Estate Planning Legal Assistant

Pay: $58,000.00 - $65,000.00 per year

Why This Is a Great Opportunity

• Join an established, respected legal team where accuracy, professionalism, and exceptional client service are genuinely valued
• Work directly with attorneys on sophisticated estate planning, trust, probate, and client matters
• Build valuable experience preparing and revising important legal documents for individuals and families
• Receive generous PTO, employer provided downtown parking, and eligibility for annual performance based bonuses
• Take ownership of meaningful work in a role where strong administrative skills and attention to detail make an immediate impact
• Work with experienced professionals who appreciate a sharp, dependable Legal Assistant who takes pride in producing excellent work

Location: This is a full time, on site position in downtown Oklahoma City, OK, 40 hours per week. We provide parking, making your downtown commute easier and more convenient.

Note: Candidates must have 2 years of professional legal support experience and genuinely advanced Microsoft Word, word processing, and document management skills. You should be comfortable formatting and revising detailed legal documents from attorney markups. Estate planning experience is highly desirable but not required.

About Us

We are an established Oklahoma law firm committed to providing precise, thoughtful, and highly personalized legal service. Our attorneys work with sophisticated individuals, families, businesses, and organizations, and our support professionals play an important role in delivering an exceptional client experience. We value professionalism, accuracy, confidentiality, and people who take ownership of their work. Confidential Employer.

Job Description

• Prepare, format, revise, and finalize sophisticated legal documents, including wills, trusts, powers of attorney, advance directives, deeds, beneficiary designations, and trust funding documents
• Accurately incorporate attorney markups and revisions into complex documents while maintaining consistent formatting and exceptional attention to detail
• Draft correspondence and professional client communications
• Assist attorneys with estate planning, probate, and trust administration matters
• Gather, review, and organize financial, personal, business, and asset information from clients
• Coordinate estate planning document execution and signing appointments
• Prepare deeds, real estate transfer documents, probate filings, and other legal documents
• Maintain organized physical and electronic client files using document management systems
• Monitor deadlines, calendars, outstanding client information, signatures, and follow up items
• Communicate professionally with clients, financial institutions, accountants, advisors, county offices, and other parties
• Handle highly sensitive and confidential information with discretion and professionalism

Qualifications

• 2 years of professional legal support experience
• Advanced Microsoft Word and word processing skills required
• Strong document management and electronic file management skills required
• Demonstrated ability to format and revise detailed documents from attorney markups
• Excellent attention to detail, organization, proofreading, and follow through
• Strong written and verbal communication skills
• Professional, personable, and comfortable communicating with sophisticated clients
• Ability to manage confidential information with discretion
• Estate planning, trusts, probate, or trust administration experience preferred

Why You Will Love Working Here

• Your technical skills and attention to detail will be recognized and valued
• You will work on substantive legal matters rather than purely routine administrative tasks
• You will interact with attorneys and clients and see the direct impact of your work
• You will receive generous PTO and convenient employer provided parking
• Annual performance based bonuses reward strong contributions
• You will join a professional environment where precision, client service, and dependable teamwork matter

JPC-2117

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance