Estate Planning Legal Assistant

1 month ago


California, United States LHH Full time
Job Title: Estates Planning Legal Assistant

Location: San Francisco, CA (Hybrid)

Salary: $85,000 to $120,000 per year annually, along with Paid Time Off, Paid Sick Time and Holidays, Healthcare, Dental and Vision Coverage, 401k

Position Type: Full-Time, Direct Hire, 2-3 Days Onsite

LHH is seeking a highly experienced Estates Planning Legal Assistant to join our dynamic legal team in San Francisco. This is a hybrid role offering the flexibility to work remotely while maintaining a presence in our San Francisco office as needed.

Responsibilities:
  • Assist in the preparation and filing of legal documents related to estate planning, including wills, trusts, powers of attorney, and advance healthcare directives.
  • Coordinate and manage estate planning projects from inception to completion, ensuring accuracy and timeliness.
  • Conduct legal research and gather relevant client information to assist attorneys in formulating estate planning strategies.
  • Prepare and organize trust administration documents, including trust accountings, trust funding schedules, and beneficiary communications.
  • Assist with probate filings and court submissions.
  • Maintain and update client files, ensuring the confidentiality and accuracy of all records.
  • Communicate directly with clients, beneficiaries, and financial institutions to gather necessary information or provide updates on estate planning matters.
  • Schedule meetings, appointments, and hearings for attorneys, and coordinate the signing of legal documents.
  • Manage attorney calendars and deadlines, ensuring timely completion of filings and tasks.
Qualifications:
  • Minimum of 3+ years of experience as a legal assistant, specifically in estate planning or probate.
  • Strong knowledge of estate planning principles, probate procedures, and trust administration.
  • Excellent organizational skills with strong attention to detail.
  • Ability to work independently and handle multiple priorities in a fast-paced environment.
  • Proficient in legal research tools and estate planning software.
  • Exceptional written and verbal communication skills.
  • Ability to handle confidential information with discretion.


  • California, United States Lighthouse Legal Search Full time

    Position Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Overview:A distinguished law firm in San Francisco is seeking to enhance its Trusts and Estates Litigation Practice. This firm is celebrated for its legal acumen and is presenting a rare opportunity for a skilled individual, team, or boutique firm to take charge...


  • California, United States Lighthouse Legal Search Full time

    Position Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Profile:We are seeking a distinguished attorney to take charge of our Trusts and Estates Litigation Practice at a leading law firm in San Francisco. This firm is celebrated for its legal prowess and is presenting an exceptional opportunity for a skilled...

  • Senior Partner

    2 months ago


    California, United States Lighthouse Legal Search Full time

    Position Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Overview:We are representing a distinguished law firm in San Francisco seeking to enhance its Trusts and Estates Litigation Practice. This firm is well-respected in the legal field and presents a remarkable opportunity for a skilled individual, team, or boutique...


  • California, United States Lighthouse Legal Search Full time

    {"title": "Trusts and Estates Litigation Opportunity", "subtitle": "Join a Prestigious Law Firm in San Francisco", "content": "Are you a seasoned attorney looking to spearhead a Trusts and Estates Litigation practice?We are seeking a talented individual, group, or small boutique to lead and grow our Trusts and Estates Litigation practice.As a key member of...

  • Senior Partner

    2 months ago


    California, United States Lighthouse Legal Search Full time

    Position Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Profile:A distinguished law firm in San Francisco is seeking to enhance its Trusts and Estates Litigation Practice. This firm is well-regarded for its legal expertise and presents a remarkable opportunity for a skilled individual, team, or boutique firm to take...

  • Senior Partner

    2 months ago


    California, United States Lighthouse Legal Search Full time

    Position Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Overview:We are representing a distinguished law firm in San Francisco that is looking to enhance its Trusts and Estates Litigation Practice. This firm is celebrated for its proficiency in the legal sector and is presenting a remarkable opportunity for a skilled...


  • California, United States Barnes, Pailhe & King Legal Search Full time

    Job Summary:Barnes, Pailhe & King Legal Search is seeking a dedicated and experienced paralegal to join their trusts and estates practice. As a member of our team, you will work closely with attorneys to manage multiple projects, deadlines, and client needs.Key Responsibilities:Manage trust administration, probate, and estate planning projectsWork closely...


  • US-, California, MO, USA Law Firms Full time

    The ideal candidate will possess a deep understanding of estate planning strategies and tax laws, as well as excellent communication and interpersonal skills to work effectively with clients and colleagues.Key Responsibilities:Develop and implement comprehensive trust and estate plans, including drafting and reviewing legal documents, advising clients, and...


