Legal Assistant
D3 Search, Los Angeles, CA, United States
D3 Search is seeking a
Trust & Estates/Probate Legal Assistant
on behalf of a respected CA-based law practice with its headquartered offices located in downtown
Los Angeles, CA (90071).
Important Note : 5+ years previous Trust & Estates/Probate experience in a LAW PRACTICE is REQUIRED.
Employer Work Model:
Respected CA-based law practice is seeking an experienced
Trust & Estates Legal Assistant
to
join their
downtown Los Angeles office (90071) . This is a
full-time and non-exempt position . The role supports a busy practice focused on
Estate and Tax Planning, Trust Administration, and Probate matters.
This role involves a high level of client-facing interaction and requires someone who is polished, professional, and able to meet confidently with clients, vendors, and third parties while handling those relationships at a high level.
Minimum
five (5) years of extensive Trust and Estates experience,
with a strong background in Estate Planning, Trust Administration, and Probate.
Excellent administrative, organizational, calendaring, and follow-up skills are required.
Familiarity with CompuLaw is a plus (or similar calendaring system) but not required.
Strong attention to detail, accuracy, and overall high-quality work product is required.
Exceptional written and verbal communication skills is required.
E-filing and/or probate litigation and court filing experience is a plus.Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
Familiarity with iManage or similar document management systems is preferred.
Ability to take initiative and manage assignments timely.
Associate's degree or greater preferred.
Notary Commission is a plus and encouraged. All Commission costs are covered by the firm.
Assist with preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning legal documents.
High volume scheduling duties, calendar meetings on Outlook, schedule appointments in person and on Zoom.
Prepare quarterly tax payments on multiple trust accounts.
Prepare property tax payments and insurance renewals for trust accounts.
Work with CPAs and bookkeepers on client accounts.
Heavy interaction with bank representatives on client trust accounts.
Prepare and record deeds, prepare binders, and other related documents.
Print, scan, proofread, and edit legal documents with a high level of accuracy.
Maintain organized files and track case progress efficiently.
Manage Excel spreadsheets for several trust account expenses.
Manage client communications and draft professional correspondence.
Collaborate with attorneys and team members while demonstrating strong independent work skills.
Starting annual salary/comp. is
95K-105K ~ DOE/DOQ.
Retirement: 401(k) plan with annual employer contribution; employee deferrals
Healthcare: Medical (HMO/PPO options), dental, and vision coverage; Dependent coverage, domestic partners coverage is available
Life Insurance: Group and supplemental life insurance options available
Disability: Long-term disability and long-term care insurance options available
Wellbeing: Employee wellbeing initiatives, including EAP professional counseling and referral services
Parking/Commuting Benefits: Parking is fully covered by the firm; commuter benefits are available
Paid Time Off: Competitive vacation and sick leave; paid firm holidays
Celebrations: Events for holidays, birthday commemorations, special staff acknowledgments and annual events
Flexible Spending Account (FSA)/Plans – Sections 125 and 132 plans available
Professional Development: On-boarding and in-house training programs, continuing learning and professional growth and development opportunities
Notary Commission: The firm will cover all expenses associated with training and course materials
If interested in this active/open
Trusts & Estates/Probate Legal Assistant
role with this respected CA-based law practice located in downtown
Los Angeles, CA (90071)
and you meet the above qualifications/requirements, please contact the following D3 rep.:
Don Moser~D3 Search
D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
#J-18808-Ljbffr
Trust & Estates/Probate Legal Assistant
on behalf of a respected CA-based law practice with its headquartered offices located in downtown
Los Angeles, CA (90071).
Important Note : 5+ years previous Trust & Estates/Probate experience in a LAW PRACTICE is REQUIRED.
Employer Work Model:
Respected CA-based law practice is seeking an experienced
Trust & Estates Legal Assistant
to
join their
downtown Los Angeles office (90071) . This is a
full-time and non-exempt position . The role supports a busy practice focused on
Estate and Tax Planning, Trust Administration, and Probate matters.
This role involves a high level of client-facing interaction and requires someone who is polished, professional, and able to meet confidently with clients, vendors, and third parties while handling those relationships at a high level.
Minimum
five (5) years of extensive Trust and Estates experience,
with a strong background in Estate Planning, Trust Administration, and Probate.
Excellent administrative, organizational, calendaring, and follow-up skills are required.
Familiarity with CompuLaw is a plus (or similar calendaring system) but not required.
Strong attention to detail, accuracy, and overall high-quality work product is required.
Exceptional written and verbal communication skills is required.
E-filing and/or probate litigation and court filing experience is a plus.Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
Familiarity with iManage or similar document management systems is preferred.
Ability to take initiative and manage assignments timely.
Associate's degree or greater preferred.
Notary Commission is a plus and encouraged. All Commission costs are covered by the firm.
Assist with preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning legal documents.
High volume scheduling duties, calendar meetings on Outlook, schedule appointments in person and on Zoom.
Prepare quarterly tax payments on multiple trust accounts.
Prepare property tax payments and insurance renewals for trust accounts.
Work with CPAs and bookkeepers on client accounts.
Heavy interaction with bank representatives on client trust accounts.
Prepare and record deeds, prepare binders, and other related documents.
Print, scan, proofread, and edit legal documents with a high level of accuracy.
Maintain organized files and track case progress efficiently.
Manage Excel spreadsheets for several trust account expenses.
Manage client communications and draft professional correspondence.
Collaborate with attorneys and team members while demonstrating strong independent work skills.
Starting annual salary/comp. is
95K-105K ~ DOE/DOQ.
Retirement: 401(k) plan with annual employer contribution; employee deferrals
Healthcare: Medical (HMO/PPO options), dental, and vision coverage; Dependent coverage, domestic partners coverage is available
Life Insurance: Group and supplemental life insurance options available
Disability: Long-term disability and long-term care insurance options available
Wellbeing: Employee wellbeing initiatives, including EAP professional counseling and referral services
Parking/Commuting Benefits: Parking is fully covered by the firm; commuter benefits are available
Paid Time Off: Competitive vacation and sick leave; paid firm holidays
Celebrations: Events for holidays, birthday commemorations, special staff acknowledgments and annual events
Flexible Spending Account (FSA)/Plans – Sections 125 and 132 plans available
Professional Development: On-boarding and in-house training programs, continuing learning and professional growth and development opportunities
Notary Commission: The firm will cover all expenses associated with training and course materials
If interested in this active/open
Trusts & Estates/Probate Legal Assistant
role with this respected CA-based law practice located in downtown
Los Angeles, CA (90071)
and you meet the above qualifications/requirements, please contact the following D3 rep.:
Don Moser~D3 Search
D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
#J-18808-Ljbffr