Overview
Trust & Estates Legal Assistant Jobs in Los Angeles, USA at Integr8staff
Trust & Estates Legal Assistant
Integr8staff seeks an experienced Trust & Estates Legal Assistant for a highly-regarded and continually growing law firm in Los Angeles, CA. The ideal candidate will support the trust & estates, tax planning probate and trust administration practice.
Responsibilities of the Trust & Estates Legal Assistant position include:
- Assist with preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning legal documents.
- High volume scheduling duties, calendar meetings on Outlook, schedule appointments in-person and on Zoom.
- Prepare quarterly tax payments on multiple trust accounts.
- Prepare property tax payments and insurance renewals for trust accounts.
- Work with CPAs and bookkeepers on client accounts.
- Heavy interaction with bank representatives on client trust accounts.
- Prepare and record deeds, prepare binders, and other related documents.
- Print, scan, proofread, and edit legal documents with a high level of accuracy.
- Maintain organized files and track case progress efficiently.
- Manage Excel spreadsheets for several trust account expenses.
- Manage client communications and draft professional correspondence.
- Collaborate with attorneys, team members while able to work independently.
Requirements of the Trust & Estates Legal Assistant position include:
- Minimum of 5 yrs. of trust & estates experience.
- Experience with Estate Planning, Trust Administration, and Probate.
- Excellent administrative, follow-up, initiative, and organizational skills are required.
- e-Filing and/or probate litigation and court filing experience is a plus.
- Calendaring using Compu Law, experience with iManage.
- Knowledge of preparing tables of contents and authorities.
- Excellent proofreading and writing skills, and great attention to detail.
- Excellent typing, formatting, and computer software skills needed.
- Knowledge of MS Word, Outlook, Adobe Pro and iManage or similar document management system.
- Knowledge of Compu Law, Best Authority, Kofax, and CCC Macros is a plus.
- Bachelor’s Degree preferred.
- Notary Commission is a plus and encouraged.
Updated resume is required for consideration. Only local candidates will be considered – position does not offer relocation or visa sponsorship.
Title: Trust & Estates Legal Assistant
Company: Integr8staff
Location: Los Angeles, USA
Category:
