Legal Administrative Assistant (Trust & Estates)
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Overview
Job Description
Offit Kurman, a growing Am Law 200 law firm, is seeking an experienced and detail-oriented Legal Administrative Assistant to support our Trusts & Estates practice in our New York City office. This role is ideal for a highly organized professional who thrives in a fast-paced legal environment and enjoys providing exceptional support to attorneys and clients.
Responsibilities
- Provide comprehensive administrative support to multiple Trusts & Estates attorneys.
- Manage complex attorney calendars, coordinate meetings, conference calls, travel arrangements, and client appointments.
- Prepare, proofread, edit, and format legal documents, correspondence, and client communications.
- Draft and assemble estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, living wills, certifications of trust, and related documents.
- Prepare execution copies, coordinate document signings, and ensure proper witnessing and notarization.
- Assemble estate planning portfolios, client binders, and closing books.
- Assist with probate and estate administration matters, including preparing court filings and supporting documentation.
- Coordinate electronic court filings and maintain organized electronic and physical client files.
- Monitor deadlines, manage multiple priorities, and provide ongoing matter management support.
- Assist with attorney time entry, billing, expense reports, and other administrative tasks.
- Communicate professionally with clients, courts, financial institutions, and outside professionals while delivering exceptional client service.
- Maintain strict confidentiality when handling sensitive client and firm information.
Qualifications
- 3+ years of legal administrative experience supporting a Trusts & Estates, Estate Planning, Probate, or Elder Law practice.
- Experience preparing estate planning documents, including wills, trusts, powers of attorney, and related planning documents.
- Working knowledge of probate procedures, estate administration, and court filing processes preferred.
- Experience supporting multiple attorneys in a law firm environment.
- Advanced proficiency with Microsoft Office Suite, particularly Word and Outlook, including legal document formatting.
- Experience with legal document management and billing software; familiarity with probate e-filing systems is a plus.
- Excellent organizational, time management, and multitasking skills with exceptional attention to detail.
- Strong written and verbal communication skills with a client-focused approach.
- Ability to work independently, prioritize competing deadlines, and adapt in a fast-paced environment.
- Professional, dependable, and committed to maintaining the highest level of confidentiality.
Apply now for consideration. Compensation is commensurate with experience.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
