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Robert Half Logo Robert Half · Legal

Estate Planning Legal Assistant

United States, San Francisco · Job Posted June 28, 2026
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Job Description

A boutique San Francisco law firm is seeking an Estate Planning Legal Assistant to support attorneys handling estate planning, probate, and real estate-related matters on a contract-to-hire basis. This is an excellent opportunity for a polished legal professional with approximately 2–4 years of relevant experience who is interested in joining a collaborative team with long-term growth potential. The ideal candidate will have experience preparing estate planning documents, supporting probate matters, assisting with litigation-related pleadings, discovery, and e-filings, and providing comprehensive legal administrative support to multiple attorneys.

Job Responsibility

  • Prepare trusts, wills, deeds, advance health care directives, durable powers of attorney, and related estate planning documents
  • Assist with probate matters, including preparation of pleadings, petitions, notices, and supporting documentation
  • Draft, format, and file pleadings, discovery requests and responses, and other legal documents
  • Manage attorney calendars, court deadlines, client meetings, and appointments
  • Coordinate state court e-filing and service of legal documents
  • Assist with deed transfers, business entity transfers, and related LLC ownership documentation
  • Maintain physical and electronic client files and ensure accurate document organization
  • Communicate professionally with clients, courts, government agencies, and third-party vendors
  • Support attorneys with legal research, document retrieval, and matter management
  • Assist with general administrative functions, including correspondence, scheduling, invoicing, and file maintenance

Requirements

  • 2–4 years of legal assistant experience supporting estate planning, probate, and/or real estate litigation matters
  • Experience preparing trusts, wills, deeds, advance health care directives, and durable powers of attorney
  • Familiarity with probate pleadings and probate court procedures
  • Experience drafting and formatting pleadings, discovery, and legal correspondence
  • Experience with California state court e-filing procedures
  • Strong calendaring, organization, communication, and document management skills
  • Ability to support multiple attorneys and manage competing priorities in a deadline-driven environment
  • Strong written and verbal communication skills
  • Proficiency with Microsoft Office Suite and legal practice management software
  • Familiarity with LLC transfers and related business entity documentation preferred
  • Experience with WealthDocs or similar estate planning software preferred
  • Ability to report onsite in San Francisco, CA 5 days a week for first 2-3 months (potential to transition to a hybrid schedule of 3 days onsite and 2 days remote based on performance and business needs)

Nice to have

  • Familiarity with LLC transfers and related business entity documentation
  • Experience with WealthDocs or similar estate planning software

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
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