  • California, United States Adams & Martin Group Full time

    Transactional Legal Secretary/AssistantWe are seeking a highly skilled Transactional Legal Secretary/Assistant to join our team at Adams & Martin Group. The ideal candidate will have 3+ years of experience in a real estate transactional environment.Key Responsibilities:Drafting and reviewing contractsManaging contract databasesAssisting with transaction...


  • California, United States Adams & Martin Group Full time

    Transactional Legal Secretary/AssistantWe are seeking a highly skilled Transactional Legal Secretary/Assistant to join our team at Adams & Martin Group. The ideal candidate will have 3+ years of experience in a real estate transactional environment.The successful candidate will be responsible for drafting, reviewing, and redlining contracts, managing...


  • california, United States Law Firms Full time

    The ideal candidate will have 2+ years of experience in trust and estate planning, and administration. They should have a deep understanding of estate planning strategies and tax laws and excellent communication and interpersonal skills to work with clients and colleagues.Responsibilities:Handles all aspects of trust and estate planning, and administration,...


  • california, United States Law Firms Full time

    The ideal candidate will have 2+ years of experience in trust and estate planning, and administration. They should have a deep understanding of estate planning strategies and tax laws and excellent communication and interpersonal skills to work with clients and colleagues.Responsibilities:Handles all aspects of trust and estate planning, and administration,...


  • California, United States Adams & Martin Group Full time

    Transactional Legal Secretary/AssistantWe are seeking a highly skilled and experienced Transactional Legal Secretary/Assistant to join our team at Adams & Martin Group. The ideal candidate will have 3+ years of transactional experience within a real estate environment.Key Responsibilities:Drafting, reviewing, and redlining contractsManaging contract...


  • California, United States Adams & Martin Group Full time

    Transactional Legal Secretary/AssistantWe are seeking a highly skilled and experienced Transactional Legal Secretary/Assistant to join our team at Adams & Martin Group in West Los Angeles.About the RoleThis is a fantastic opportunity for a motivated and organized individual to work in a dynamic and reputable law firm environment. As a Transactional Legal...


  • california, United States Ascendion Full time

    Our law firm client is seeking a skilled trust and estate attorney to join their legal team. The ideal candidate will have experience in estate planning, probate, and trust administration. This is a REMOTE position in California.Key Responsibilities:Draft and review estate planning documents, including wills, trusts, and powers of attorney.Guide clients...


  • California, United States AGG Legal Staffing Full time

    Job Summary:AGG Legal Staffing is seeking a highly organized and detail-oriented Legal Assistant to support two attorneys with all phases of discovery, trial preparation, and communication with clients. The ideal candidate will have experience working for a law firm, be proficient in Federal and State filing and service procedures, and possess excellent...

  • Real Estate Attorney

    1 month ago


    California, USA, United States Success Matcher Recruitment, LLC Full time

    Real Estate Attorney Job DescriptionSuccess Matcher Recruitment, LLC is seeking a highly experienced Real Estate Attorney to join their team. The ideal candidate will possess a robust background in commercial real estate law, with extensive experience in the acquisition, ownership, and disposition of real property.Key Responsibilities:Transaction Management:...


  • California, United States NextGen | GTA: A Kelly Telecom Company Full time

    Job Title: Network Real Estate Specialist / Developer - IIILocation: Walnut Creek, CA (Hybrid)At NextGen | GTA: A Kelly Telecom Company, we are seeking an experienced and proactive Network Real Estate Specialist to join our dynamic team focused on real estate site development for macro network sites.Key Responsibilities:Manage and oversee real estate site...

  • Legal Assistant

    4 weeks ago


    California, United States Nexus Staff Inc. Full time

    Job Title: Legal AssistantWe are seeking a highly organized and detail-oriented Legal Assistant to join our team at Nexus Staff Inc. in San Francisco.The successful candidate will provide administrative support to our attorneys, ensuring the smooth operation of our office. This is a permanent, on-site position that requires strict confidentiality.Key...


  • California, United States DOWNS PHAM & KUEI LLP Full time

    OpportunityDowns Pham & Kuei LLP is a San Francisco-based boutique law firm specializing in complex real estate and corporate transactions, with a focus on tax-advantaged financing for affordable housing and community development. We help clients acquire, develop, sell, lease, and finance real estate assets nationwide. We seek a candidate with at least 2-3...