Are you ready to transition from a mid-sized or large law firm to a reputable 18 attorney firm, offering a collaborative environment and a GREAT team to work with? This firm was established in 1997 and has proudly served as counsel for clients ranging from individuals and new entities to Fortune 500 companies. Our client,
located in the Memorial area, is seeking an Estate Planning/Probate Legal Assistant. Position:
Probate/Estate
Planning Legal Assistant
Location:
Memorial
| 100% In-Office
Pay: up to $95K + generous bonuses
Benefits: Medical & Dental Paid
100%, matched 401K, free parking
100%
In-OfficeKey Responsibilities- Draft and prepare estate planning documents including wills, trusts, powers of attorney, and advance directives
- Assist with the preparation and filing of probate documents and court filings
- Maintain frequent communication with clients, financial institutions, and court personnel in a professional and courteous manner
- Answer and route phone calls for attorneys
- Manage attorney calendars, deadlines, and key milestones related to court filings, trust funding, and estate matters
- Coordinate signing meetings, notary services, and document execution
- Review and analyze financial documents, beneficiary designations, and asset information
- Maintain and organize physical and electronic client files in accordance with firm procedures
- Assist attorneys with research, correspondence, and preparation of IRS and state tax forms related to estates and trusts (e.g., Forms 706 and 709)
- Provide general administrative and legal support as needed
Qualifications- Minimum 5 years of experience as a legal secretary, with at least 3 years in estate planning strongly preferred
- Strong working knowledge of estate planning documents, probate processes, and trust administration
- Familiarity with court, state, and county filing systems and probate procedures
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Experience with document management systems such as iManage and legal billing software
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple priorities and deadlines efficiently
- High level of discretion and confidentiality when handling sensitive client information
HOUDT42
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