Legal Assistant

Trust Counsel PLCoral Gables, FL
6d

About The Position

Legal Assistant (Estate Planning Dept) Seeking: Estate Planning Legal Assistant (to be trained into Estate Planning Paralegal over the next 12 months). We are a fast-growing estate planning and private wealth law firm committed to delivering exceptional client experiences and precise legal work. As we continue to expand, we are hiring an Estate Planning Legal Assistant who thrives in a high-performance, client-centered environment. This role is critical to ensuring clients feel supported, informed, and confident from their first call through the signing of their estate plan. If you are Hungry, Scrappy, Smart, Anti-Fragile, and Accountable — keep reading. You will play a key role in delivering a seamless and high-end client experience.

Requirements

  • 3+ years of legal administrative experience (estate planning experience preferred)
  • Exceptional organizational and time-management skills
  • Strong written and verbal communication skills
  • Comfortable working in a fast-paced environment
  • High attention to detail
  • Tech-savvy and comfortable with case management software and document systems
  • Professional presence and client-facing confidence

Nice To Haves

  • Have prior experience in an estate planning or probate firm
  • Enjoy improving systems and creating operational efficiency
  • Aspire to grow into expanded responsibilities over time

Responsibilities

  • Serve as a primary point of contact for estate planning clients
  • Keep Track of consultations, drafting meetings, and signing appointments
  • Manage document assembly and coordinate with attorneys and paralegals
  • Ensure client files are organized, complete, and accurate
  • Track workflow timelines and follow up on outstanding items
  • Assist with document signings and execution logistics
  • Maintain internal systems and support process improvement
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