Trust & Estate Legal Assistant

2 days ago

san diego, United States Adams & Martin Group Full time

Role: Trust & Estate Legal Assistant (will include probate litigation as well)
Hours: 40 hour work week, flexible start and end times
Salary:$80-98,000 (potential to go higher depending on experience)
Schedule: Hybrid (remote/in-office)
Parking: Fully covered and easily accessible
Benefits: 401k, life insurance, medical/dental/vision plans, bonus structure, PTO, holiday pay, firm events, and more

AMG is partnered with an esteemed law firm, honored as the "Best Law Firm" in both 2023 and 2024 by Best Lawyers and achieving National Tier 1 recognition. In collaboration, we are actively seeking an experienced Trust and Estate Legal Assistant. The firm's commitment to embracing advanced technologies and fostering progressive and innovative thinking allows them to adeptly navigate legal changes. Moreover, their commitment to collaboration presents a great opportunity to work with top lawyers in the city and tap into available tools to continue the development of your legal skills. Moreover, the San Diego office, is deeply involved in the legal community, offering exceptional event and networking opportunities.

Responsibilities:

  • Collect information and offer updates on case advancements to attorneys and clients.
  • Assist in the submission of probate and estate administration paperwork.
  • Engage with clients, beneficiaries, and external stakeholders
  • Oversee and organize client records meticulously, ensuring proper indexing and storage of all documents.
  • Format, proofread, and finalize legal documents such as pleadings, discovery, and correspondence.
  • Support Attorneys in both transactional and litigation trust and estate cases
  • Docket management, such as handling incoming mail by processing and scanning, ensuring electronic storage and appropriate submission to the Docket.

Qualifications:

  • Demonstrated experience as a Legal Assistant in Trust and Estates.
  • Ideally with 5+ years of experience (minimum of 4 years).
  • Experience handling Probate cases through litigation.
  • Exceptional organizational skills with an acute attention to detail.
  • Strong written and verbal communication abilities, effectively and professionally liaising with clients and external parties.
  • Familiarity with iManage is preferred but not required.
  • Adept at e-filing in state and federal court.
  • Capability to prioritize tasks and work independently as well as part of a team.
  • Professional demeanor, upholding the highest standards of client confidentiality and ethical conduct.
  • Comfortable supporting at least three attorneys.
  • Positive attitude and a sense of reliability.

If your interest and experience align, please apply or submit a Word version of your resume for immediate and confidential consideration. We look forward to hearing from you

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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