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Legal Assistant - Trust & Estate Planning
Legal Assistant - Trust & Estate PlanningUltimate Staffing • West Palm Beach, FL, US
Legal Assistant - Trust & Estate Planning

Legal Assistant - Trust & Estate Planning

Ultimate Staffing • West Palm Beach, FL, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

We are seeking a highly motivated Legal Assistant to support a leading nationwide law firm onsite in West Palm Beach . The ideal candidate is detail-oriented, proactive, and experienced in Trusts & Estates practice. This role requires strong organizational skills, excellent communication abilities, and the capacity to manage sensitive client information while ensuring accuracy, compliance, and timely execution of tasks.

Responsibilities :

  • Provide comprehensive administrative support to staff, including calendar management, scheduling, and client communication.
  • Prepare, edit, and proofread Trusts & Estates documents, probate filings, correspondence, and client materials.
  • Coordinate document-execution meetings, serve as a witness / Notary Public, and ensure proper handling of originals.
  • Manage client onboarding, engagement letters, intake details, and maintenance of critical client information.
  • Organize and maintain digital and paper files in accordance with firm protocols.
  • Assist with billing by editing narratives, applying time-entry standards, and running reports.
  • Submit filings to courts and agencies and ensure deadlines, compliance requirements, and reminders are managed proactively.
  • Collaborate with other assistants, internal departments, and firm resources to complete assignments and support workflow.

Required Skills & Qualifications :

  • 2-4 years of Trusts & Estates legal assistant or legal secretarial experience strongly preferred.
  • Familiarity with probate courts, procedures, and regulatory agency filing requirements.
  • Strong proficiency in Microsoft Office Suite and document-management systems.
  • Excellent written, verbal, organizational, and interpersonal skills.
  • Outstanding client-service orientation with the ability to manage sensitive and confidential information.
  • Ability to prioritize multiple assignments and manage competing deadlines in a fast-paced environment.
  • Ability to work independently as well as collaboratively within a team.
  • Experience arranging travel is a plus.
  • If you are a detail-oriented, adaptable, and motivated professional looking to contribute to a dynamic Trusts & Estates practice, we encourage you to apply! Email your resume (in Word) to

    All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated

    Los Angeles county

    , to the extent our customers

    require

    a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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