Trust and Estate Legal Assistant | Hybrid Role | Up to $115k

We’re looking for a detail-oriented and experienced Trust and Estate Legal Assistant to step into a key role supporting meaningful client matters.

This hybrid position offers the opportunity to work closely with an attorney who values strong organization and proactive communication, with a month-long transition alongside the outgoing secretary to ensure a smooth onboarding process.

Why You Should Apply

• Competitive Salary: Earn up to $115k based on your experience.
• Hybrid Schedule: Work three days in-office (Monday, Wednesday, Thursday) and enjoy flexibility the rest of the week.
• Comprehensive Benefits: Full benefits package to support your health, wellness, and retirement goals.
• Meaningful Work: Contribute to impactful trust and estate matters that make a difference in clients' lives.

What You’ll Do

• Collaborate with the outgoing secretary during a one-month transition to get up to speed on existing workflows.
• Respond to a high volume of client and internal emails, prioritizing and addressing communications efficiently.
• Draft, proofread, and organize legal documentation, including wills, trusts, codicils, and estate planning agreements.
• Maintain the attorney’s documentation processes to ensure smooth operations and seamless organization.
• Schedule appointments, meetings, and conference calls, while managing a dynamic calendar.
• Serve as the first point of contact for clients, ensuring all interactions are handled professionally and confidentially.
• Coordinate filing systems (both electronic and paper-based), process incoming/outgoing mail, and handle conflict-of-interest checks.
• Manage billing tasks, including time entry and expense reports, ensuring accuracy and timely processing.
• Provide administrative support such as arranging travel, preparing itineraries, and organizing meeting materials.

What You’ll Bring

• Experience: At least 5 years as a legal assistant specializing in trusts and estates.
• Certification: Notary certification is a significant plus.
• Skills: Exceptional organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.
• Technical Proficiency: Familiarity with iManage is preferred but not required.
• Professionalism: Strong communication skills, confidentiality, and a proactive approach to supporting attorneys and clients.

Excited to Take the Next Step?
If you’re an experienced legal assistant eager to contribute to meaningful trust and estate work - Apply Today!

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with conviction and arrest records. Avata Partners is an Equal Opportunity Employer.

Job Type: Full-time

Pay: Up to $115,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• trusts and estates legal assistant: 5 years (Preferred)