Estate Planning Legal Assistant

Job Description

Job Description

Estate Planning Legal Assistant

This position supports our estate planning department and plays a key role in document preparation, client communication, and workflow management.

• Draft and revise estate planning documents under attorney supervision
• Prepare document assemblies, schedules, and exhibits
• Assist with client signing meetings and prepare closing binders
• Manage workflow for four attorneys, ensuring deadlines are met
• Maintain organized digital files and manage matters efficiently
• Communicate professionally with clients and third parties
• Provide general administrative and case support as needed

Qualifications