Private Client Legal Assistant (Trusts & Estates)Location Los Angeles, CA (Hybrid 3 days onsite, subject to change) Salary $100,000 $110,000 Position Overview The Private Client Assistant provides administrative and legal support to attorneys in the Trusts & Estates/Private Client group. This role combines legal administrative responsibilities with high-touch client interaction.
This position is ideal for a detail-oriented professional with prior Trusts & Estates experience who is comfortable supporting high-net-worth clients in a fast-paced environment. Key ResponsibilitiesClient Support
Serve as a primary point of contact for high-net-worth and high-profile clients
Coordinate meetings, calls, and travel logistics
Handle confidential personal and financial information with discretion
Legal Administrative Support
Prepare, format, and proofread estate planning documents (wills, trusts, powers of attorney)
Draft and edit correspondence and standard legal documents
Maintain organized digital and physical filing systems
Calendar & Workflow Management
Manage attorney calendars, deadlines, and deliverables
Track estate planning timelines and key filings
Prioritize urgent client matters and workflow
Billing & Financial Coordination
Assist with time entry and billing processes
Track invoices and coordinate with accounting
Support documentation related to trusts and client accounts
Trust & Estate Support
Organize trust records, tax filings, and asset documentation
Coordinate with external advisors (CPAs, financial advisors, banks)
Maintain accurate records of client holdings and estate plans
General Administrative Support
Prepare materials for meetings and client presentations
Provide support to multiple attorneys or within a team structure
Required Qualifications
Minimum 5+ years of Trusts & Estates experience
Hands-on estate planning experience (required)
Notary Public certification or willingness to obtain
Strong organizational skills and attention to detail
Ability to manage confidential and sensitive information
Experience working with high-net-worth individuals
Proficiency in Microsoft Office and legal/billing software
Preferred Qualifications
Background as a Legal Assistant or Legal Secretary (Trusts & Estates preferred)
Experience in private client services or estate planning support
Familiarity with trust administration processes
Ideal Candidate Profile
Early-to-mid career professional (not entry-level)
Polished, professional, and client-focused
Proactive, detail-oriented, and team-oriented
Strong interpersonal and communication skills
Comfortable working in a hybrid, in-office environment
Numbers & Facts
Location
Los Angeles, CA
Skills
Accountingunmatched
Administrative Skillsunmatched
Attorneyunmatched
Billingunmatched
Calendar Managementunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Documentationunmatched
Establish Prioritiesunmatched
Estate Planningunmatched
High Net Worthunmatched
Interpersonal Skillsunmatched
Legalunmatched
Legal Billing Softwareunmatched
Legal Support Skillsunmatched
Logisticsunmatched
Microsoft Officeunmatched
Organizational Skillsunmatched
Plan Meetingsunmatched
Private Client Servicesunmatched
Proofreadingunmatched
Record Keepingunmatched
Sales Presentationunmatched
Support Documentationunmatched
Team Playerunmatched
Time Managementunmatched
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