Trust & Estates Legal Assistant

Our client in Dallas, Texas is seeking a Trust & Estates Legal Assistant for a Direct Hire opportunity. This is an in-office position.

Client Profile

Established full-service law firm with a sophisticated Trust & Estates practice and a strong reputation in the Texas legal market. The firm offers a professional, collaborative environment, excellent benefits, long-term stability, and the opportunity to work alongside experienced attorneys.

Trust & Estates Legal Assistant Role

* Provide dedicated day-to-day administrative and legal support to one attorney within the Trust & Estates practice

* Assist with estate planning, probate, and related Trust & Estates matters

* Prepare, revise, organize, and maintain legal documents and correspondence

* Coordinate client meetings, document execution, appointments, and matter-related activities

* Manage attorney calendars, deadlines, and follow-up items

* Communicate professionally with clients regarding scheduling, documents, and administrative matters

* Maintain organized physical and electronic client files

* Scan, profile, index, and save documents within the firm's document management systems

* Assist with the organization, maintenance, and storage of original estate planning documents

* Maintain accurate records relating to original and executed client documents

* Prepare correspondence and transmittal materials as needed

* Handle confidential and sensitive client information with discretion

* Proactively keep matters organized and moving forward

Trust & Estates Legal Assistant Background Profile

* Prior law firm or comparable legal experience required

* Trust & Estates experience required or strong Probate experience would be considered

* Approximately 1 to 3 years of relevant experience may be sufficient

* Candidates do not need to have spent their entire legal career within Trust & Estates if they have meaningful experience supporting the practice area

* Experience supporting estate planning, probate, wills, trusts, estate administration, or related matters preferred

* Strong document and file management skills

* Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint

* Experience with legal document management systems preferred

* Strong organizational skills and attention to detail

* Professional written and verbal communication skills

* Ability to work independently, manage deadlines, and provide proactive support

* Ability to handle confidential and sensitive information appropriately

Features

* Profit Sharing 401(k)

* Paid parking or mass transit subsidy

* Three weeks of vacation with additional vacation based on tenure

* 10 paid holidays

* Healthcare and wellness plans

* HSA with employer contributions

* Life insurance

* Accidental death and dismemberment insurance

* Paid short-term and long-term disability