What are the responsibilities and job description for the Trust & Estate Legal Assistant position at LHH US?
Trust & Estates Legal Assistant
Los Angeles, CA | Direct Hire | Full-Time, Non-Exempt
LHH has partnered with a well-established law firm in Los Angeles is seeking an experienced Trust & Estates Legal Assistant to support a busy and sophisticated Trusts & Estates practice. This is an excellent opportunity for a detail-oriented professional who enjoys client interaction and working in a collaborative, high-quality legal environment.
Position Overview
This role supports a practice focused on Estate Planning, Trust Administration, and Probate. The Legal Assistant will work closely with attorneys, clients, financial institutions, and third parties and must be polished, professional, and confident in managing high-touch client relationships.
Key Responsibilities
• Assist with preparation of estate planning documents, including wills, trusts, and powers of attorney
• Manage high-volume calendaring and scheduling (Outlook, Zoom, in-person meetings)
• Prepare quarterly tax payments for multiple trust accounts
• Prepare property tax payments and insurance renewals for trust accounts
• Coordinate with CPAs, bookkeepers, and financial institutions
• Communicate regularly with bank representatives regarding trust accounts
• Prepare and record deeds and assemble estate planning binders
• Draft professional correspondence and manage client communications
• Print, scan, proofread, and edit legal documents with a high level of accuracy
• Maintain organized files and track case progress
• Manage Excel spreadsheets related to trust account expenses
• Collaborate with attorneys and team members while working independently when needed
Qualifications
• Minimum 5 years of Trust & Estates experience, including estate planning, trust administration, and probate
• Strong administrative, organizational, calendaring, and follow-up skills
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Proficiency in Microsoft Office (Word, Outlook, Excel, Teams) and Adobe Pro
• Experience with e-filing and/or probate litigation filings preferred
• Familiarity with CompuLaw or similar calendaring systems a plus
• Experience with iManage or similar document management systems preferred
• Associate's degree or higher preferred
• Notary Commission a plus (all commission costs covered by the firm)
Job Details
• In-office 4 days per week, 1 remote day per week
• Hybrid schedule available after 45 days of employment
Compensation
• $95,000 annually, depending on experience and qualifications
Benefits
• Paid vacation, sick leave, and firm holidays
• Medical, dental, and vision insurance
• 401(k) plan
• Group life insurance and long-term disability
• Supplemental insurance options
• Flexible Spending Account (FSA)
• Employee Assistance Program (EAP)
• Monthly travel/parking allowance
*This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $95,000 - $105,000 per year and benefits may include medical, dental, vision, and 401k plans.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Pay Details: $95,000.00 to $105,000.00 per year
Search managed by: Deavonnie Spadoni
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
Los Angeles, CA | Direct Hire | Full-Time, Non-Exempt
LHH has partnered with a well-established law firm in Los Angeles is seeking an experienced Trust & Estates Legal Assistant to support a busy and sophisticated Trusts & Estates practice. This is an excellent opportunity for a detail-oriented professional who enjoys client interaction and working in a collaborative, high-quality legal environment.
Position Overview
This role supports a practice focused on Estate Planning, Trust Administration, and Probate. The Legal Assistant will work closely with attorneys, clients, financial institutions, and third parties and must be polished, professional, and confident in managing high-touch client relationships.
Key Responsibilities
• Assist with preparation of estate planning documents, including wills, trusts, and powers of attorney
• Manage high-volume calendaring and scheduling (Outlook, Zoom, in-person meetings)
• Prepare quarterly tax payments for multiple trust accounts
• Prepare property tax payments and insurance renewals for trust accounts
• Coordinate with CPAs, bookkeepers, and financial institutions
• Communicate regularly with bank representatives regarding trust accounts
• Prepare and record deeds and assemble estate planning binders
• Draft professional correspondence and manage client communications
• Print, scan, proofread, and edit legal documents with a high level of accuracy
• Maintain organized files and track case progress
• Manage Excel spreadsheets related to trust account expenses
• Collaborate with attorneys and team members while working independently when needed
Qualifications
• Minimum 5 years of Trust & Estates experience, including estate planning, trust administration, and probate
• Strong administrative, organizational, calendaring, and follow-up skills
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Proficiency in Microsoft Office (Word, Outlook, Excel, Teams) and Adobe Pro
• Experience with e-filing and/or probate litigation filings preferred
• Familiarity with CompuLaw or similar calendaring systems a plus
• Experience with iManage or similar document management systems preferred
• Associate's degree or higher preferred
• Notary Commission a plus (all commission costs covered by the firm)
Job Details
• In-office 4 days per week, 1 remote day per week
• Hybrid schedule available after 45 days of employment
Compensation
• $95,000 annually, depending on experience and qualifications
Benefits
• Paid vacation, sick leave, and firm holidays
• Medical, dental, and vision insurance
• 401(k) plan
• Group life insurance and long-term disability
• Supplemental insurance options
• Flexible Spending Account (FSA)
• Employee Assistance Program (EAP)
• Monthly travel/parking allowance
*This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $95,000 - $105,000 per year and benefits may include medical, dental, vision, and 401k plans.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Pay Details: $95,000.00 to $105,000.00 per year
Search managed by: Deavonnie Spadoni
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Salary : $95,000 - $105,000