Trusts & Estates/Corporate Assistant
Location: Westlake Village, CA
Salary Range: $60,000 to $80,000 per year, along with comprehensive benefits such as medical, dental, vision, etc.
Position Type: Full-Time, Onsite, Direct Hire
LHH is partnering with a well‑established boutique law firm in Westlake Village that specializes in trusts & estates, estate planning, probate administration, and corporate/business entity matters. They are seeking an experienced and detail‑oriented Trusts & Estates/Corporate Assistant to support a high-level practice and work directly with attorneys and clients. This role requires strong organizational skills, excellent client service, and the ability to manage a steady workflow involving both T&E and corporate administrative tasks.
Responsibilities:
- Assist with drafting, formatting, and preparing estate planning documents, including trusts, wills, powers of attorney, and related instruments
- Support trust and probate administration, including asset collection, maintenance of asset spreadsheets, preparation of correspondence, and communication with beneficiaries
- Prepare and organize corporate formation and maintenance documents, including entity formations, annual minutes, resolutions, and corporate record books
- Assist with filings related to business entities, including Secretary of State submissions and related compliance tasks
- Coordinate with financial institutions, accountants, appraisers, and fiduciaries to obtain necessary documents and asset information
- Prepare and maintain client files, calendars, and deadlines for both T&E and corporate matters
- Handle document execution, notarizations, scanning, and organization of completed estate planning binders
- Communicate professionally with clients, trustees, beneficiaries, and business owners regarding status updates and required action items
- Provide general administrative support to attorneys as needed, ensuring efficient workflow and accurate documentation
Qualifications:
- Minimum of 3 years of experience supporting a trusts & estates practice; experience with corporate/entity support strongly preferred
- Strong understanding of estate planning and probate concepts, terminology, and procedures
- Familiarity with corporate filings, entity maintenance, and basic business compliance documents
- Excellent attention to detail, accuracy, and follow‑through
- Strong written and verbal communication skills and a client‑service mindset
- Proficiency with legal software, document management systems, and Microsoft Office
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
