Musick, Peeler & Garrett LLP is seeking an experienced Trust & Estates Legal Assistant to join our Los Angeles office. 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.
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.
Benefits/Comp:
We offer a collaborative and professional work environment with a competitive salary and excellent benefits. A summary of our benefits includes:
- 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
This position offers a salary range of $95K + DOE.
Firm Info:
Please visit www.musickpeeler.com for more detailed information about our firm.
Musick, Peeler & Garrett LLP provides equal employment opportunity to all employees and applicants without regard to race, color, creed, gender, religion, marital status, age, national origin, sex or any other applicable category protected by state and/or federal laws. In addition to federal law requirements, Musick, Peeler & Garrett LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the firm has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, retention, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
