D3 Search is seeking a Trust & Estates/Probate Legal Assistant on behalf of a respected CA-based law practice with its headquartered offices located in downtown Los Angeles, CA (90071).
Position Title🎯:
Trust & Estates/Probate Legal Assistant
- Important Note🔓: 5+ years previous Trust & Estates/Probate experience in a LAW PRACTICE is REQUIRED.
Location/Map📌:
Los Angeles, CA (90071)
Employer Work Model:
Hybrid work model (4 onsite/1 remote).
Position Summary📒:
Respected CA-based law practice is seeking an experienced Trust & Estates Legal Assistant to
join their downtown Los Angeles office (90071). This is a full-time and non-exempt position. The role supports a busy practice focused on Estate and Tax Planning, Trust Administration, and Probate matters.
This role involves a high level of client-facing interaction and requires someone who is polished, professional, and able to meet confidently with clients, vendors, and third parties while handling those relationships at a high level.
Requirements📢:
- Minimum five (5) years of extensive Trust and Estates experience, with a strong background in Estate Planning, Trust Administration, and Probate.
- Excellent administrative, organizational, calendaring, and follow-up skills are required.
- Familiarity with CompuLaw is a plus (or similar calendaring system) but not required.
- Strong attention to detail, accuracy, and overall high-quality work product is required.
- Exceptional written and verbal communication skills is required.
- E-filing and/or probate litigation and court filing experience is a plus.
- Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
- Familiarity with iManage or similar document management systems is preferred.
- Ability to take initiative and manage assignments timely.
- Associate's degree or greater preferred.
- Notary Commission is a plus and encouraged. All Commission costs are covered by the firm.
Specific Duties & Responsibilities🔍:
- 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 and team members while demonstrating strong independent work skills.
Annual Salary💰/Compensation💵:
Starting annual salary/comp. is 95K-105K ~ DOE/DOQ.
General Benefits💡:
- Retirement: 401(k) plan with annual employer contribution; employee deferrals
- Healthcare: Medical (HMO/PPO options), dental, and vision coverage; Dependent coverage, domestic partners coverage is available
- Life Insurance: Group and supplemental life insurance options available
- Disability: Long-term disability and long-term care insurance options available
- Wellbeing: Employee wellbeing initiatives, including EAP professional counseling and referral services
- Parking/Commuting Benefits: Parking is fully covered by the firm; commuter benefits are available
- Paid Time Off: Competitive vacation and sick leave; paid firm holidays
- Celebrations: Events for holidays, birthday commemorations, special staff acknowledgments and annual events
- Flexible Spending Account (FSA)/Plans – Sections 125 and 132 plans available
- Professional Development: On-boarding and in-house training programs, continuing learning and professional growth and development opportunities
- Notary Commission: The firm will cover all expenses associated with training and course materials
If interested in this active/open Trusts & Estates/Probate Legal Assistant role with this respected CA-based law practice located in downtown Los Angeles, CA (90071), and you meet the above qualifications/requirements, please contact the following D3 rep.:
Don Moser~D3 Search
📬don@d3search.com | ☎213-785-2485
🌐www.d3search.com
D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
