Trust & Estates Legal Assistant

Trust & Estates Legal Assistant

Our client in Dallas, Texas is seeking a Trust & Estates Legal Assistant for a Direct Hire opportunity. This is an in-office position.

Client Profile

Established full-service law firm with a sophisticated Trust & Estates practice and a strong reputation in the Texas legal market. The firm offers a professional, collaborative environment, excellent benefits, long-term stability, and the opportunity to work alongside experienced attorneys.

Trust & Estates Legal Assistant Role

Provide dedicated day-to-day administrative and legal support to one attorney within the Trust & Estates practice

Assist with estate planning, probate, and related Trust & Estates matters

Prepare, revise, organize, and maintain legal documents and correspondence

Coordinate client meetings, document execution, appointments, and matter-related activities

Manage attorney calendars, deadlines, and follow-up items

Communicate professionally with clients regarding scheduling, documents, and administrative matters

Maintain organized physical and electronic client files

Scan, profile, index, and save documents within the firm's document management systems

Assist with the organization, maintenance, and storage of original estate planning documents

Maintain accurate records relating to original and executed client documents

Prepare correspondence and transmittal materials as needed

Handle confidential and sensitive client information with discretion

Proactively keep matters organized and moving forward

Trust & Estates Legal Assistant Background Profile

Prior law firm or comparable legal experience required

Trust & Estates experience required or strong Probate experience would be considered

Approximately 1 to 3 years of relevant experience may be sufficient

Candidates do not need to have spent their entire legal career within Trust & Estates if they have meaningful experience supporting the practice area

Experience supporting estate planning, probate, wills, trusts, estate administration, or related matters preferred

Strong document and file management skills

Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint

Experience with legal document management systems preferred

Strong organizational skills and attention to detail

Professional written and verbal communication skills

Ability to work independently, manage deadlines, and provide proactive support

Ability to handle confidential and sensitive information appropriately

Features

Profit Sharing 401(k)

Paid parking or mass transit subsidy

Three weeks of vacation with additional vacation based on tenure

10 paid holidays

Healthcare and wellness plans

HSA with employer contributions

Life insurance

Accidental death and dismemberment insurance

Paid short-term and long-term disability