Trust and Estate Legal Assistant

1 week ago


San Diego, California, United States Adams & Martin Group Full time
Job Title: Trust and Estate Legal Assistant

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 administration, probate litigation, and estate planning.

Responsibilities:
  • Collect and update information on case advancements for attorneys and clients.
  • Assist in the submission of probate and estate administration paperwork.
  • Engage with clients, beneficiaries, and external stakeholders to ensure seamless communication.
  • Organize and maintain client records, ensuring proper indexing and storage of all documents.
  • Format, proofread, and finalize legal documents, including pleadings, discovery, and correspondence.
  • Support attorneys in transactional and litigation trust and estate cases.
  • Docket management, 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 experience of 5+ years (minimum of 4 years).
  • Experience handling Probate cases through litigation.
  • Exceptional organizational skills with attention to detail.
  • Strong written and verbal communication abilities.
  • Familiarity with iManage is preferred but not required.
  • Adept at e-filing in state and federal court.
  • Capability to prioritize tasks and work independently and as part of a team.
  • Professional demeanor, upholding client confidentiality and ethical conduct.
  • Comfortable supporting multiple attorneys.
  • Positive attitude and reliability.

We are an equal opportunity employer and welcome applications from qualified candidates. Please submit your resume and a cover letter for immediate consideration.



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