Estate Planning Legal Assistant Position Description
Join a collaborative, high-performing legal team where your skills make a meaningful impact.
We are seeking a detail-oriented and proactive Estate Planning Legal Assistant to support our Estate Planning, Tax, Probate, Trust Administration, and Business Formation practice areas. This role offers the opportunity to work closely with attorneys, clients, financial professionals, and fiduciaries in a professional and client-focused environment, with strong benefits and a positive workplace culture.
Position Summary:
The Estate Planning Legal Assistant provides comprehensive administrative and legal support to attorneys within the Estate Planning practice. This role requires excellent organizational skills, sound judgment, discretion, and the ability to manage multiple priorities while maintaining a high level of accuracy and professionalism. The successful candidate will assist with estate planning matters, gift and estate tax filings, probate proceedings, trust and estate administration, and business formation and structuring.
Key Responsibilities: Provide direct support to multiple estate planning attorneys.
Prepare, revise, proofread, and format estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related correspondence.
Assist with the preparation and filing of probate documents and court pleadings.
Support trust and estate administration matters, including maintaining records, preparing correspondence, tracking deadlines, and coordinating asset transfers.
Assist with the preparation, organization, and filing of gift and estate tax returns and supporting documentation.
Coordinate communications with clients, trustees, personal representatives, accountants, financial advisors, and government agencies.
Prepare engagement letters, client correspondence, and legal memoranda.
Process new client intake, including conflict checks and file setup.
Maintain and organize electronic and physical client files.
Manage attorney calendars, schedule appointments, meetings, and conference calls.
Assist with the formation and maintenance of business entities, including corporations, limited liability companies, partnerships, and related filings.
Prepare organizational documents for new business entities and maintain entity records.
Manage attorney time entries, expense reports, and billing-related tasks.
Provide administrative support for special projects and other assignments as needed.
Qualifications & Skills
High school diploma required; associate or bachelor’s degree preferred.
Prior experience in estate planning, probate, trust administration, tax, or business law preferred
Strong attention to detail and excellent organizational skills.
Ability to prioritize multiple projects and deadlines in a fast-paced environment.
Professional written and verbal communication skills with a strong client-service mindset.
Ability to handle confidential and sensitive information with discretion.
Strong proofreading and document preparation skills.
Resourceful, proactive, and able to work both independently and collaboratively.
Advanced proficiency in Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
Experience with legal document management systems and timekeeping software preferred.
Flexibility to work additional hours as needed to meet client and practice demands.
Parr Brown Gee & Loveless offers a competitive compensation package and a comprehensive range of benefits, including:
Medical, dental, and vision insurance
Life and disability insurance
Paid time off
We are proud to foster a supportive, team-oriented environment where employees are valued and opportunities for growth are encouraged.
