Executive Legal Assistant

D3 Search is seeking a Trust & Estates/Probate Legal Assistant on behalf of a respected CA-based law practice with its headquartered offices located in Los Angeles, CA (90071).

Position Title🎯:

Trust & Estates/Probate Legal Assistant

• Important Note🔓: 5 years previous Trust & Estates/Probate experience in a LAW PRACTICE is REQUIRED.

Location/Map📌:

Los Angeles, CA (90071)

Employer Work Model:

Hybrid work model (4 onsite/1 remote).

Position Summary📒:

Respected CA-based law practice is seeking an experienced Trust & Estates Legal Assistant to

join their downtown Los Angeles office (90071). This is a full-time and non-exempt position. The role supports a busy practice focused on Estate and Tax Planning, Trust Administration, and Probate matters. This role involves a high level of client-facing interaction and requires someone who is polished, professional, and able to meet confidently with clients, vendors, and third parties while handling those relationships at a high level.

Requirements📢:

• Minimum five (5) years of extensive Trust and Estates experience, with a strong background in Estate Planning, Trust Administration, and Probate.
• Excellent administrative, organizational, calendaring, and follow-up skills are required.
• Familiarity with CompuLaw is a plus (or similar calendaring system) but not required.
• Strong attention to detail, accuracy, and overall high-quality work product is required.
• Exceptional written and verbal communication skills is required.
• E-filing and/or probate litigation and court filing experience is a plus.
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
• Familiarity with iManage or similar document management systems is preferred.
• Ability to take initiative and manage assignments timely.
• Associate's degree or greater preferred.
• Notary Commission is a plus and encouraged. All Commission costs are covered by the firm.

Specific Duties & Responsibilities🔍:

• Assist with preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning legal documents.
• High volume scheduling duties, calendar meetings on Outlook, schedule appointments in person and on Zoom.
• Prepare quarterly tax payments on multiple trust accounts.
• Prepare property tax payments and insurance renewals for trust accounts.
• Work with CPAs and bookkeepers on client accounts.
• Heavy interaction with bank representatives on client trust accounts.
• Prepare and record deeds, prepare binders, and other related documents.
• Print, scan, proofread, and edit legal documents with a high level of accuracy.
• Maintain organized files and track case progress efficiently.
• Manage Excel spreadsheets for several trust account expenses.
• Manage client communications and draft professional correspondence.
• Collaborate with attorneys and team members while demonstrating strong independent work skills.

Annual Salary💰/Compensation💵:

Starting annual salary/comp. is 95K ~ DOE/DOQ.

General Benefits💡:

• Retirement: 401(k) plan with annual employer contribution; employee deferrals
• Healthcare: Medical (HMO/PPO options), dental, and vision coverage; Dependent coverage, domestic partners coverage is available
• Life Insurance: Group and supplemental life insurance options available
• Disability: Long-term disability and long-term care insurance options available
• Wellbeing: Employee wellbeing initiatives, including EAP professional counseling and referral services
• Parking/Commuting Benefits: Parking is fully covered by the firm; commuter benefits are available
• Paid Time Off: Competitive vacation and sick leave; paid firm holidays
• Celebrations: Events for holidays, birthday commemorations, special staff acknowledgments and annual events
• Flexible Spending Account (FSA)/Plans – Sections 125 and 132 plans available
• Professional Development: On-boarding and in-house training programs, continuing learning and professional growth and development opportunities
• Notary Commission: The firm will cover all expenses associated with training and course materials

If interested in this active/open Trusts & Estates/Probate Legal Assistant role with this respected CA-based law practice located in downtown Los Angeles, CA (90071), and you meet the above qualifications/requirements, please contact the following D3 rep.:

Don Moser~D3 Search

📬don@d3search.com | ☎213-785-2485

🌐www.d3search.com

D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.