Trust & Estates Legal Assistant

Trust & Estates Legal Assistant

Our client in Dallas, Texas is seeking a Trust & Estates Legal Assistant for a Direct Hire opportunity. This is an in-office position.

Client Profile

Established full-service law firm with a sophisticated Trust & Estates practice and a strong reputation in the Texas legal market. The firm offers a professional, collaborative environment, excellent benefits, long-term stability, and the opportunity to work alongside experienced attorneys.

Trust & Estates Legal Assistant Role

• Provide dedicated day-to-day administrative and legal support to one attorney within the Trust & Estates practice

• Assist with estate planning, probate, and related Trust & Estates matters

• Prepare, revise, organize, and maintain legal documents and correspondence

• Coordinate client meetings, document execution, appointments, and matter-related activities

• Manage attorney calendars, deadlines, and follow-up items

• Communicate professionally with clients regarding scheduling, documents, and administrative matters

• Maintain organized physical and electronic client files

• Scan, profile, index, and save documents within the firm's document management systems

• Assist with the organization, maintenance, and storage of original estate planning documents

• Maintain accurate records relating to original and executed client documents

• Prepare correspondence and transmittal materials as needed

• Handle confidential and sensitive client information with discretion

• Proactively keep matters organized and moving forward

Trust & Estates Legal Assistant Background Profile

• Prior law firm or comparable legal experience required

• Trust & Estates experience required or strong Probate experience would be considered

• Approximately 1 to 3 years of relevant experience may be sufficient

• Candidates do not need to have spent their entire legal career within Trust & Estates if they have meaningful experience supporting the practice area

• Experience supporting estate planning, probate, wills, trusts, estate administration, or related matters preferred

• Strong document and file management skills

• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint

• Experience with legal document management systems preferred

• Strong organizational skills and attention to detail

• Professional written and verbal communication skills

• Ability to work independently, manage deadlines, and provide proactive support

• Ability to handle confidential and sensitive information appropriately

Features

• Profit Sharing 401(k)

• Paid parking or mass transit subsidy

• Three weeks of vacation with additional vacation based on tenure

• 10 paid holidays

• Healthcare and wellness plans

• HSA with employer contributions

• Life insurance

• Accidental death and dismemberment insurance

• Paid short-term and long-term disability