Executive Legal Assistant

D3 Search is actively seeking a Trust & Estates/Probate Legal Assistant on behalf of a respected NY-based law practice with a long-standing office located in West Los Angeles, CA (90067).

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 (90067)

Employer Work Model:

Hybrid work model (3 onsite/2 remote).

Position Summary 📒 :

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

join their West Los Angeles office (90067) . 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 💵 & Benefits:

Starting annual salary/comp. is up to 110K ~ DOE/DOQ. Robust & comprehensive health benefits package, 401K, generous PTO, paid onsite parking, hybrid 3/2 work model, annual reviews, etc.

If interested in this active/open Trusts & Estates/Probate Legal Assistant role with this respected NY-based law practice located in West Los Angeles, CA (90067), and you meet the above qualifications/requirements, please contact the following D3 rep.:

Don Moser~D3 Search

📬[email protected] ☎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.