Legal Assistant – Trust & Estates

• Provide administrative and legal support to 2–3 attorneys within the Estates & Trusts practice
• Manage complex calendars, schedule meetings, coordinate travel arrangements, and handle attorney correspondence
• Prepare, edit, proofread, and finalize legal documents, estate planning materials, trusts, probate filings, and client communications
• Coordinate document execution, notarization, filing, and distribution
• Maintain and organize electronic and physical client files, ensuring accuracy and compliance with firm procedures
• Serve as a primary point of contact for clients, beneficiaries, financial advisors, and other external parties
• Assist with matter opening, conflict checks, document management, and ongoing file maintenance
• Support billing processes, including time entry, invoice preparation, and expense reporting
• Manage multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail
• Provide backup support to attorneys and legal staff as needed
• Maintain strict confidentiality and demonstrate professionalism in all client and firm interactions

• Bachelor's degree preferred
• 3-5+ years of legal assistant or legal secretary experience, preferably supporting Trusts & Estates, Private Client, Family Office, or related practice areas
• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
• Experience with legal document management and billing systems
• familiarity with 3E and NetDocuments (NetDocs) preferred
• Notary Public certification preferred
• Strong organizational, communication, and multitasking skills with exceptional attention to detail
• Ability to manage confidential information with discretion and professionalism
• Proven ability to support multiple attorneys, prioritize competing deadlines, and work effectively in a team-oriented environment

Notary Public certification