Estate Planning Legal Assistant Job at Robert Half (Wheaton)

Estate Planning Legal Assistant

A boutique San Francisco law firm is seeking an Estate Planning Legal Assistant ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Fulltime

Estate Planning Legal Assistant

Robert Half is working with a well-established Chicago law firm to identify a fu...

Location

United States , Chicago

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience as a legal secretary or legal assistant within estate planning or trust & estate law
Advanced proficiency in Microsoft Word, Outlook, and PDF tools
Experience with document management systems
Strong written and verbal communication skills with exceptional attention to detail
Ability to manage multiple priorities and deadlines in a fast-paced environment
Professional, dependable, and client-service oriented
High level of discretion and confidentiality

Job Responsibility

Provide administrative and executive support to estate planning attorneys
Draft, edit, proofread, and format estate planning documents, including wills, trusts, and powers of attorney
Coordinate and attend estate plan signings
Prepare and organize physical and electronic closing binders
Assist with trust administration tasks at the direction of attorneys, including locating and organizing estate and trust assets
Communicate professionally with clients and manage correspondence as directed
Proactively manage calendars, schedule meetings, and coordinate conference/video calls
Open new client matters, including preparing engagement letters, intake forms, and conflict materials
Assist with billing-related tasks, including sending invoices and responding to client inquiries
Maintain electronic and physical files using a document management system

What we offer

BCBS health insurance
paid leave
LTD and STD
Dental
vision
401(k)
pre-tax commuter transit and parking
flexible spending account

Fulltime

Legal Assistant - Estate Planning

Robert Half is looking for an legal assistant to join a legal team in Minneapoli...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Attention to detail
Professional communication skills
Technology proficiency
Adaptability
Strong prioritization skills
Coachability

Job Responsibility

Lead the client intake and onboarding process
Serve as a primary point of contact during intake
Track and complete follow-up items
Maintain ongoing communication with clients
Keep client files accurate and up to date
Conduct professional follow-up with prospective clients
Compile and submit weekly activity reports
Support administrative and workflow processes related to client tracking and reporting

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Estate Planning Legal Secretary

We are looking for an experienced Estate Planning Legal Secretary to join our te...

Location

United States , Merced

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience as a legal secretary, preferably in estate planning or litigation
Advanced proficiency in Microsoft Word for creating and editing legal documents
Strong knowledge of federal and state court rules and e-filing procedures
Experience with document management systems such as NetDocs is highly desirable
Excellent organizational skills and the ability to manage multiple priorities simultaneously
Strong attention to detail and accuracy in preparing legal documents
Effective communication skills for interacting with attorneys, clients, and team members
Ability to work collaboratively in a team-oriented, fast-paced environment

Job Responsibility

Prepare and edit legal documents, including estate planning briefs, correspondence, and fiduciary-related materials
Manage e-filing processes for both federal and state courts, ensuring compliance with applicable court rules
Maintain and update attorney calendars, schedule meetings, and coordinate depositions
Handle expense reports, check requests, and other administrative tasks to support attorneys
Organize and maintain client files using document management systems such as NetDocs
Collaborate with attorneys to ensure timely submission of court filings and related paperwork
Assist in preparing trust and estate-related documentation with high accuracy
Coordinate with clients and team members to facilitate smooth communication and document exchange
Prioritize tasks effectively to ensure deadlines are consistently met in a fast-paced environment
Support attorneys with dictation and transcription tasks as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

Trust & Estate Legal Administrative Assistant

A national law firm is seeking a Legal Administrative Assistant to support the E...

Location

United States , Orlando

Salary:

Not provided

Beacon Hill

Expiration Date

Until further notice

Requirements

Experience in a legal environment and stellar administrative support skills
At least 3 to 5 years Trust and Estates legal experience
Microsoft Office Suite (Outlook, Excel, and Word)
Ability to learn and utilize technology
Experience in a document management system, billing software system and strong diligence when reviewing documents
Familiarity with scheduling, probate process and rules, use of probate forms, etc.
Familiarity with federal estate tax returns and gift tax returns
Familiarity with local court rules and procedures
Familiarity with Wealth Transfer Planning Software

Job Responsibility

Supporting the Estate Planning & Trusts team
Anticipating needs and being an active team player
Directly working with attorneys on a variety of tasks
Scheduling meetings with clients
Running conflict checks
Opening new client/matter engagements
Preparing enclosure letters
Preparing packages to the Internal Revenue Service
Recording deeds
Preparing documents for signature

Fulltime

Administrative Assistant / Paralegal (Estate Planning)

A highly respected boutique estate planning practice is seeking a polished Admin...

