Estate Planning Legal Assistant Job at Robert Half (Wheaton)

Legal Assistant - Wealth Preservation

Porzio, Bromberg & Newman, P.C. ("Porzio"), a mid-sized law firm headquartered i...

Location

United States , Morristown

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

Requirements

Minimum experience of two years as a legal assistant or equivalent
Skilled at managing complex schedules and coordinating team needs
Proficient in electronic document organization and retrieval
Familiar with legal administrative tasks such as intake, conflict checks
state and federal court and administrative agency rules, procedures and deadlines
Experience with billing procedures and software
Able to address administrative challenges and suggest improvements
Comfortable with Microsoft Office Suite, Outlook, CRM tools, and ideally AI tools
Experience with electronic filing and workflow systems for optimal efficiency

Job Responsibility

Manage attorney schedules and coordinate client meetings
Oversee the client intake process, including communications, conflict checks, and internal file setup
Handle incoming and outgoing correspondence with professionalism
Maintain and organize client files and documents, ensuring efficient record management
Assist with billing and invoicing processes
Provide general administrative support to the legal team
Handle client inquiries and provide excellent customer service
Utilize and maintain efficient office systems and processes

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

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

Trusts & Estates Legal Secretary

Our client, a national law firm located in downtown Denver is seeking a Trusts &...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of legal assistant experience
Trusts and estates experience, including estate planning, private client, or high-net-worth legal practice areas, preferred
Ability to work efficiently in a fast-paced, high-volume environment
Excellent written and verbal communication skills
Comfortable receiving constructive feedback
maintains composure and professionalism
Strong organizational skills with an effective system for managing multiple competing deadlines
Proficiency in Microsoft Office and legal practice management systems
Bachelor’s degree, preferred

Job Responsibility

Provide full-service legal assistant support to attorneys with a sophisticated private client financial practice
Manage calendaring, meeting scheduling, reminders, and deadline tracking
Maintain electronic and physical file systems, ensuring accuracy, organization, and compliance
Prepare, revise, and proofread correspondence, engagement letters, and client-facing materials
Assist with estate plan execution processes, including witnessing, notarizing when applicable, and scheduling signing appointments
Handle attorney time entry, billing assistance, and expense reporting
Serve as a primary point of contact for clients with professionalism and discretion

What we offer

excellent pay & benefits
hybrid work environment
paid overtime
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Legal Assistant/Paralegal

We are looking for a skilled Legal Assistant/Paralegal to join a dynamic law fir...

Location

United States , Niagara Falls

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in a legal assistant or paralegal role
Familiarity with Trust & Estate law and estate planning processes
Proficiency in managing client intake and maintaining detailed records
Skilled in using multi-line phone systems and handling high-volume calls
Strong organizational skills with the ability to manage multiple tasks efficiently
Excellent communication abilities, both written and verbal
Attention to detail and commitment to accuracy in all work
Ability to work collaboratively in a fast-paced legal environment

Job Responsibility

Assist attorneys in Trust & Estate matters, including drafting and managing legal documents
Handle client intake processes, ensuring all information is accurately recorded and organized
Manage and respond to phone calls using a multi-line phone system
Support estate planning procedures, including document preparation and coordination
Organize and maintain client files and case records to ensure easy access and proper documentation
Schedule meetings and appointments for attorneys, ensuring efficient calendar management
Communicate with clients in a detail-oriented manner, providing updates and answering inquiries as needed
Perform general administrative duties to support the daily operations of the office
Ensure compliance with legal regulations and firm policies in all tasks performed

What we offer

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

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Attorney

Robert Half Legal Permanent Placement is seeking a dedicated Attorney with exper...

Location

United States , Killington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree from an accredited law school
Active attorney license in Vermont
Minimum of 3-5 years of experience in estate planning, probate, and trust law
Proficiency in drafting legal documents related to estate planning and asset protection
Strong communication skills, both verbal and written, to effectively interact with clients and colleagues
Ability to manage multiple files independently and meet strict deadlines
Expertise in legal research and interpretation of estate planning and probate laws
Highly organized with a keen attention to detail and accuracy

Job Responsibility

Consult with clients to understand their estate planning goals and provide sound legal advice
Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
Oversee and assist with probate and trust administration processes
Collaborate with other attorneys and legal professionals to ensure comprehensive case management
Work closely with paralegals and administrative staff to manage caseloads effectively
Maintain thorough and accurate client files and ensure timely communication
Research and interpret laws related to estate planning, probate, and asset protection
Develop strategies to address complex legal issues and provide solutions tailored to client needs
Represent clients in legal proceedings related to estate and probate matters
Ensure compliance with legal standards and regulations in all areas of practice

What we offer

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

Trusts & Estates Paralegal

A well-established regional law firm is seeking an experienced and highly motiva...

Location

United States , Pittsburgh

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5–10 years of substantive experience in estate planning and estate administration
Experience supporting probate and fiduciary matters required
Orphans’ Court litigation experience strongly preferred
Experience with business succession planning is a plus
Strong organizational and case management skills with the ability to handle multiple matters simultaneously
Excellent written and verbal communication skills
Exceptional attention to detail and ability to meet deadlines in a fast-paced environment
detail oriented demeanor and ability to interact effectively with attorneys, staff, and clients
Self-motivated, forward-thinking, and able to work independently while contributing to a collaborative team environment

Job Responsibility

Draft and prepare substantive pleadings and correspondence for contested probate and fiduciary matters
Conduct legal research and assist with preparation of memoranda on probate and estate administration issues
Prepare and manage discovery, including interrogatories, subpoenas, and document requests
Assist attorneys with case management for estate and trust litigation matters, including organizing files and tracking deadlines
Prepare estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
Assist with the establishment of durable powers of attorney and medical directives
Support attorneys in developing estate planning strategies designed to minimize estate taxes and protect client assets
Assist with structuring trusts and estate plans to help clients avoid or streamline the probate process
Manage estate and trust administration matters from opening through closing, including preparation of filings and court documents
Coordinate with financial advisors, accountants, and clients throughout the estate planning and administration process

What we offer

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

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

Legal Assistant - Wealth Preservation

Legal Assistant

Estate Planning Legal Assistant

Trusts & Estates Legal Secretary

Legal Assistant/Paralegal

Trust & Estates Paralegal

Attorney

Trusts & Estates Paralegal

Our AI answers in your language