Trusts and Estates Legal Assistant

Our client seeking a Trusts and Estates Legal Assistant to support the San Diego office.  Applicants should have a minimum of 5 years’ experience working in trusts and estates.

Responsibilities:

• Assist attorneys with the filing of probate and estate administration documents.
• Communicate with clients, beneficiaries, and external parties to gather information and provide updates on case progress.
• Manage and maintain accurate and organized client files, ensuring all documents are properly indexed and stored.
• Formatting, proofreading and finalizing pleadings, discovery and correspondence.
• Processing and scanning incoming mail, ensuring all documents are saved electronically and sent to Docket when appropriate.

Qualifications:

• Proven experience working as a Legal Assistant with knowledge of the Probate/Trusts and Estates practice and procedures.
• Strong organizational skills with meticulous attention to detail.
• Excellent written and verbal communication skills, with the ability to effectively communicate with clients and external parties.
• Proficient in MS Word, Outlook and Adobe; experience with FileSite/iManage is a plus, but not required.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Professional demeanor with the utmost respect for client confidentiality and ethical standards.
• Applicant must be punctual and dependable.
• Strong interpersonal skills and the ability to work collaboratively within a team.

Salary range: $80,000-$98,000/year