Estate Planning and Administration Assistant

2 weeks ago

San Diego, California, United States Adams & Martin Group Full time
About the Role

We are seeking an experienced Trust and Estate Legal Assistant to join our team at Adams & Martin Group. As a key member of our team, you will provide administrative support to our attorneys in the areas of trust and estate planning, probate, and litigation.

Responsibilities
  • Collect and disseminate information on case developments to attorneys and clients.
  • Assist in the preparation and submission of probate and estate administration documents.
  • Engage with clients, beneficiaries, and external stakeholders to ensure seamless communication and collaboration.
  • Oversee and organize client records with meticulous attention to detail, ensuring proper indexing and storage of all documents.
  • Format, proofread, and finalize legal documents, including pleadings, discovery, and correspondence.
  • Support attorneys in both transactional and litigation trust and estate cases.
  • Manage dockets, including handling incoming mail, processing and scanning, and ensuring electronic storage and submission.
Requirements
  • Demonstrated experience as a Legal Assistant in Trust and Estates.
  • Ideal candidate will have 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.
What We Offer

As a valued member of our team, you will have the opportunity to work with top lawyers in the city, tap into available tools to continue the development of your legal skills, and be part of a collaborative and innovative work environment.

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