LEGAL ASSISTANT: TRUSTS AND ESTATES SECTION

1-3 yrs required

Full-time

No

Recruiters, please don't contact this job poster. Please, no phone calls about this job!


Salary Information:

Competitive salary based on experience and qualifications
Competitive benefits package after successful completion of 90 day probationary period

Job Title: Legal Assistant: Trusts and Estates Section

Experience Information:

Must have substantive knowledge of Estate Planning, Trust/Probate and/or Medi-Cal benefits
Experience in Hot Docs and Time Matters or other practice/business management software is a plus

Responsibilities:

Liaison with clients and Attorneys
Assist with Estate Planning, Trust/Probate Administration, and Long Term Care Planning (Elder Law)
Manage own caseload and meet deadlines
Gather, organize, and analyze asset information
Maintain confidentiality and privacy
Notary Public or ability to obtain

H1: Join Our Growing Law Firm as a Legal Assistant in the Trusts and Estates Section

H2: Responsibilities and Requirements for Legal Assistant Position

BOLD Headline: Seeking Experienced Legal Assistant for Busy Trusts and Estates Section

H2: About the Firm

We are a highly reputable Estate Planning, Trust/Probate Administration, and Long Term Care Planning (Elder Law) Firm, dedicated to serving our multi-generational clients. Our team is extremely service oriented and takes pride in providing top-notch legal services.

H2: Position Overview

As a Legal Assistant in our Trusts and Estates Section, you will play a crucial role in supporting our Attorneys and liaising with our clients. This position requires a responsible and organized professional with a strong drive to serve and excellent attention to detail. The ideal candidate will also have substantive knowledge of Estate Planning, Trust/Probate, and/or Medi-Cal benefits. This is a demanding and fast-paced position, but also extremely rewarding.

H2: Desired Skill-Set and Responsibilities

To excel in this position, the ideal candidate should possess the following:

Ability to work closely with clients in a patient and compassionate manner
Excellent customer service and interpersonal skills on the phone as well as in person
Detail oriented and organized, ability to manage own caseload and meet deadlines
Ability to gather, organize and analyze asset information
Ability to work well in a team as well as independently
Excellent oral communication, interpersonal, written communication and time management skills
Ability to maintain confidentiality and privacy
Notary Public or Ability to Obtain

H2: How to Apply

If you are interested in joining our team, please submit your resume and cover letter to in MS Word or pdf with justified margins. In the “Subject” section of the email type “Your Name — Legal Assistant.” Please note, any applicants who do not follow these specific instructions will not be considered.

H2: Equal Opportunity/Affirmative Action Employer

H2: Competitive Salary and Benefits Package

We offer a competitive salary based on experience and qualifications, as well as a comprehensive benefits package after successful completion of a 90 day probationary period.

H2: Experience and Qualifications

To be considered for this position, the ideal candidate should have:

Substantive knowledge of Estate Planning, Trust/Probate, and/or Medi-Cal benefits
Experience in Hot Docs and Time Matters or other practice/business management software is a plus

H2: Important Note

Please, no phone calls about this job! We kindly ask that recruiters do not contact us regarding this position. We are only accepting applications via email. Thank you for your understanding.

H2: Join Our Dynamic Team

If you are a driven and detail-oriented professional with a passion for serving clients in the legal field, we encourage you to apply for our Legal Assistant position in the Trusts and Estates Section. This is an excellent opportunity to join a highly reputable and service-oriented law firm and grow your career in the legal industry. We look forward to hearing from you!

Not mentioned

Competitive benefits after successful completion of 90 day probationary period

Not mentioned

Attention to detail, time management, customer service, communication, organization, confidentiality, Notary Public

High school diploma, Bachelor's degree preferred

Submit resume and cover letter to in MS Word or pdf with justified margins. In the “Subject” section of the email type “Your Name — Legal Assistant.”

Qualification and Experience High school diploma, Bachelor's degree preferred

Legal