.
Manage client communications and draft professional correspondence.
Collaborate with attorneys and team members while demonstrating strong independent
work skills.
Requirements of the Trust & Estate Legal Assistant position
Minimum five (5) years of extensive Trusts and Estates experience, with a strong
background in Estate Planning and Trust Administration.
Excellent administrative, organizational, calendaring, and follow-up skills are required.
Strong attention to detail, accuracy, and overall high-quality work product is required.
Exceptional written and verbal communication skills are required.
Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
Familiarity with iManage or similar document management systems is preferred.
Ability to take initiative and manage assignments timely.
Associate's degree or greater preferred.
Notary commission is a plus.
Updated resume is required for consideration. Only Local candidates will be considered - Position does not offer relocation or visa sponsorship.
Company Location – Westlake Village, CA
Full Time | Direct Hire | Non-Exempt
100% on-site
Salary – $90k, DOE
Job Summary of the Trust & Estate Legal Assistant position
Integr8staff seeks a proven Trust and Estates Legal Assistant to support an active trust & estate planning and real estate practice with a dynamic and reputable AmLaw 200 firm.
Responsibilities of the Trust & Estate Legal Assistant position
Assist with preparation of legal documents, including wills, trusts, powers of attorney,
and other estate planning legal documents.
High volume scheduling duties, calendar meetings on Outlook, schedule attorney
appointments in-person and on Zoom and/or Teams.
Work with CPAs and bookkeepers on client accounts.
Heavy interaction with bank representatives on client trust accounts.
Prepare and record deeds, prepare binders, and other related documents.
Print, scan, proofread, and edit legal documents with a high level of accuracy.
Responsible for comprehensive records management of client documents, including
creating new client files, organizing and maintaining high volumes of physical records,
managing filing systems, coordinating off-site storage and retrieval, and ensuring all
client documents are accurately maintained, properly organized, and readily accessible
when needed.
Maintain organized files and track case progress efficiently.
Manage Excel spreadsheets for trust account clients, as needed.
Manage client communications and draft professional correspondence.
Collaborate with attorneys and team members while demonstrating strong independent
work skills.
Requirements of the Trust & Estate Legal Assistant position
Minimum five (5) years of extensive Trusts and Estates experience, with a strong
background in Estate Planning and Trust Administration.
Excellent administrative, organizational, calendaring, and follow-up skills are required.
Strong attention to detail, accuracy, and overall high-quality work product is required.
Exceptional written and verbal communication skills are required.
Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
Familiarity with iManage or similar document management systems is preferred.
Ability to take initiative and manage assignments timely.
Associate's degree or greater preferred.
Notary commission is a plus.
Updated resume is required for consideration. Only Local candidates will be considered - Position does not offer relocation or visa sponsorship.