Location

United States , Durham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Meticulous attention to detail with exceptional follow-up (and follow-through!)
Strong written communication—clear, polished, and grammatically sound emails
Tech-savvy with MS Word, Outlook, Excel, and document systems
Self-sufficient and resourceful—minimal hand-holding required
Ability to thrive under pressure in a fast-paced, high-expectations environment
Professional presence—reliable, confident, and client-facing ready
Ability to interpret direction and think critically to connect the dots

Job Responsibility

Manage complex scheduling, travel arrangements, and calendar coordination
Draft, edit, and finalize legal documents and client communications
Serve as a professional point of contact for clients and external partners
Track attorney time and maintain organized files and shared systems
Anticipate needs and deliver ahead of deadlines—before being asked
Handle day-to-day administrative functions including scanning, filing, and document management
Prepare spreadsheets and assist with data tracking/reporting

What we offer

100% employer-paid health & vision coverage
Dental + dependent coverage options at preferred rates
Annual bonus potential (historically strong performance payouts)
401(k) with automatic employer contribution (even if you don’t contribute!)
Free parking
Work-life understanding and flexibility when life happens

Fulltime

Legal Assistant

Robert Half looking for a full-time Legal Assistant to support a busy Trusts and...

Location

United States , Park Ridge

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience as a Legal Assistant, with substantial exposure to estate planning and probate matters.
Working knowledge of probate and estate administration processes.
Experience supporting matters involving trusts and estates
familiarity with trust or estate litigation is beneficial.
Strong calendar management skills and the ability to coordinate multiple deadlines and priorities.
Excellent written and verbal communication skills for interacting with attorneys, clients, and external contacts.
High attention to detail and strong organizational abilities in managing a varied workload.
Experience with court filings
exposure to elder law, guardianship matters, or estate tax return preparation is a plus.

Job Responsibility

Support attorneys with day-to-day legal and administrative tasks related to trusts, estates, and probate matters.
Maintain organized paper and digital case records to ensure documents are accurate, accessible, and up to date.
Communicate with clients, courts, and third parties in a clear and effective manner regarding case status, documentation, and scheduling needs.
Oversee attorney calendars by arranging meetings, tracking deadlines, and coordinating appointments and court-related dates.
Perform legal research and gather supporting information to assist with ongoing matters and case preparation.
Process file intake and closure in accordance with firm procedures and recordkeeping standards.
Assist with preparation and handling of court filings and legal documents connected to estate planning and estate administration.

What we offer

health insurance
dental insurance
vision insurance
401(k)
PTO
paid parental leave

Fulltime

Legal Assistant - Private Client

We are seeking a confident, proactive, flexible, enthusiastic, self-motivated an...

Location

United Kingdom , Putney

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Graduate with a minimum of 2:1 and excellent A level grades, ideally with some academic legal qualification, or some practical legal training
Strong organisational and time management skills
Excellent interpersonal and communications skills, especially telephone skills
Focused attention to detail, speed and accuracy for all written documentation
Team player
Interest in private client work
Fluency in a European language, especially French, Italian or Spanish - a bonus but not a requirement
Excellent literacy, numeracy, accuracy and attention to detail, with excellent keyboard and IT skills
Enthusiasm and energy

Job Responsibility

Provide support to Private Client team
Fee earner undertaking chargeable work with personal time recording and fee target
Carry out non-chargeable work including marketing activities, supporting new joiners and other team members, and undertaking appropriate training
Manage workload autonomously
Efficient and cost-effective management of multiple files, working to strict deadlines
Participate fully in training and activities designed for Legal Assistants across the firm

What we offer

Competitive salaries
generous benefits

Fulltime

Select Country

Estate Planning Legal Assistant

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Estate Planning Legal Assistant

Estate Planning Legal Assistant

Estate Planning Legal Assistant

Legal Assistant - Estate Planning

Estate Planning Legal Secretary

Trust & Estate Legal Administrative Assistant

Administrative Assistant / Paralegal (Estate Planning)

Legal Assistant

Legal Assistant - Private Client

Our AI answers in your language