Trust & Estates Legal Assistant

Frontline Source Group

  • Dallas, TEXAS
  • 1 day ago

    Highlights

    Trust & Estates Legal Assistant Role Provide dedicated day-to-day administrative and legal support to one attorney within the Trust & Estates practice. Trust & Estates Legal Assistant Our client in Dallas, Texas is seeking a Trust & Estates Legal Assistant for a Direct Hire opportunity.

    Numbers & Facts

    LocationDallas, TEXAS

    Description

    Trust & Estates Legal Assistant

    Our client in Dallas, Texas is seeking a Trust & Estates Legal Assistant for a Direct Hire opportunity. This is an in-office position.

    Client Profile

    Established full-service law firm with a sophisticated Trust & Estates practice and a strong reputation in the Texas legal market. The firm offers a professional, collaborative environment, excellent benefits, long-term stability, and the opportunity to work alongside experienced attorneys.

    Trust & Estates Legal Assistant Role

    Provide dedicated day-to-day administrative and legal support to one attorney within the Trust & Estates practice

    Assist with estate planning, probate, and related Trust & Estates matters

    Prepare, revise, organize, and maintain legal documents and correspondence

    Coordinate client meetings, document execution, appointments, and matter-related activities

    Manage attorney calendars, deadlines, and follow-up items

    Communicate professionally with clients regarding scheduling, documents, and administrative matters

    Maintain organized physical and electronic client files

    Scan, profile, index, and save documents within the firm's document management systems

    Assist with the organization, maintenance, and storage of original estate planning documents

    Maintain accurate records relating to original and executed client documents

    Prepare correspondence and transmittal materials as needed

    Handle confidential and sensitive client information with discretion

    Proactively keep matters organized and moving forward

    Trust & Estates Legal Assistant Background Profile

    Prior law firm or comparable legal experience required

    Trust & Estates experience required or strongĀ Probate experience would be considered

    Approximately 1 to 3 years of relevant experience may be sufficient

    Candidates do not need to have spent their entire legal career within Trust & Estates if they have meaningful experience supporting the practice area

    Experience supporting estate planning, probate, wills, trusts, estate administration, or related matters preferred

    Strong document and file management skills

    Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint

    Experience with legal document management systems preferred

    Strong organizational skills and attention to detail

    Professional written and verbal communication skills

    Ability to work independently, manage deadlines, and provide proactive support

    Ability to handle confidential and sensitive information appropriately

    Features

    Profit Sharing 401(k)

    Paid parking or mass transit subsidy

    Three weeks of vacation with additional vacation based on tenure

    10 paid holidays

    Healthcare and wellness plans

    HSA with employer contributions

    Life insurance

    Accidental death and dismemberment insurance

    Paid short-term and long-term disability

    Ā 

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