Probate/Estate Planning Legal Assistant
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Overview
Remote
On-site
Compensation
$95,000-$95,000/year
Job Description
Are you ready to transition from a mid-sized or large law firm to a reputable 18 attorney firm, offering a collaborative environment and a GREAT team to work with? This firm was established in 1997 and has proudly served as counsel for clients ranging from individuals and new entities to Fortune 500 companies. Our client, located in the Memorial area, is seeking an Estate Planning/Probate Legal Assistant. Position:Probate/EstatePlanning Legal AssistantLocation:Memorial| 100% In-OfficePay: up to $95K + generous bonusesBenefits: Medical & Dental Paid100%, matched 401K, free parking100%In-OfficeKey Responsibilities
- Draft and prepare estate planning documents including wills, trusts, powers of attorney, and advance directives
- Assist with the preparation and filing of probate documents and court filings
- Maintain frequent communication with clients, financial institutions, and court personnel in a professional and courteous manner
- Answer and route phone calls for attorneys
- Manage attorney calendars, deadlines, and key milestones related to court filings, trust funding, and estate matters
- Coordinate signing meetings, notary services, and document execution
- Review and analyze financial documents, beneficiary designations, and asset information
- Maintain and organize physical and electronic client files in accordance with firm procedures
- Assist attorneys with research, correspondence, and preparation of IRS and state tax forms related to estates and trusts (e.g., Forms 706 and 709)
- Provide general administrative and legal support as needed
- Minimum 5 years of experience as a legal secretary, with at least 3 years in estate planning strongly preferred
- Strong working knowledge of estate planning documents, probate processes, and trust administration
- Familiarity with court, state, and county filing systems and probate procedures
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Experience with document management systems such as iManage and legal billing software
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple priorities and deadlines efficiently
- High level of discretion and confidentiality when handling sensitive client information
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FAQs About Probate/Estate Planning Legal Assistant Jobs at Burnett Specialists
What is the work location for this position at Burnett Specialists?
This job at Burnett Specialists is located in Houston, TX, 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 Burnett Specialists?
Candidates can expect a pay range of $95,000 and $95,000 per year.
What employment applies to this position at Burnett Specialists?
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 Burnett Specialists?
You can apply for this role at Burnett Specialists either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.