Private Client Legal Assistant
ProsumLos Angeles, CA
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Overview
Remote
On-site
Job Description
Private Client Legal Assistant (Trusts & Estates)LocationLos Angeles, CA (Hybrid 3 days onsite, subject to change)Salary$100,000 $110,000Position OverviewThe Private Client Assistant provides administrative and legal support to attorneys in the Trusts & Estates/Private Client group. This role combines legal administrative responsibilities with high-touch client interaction.This position is ideal for a detail-oriented professional with prior Trusts & Estates experience who is comfortable supporting high-net-worth clients in a fast-paced environment.Key ResponsibilitiesClient Support
- Serve as a primary point of contact for high-net-worth and high-profile clients*
- Coordinate meetings, calls, and travel logistics*
- Handle confidential personal and financial information with discretion
- Prepare, format, and proofread estate planning documents (wills, trusts, powers of attorney)*
- Draft and edit correspondence and standard legal documents*
- Maintain organized digital and physical filing systems
- Manage attorney calendars, deadlines, and deliverables*
- Track estate planning timelines and key filings*
- Prioritize urgent client matters and workflow
- Assist with time entry and billing processes*
- Track invoices and coordinate with accounting*
- Support documentation related to trusts and client accounts
- Organize trust records, tax filings, and asset documentation*
- Coordinate with external advisors (CPAs, financial advisors, banks)*
- Maintain accurate records of client holdings and estate plans
- Prepare materials for meetings and client presentations*
- Provide support to multiple attorneys or within a team structure
- Minimum 5+ years of Trusts & Estates experience*
- Hands-on estate planning experience (required)*
- Notary Public certification or willingness to obtain*
- Strong organizational skills and attention to detail*
- Ability to manage confidential and sensitive information*
- Experience working with high-net-worth individuals*
- Proficiency in Microsoft Office and legal/billing software
- Background as a Legal Assistant or Legal Secretary (Trusts & Estates preferred)*
- Experience in private client services or estate planning support*
- Familiarity with trust administration processes
- Early-to-mid career professional (not entry-level)*
- Polished, professional, and client-focused*
- Proactive, detail-oriented, and team-oriented*
- Strong interpersonal and communication skills*
- Comfortable working in a hybrid, in-office environment
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FAQs About Private Client Legal Assistant Jobs at Prosum
What is the work location for this position at Prosum?
This job at Prosum is located in Los Angeles, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Prosum?
Employer has not shared pay details for this role.
What employment applies to this position at Prosum?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Prosum?
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