Legal Assistant

Pay: $38.00 - $46.00 per hour

Why This Is a Great Opportunity

• Join a growing sophisticated legal practice serving high-net-worth and ultra-high-net-worth individuals and families
• Build meaningful client relationships and become a trusted point of contact throughout complex estate and probate matters
• Work closely with a senior attorney in a highly visible role where your judgment initiative and client service skills are valued
• Take ownership of matters spanning estate planning trust administration probate support and executive-level attorney support
• Join a collaborative people-focused environment committed to long-term careers and professional growth
• Non-exempt position with overtime eligibility

Location:

Irvine CA Full-time on-site opportunity in our Orange County office offering close collaboration with attorneys clients and the broader legal team.

Note:

Candidates must have 4 years of legal assistant experience specifically supporting probate trust and estate planning matters. Strong Microsoft Word and Excel skills are required along with the confidence and professionalism to communicate directly with sophisticated clients.

About Us

We are a growing full-service law firm serving business leaders executives entrepreneurs and high-net-worth families. Our approach is personal relationship-driven and focused on providing exceptional service while creating an environment where talented professionals can build meaningful careers. We value collaboration initiative sound judgment and people who take genuine pride in supporting clients and colleagues. Confidential Employer.

Job Description

• Serve as a primary point of contact for probate trust and estate planning clients
• Build strong client relationships through proactive communication follow-up and exceptional service
• Communicate professionally with high-net-worth individuals families financial advisors family offices and other trusted professionals
• Manage a senior attorneys calendar appointments priorities travel correspondence and follow-up commitments
• Prepare format proofread and finalize estate planning documents correspondence and client deliverables
• Coordinate estate planning meetings document signings notary appointments and witness requirements
• Assist with probate court filings and organize filing packages under attorney direction
• Support trust administration and maintain organized estate planning and probate matter files
• Track probate deadlines court hearing dates trust administration timelines and other critical dates
• Process correspondence with courts beneficiaries financial institutions and other parties
• Maintain accurate client and matter information using document management and legal technology systems
• Handle highly sensitive family financial and estate information with discretion and confidentiality

Qualifications

• 4 years of legal assistant experience in probate trust and estate planning
• Hands-on experience with estate planning documents trust administration and probate support
• Expert-level Microsoft Word and Excel skills
• Strong understanding of probate trust and estate planning terminology and procedures
• Excellent client-facing communication and relationship management skills
• Ability to independently manage calendars deadlines competing priorities and attorney support needs
• Strong technical aptitude with legal software and AI-assisted platforms
• NetDocs or comparable document management system experience preferred
• Senior attorney or executive support experience strongly preferred
• High school diploma or equivalent required; associates degree bachelors degree paralegal certificate or specialized estate planning training preferred

Why You Will Love Working Here

This is an opportunity to become an integral part of a sophisticated legal practice rather than simply providing behind-the-scenes administrative support. Youll build direct client relationships work closely with senior legal professionals and have meaningful ownership over the organization and service that keep complex matters moving. We value capable professionals who anticipate needs exercise good judgment and want their contributions to make a visible impact.

JPC-2176

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must-have: 4 years of exp in probate trust and estate planning and advanced Microsoft Word/Excel skills.

• Preferred Years as Associate: 5

Submission Email: Deb & Jennifer - ;

Quick Recruiter Reference

Senior Legal Assistant supporting a Probate Trust & Estate practice in Irvine. Requires 5 years of specialized probate trust and estate planning legal assistant experience. Heavy client contact estate planning documents probate/trust administration deadline management and senior attorney support.

Recruiters Submission: To submit cancel - Legal Assistant - FBFK Law - JPC- 2176 - source ()

**New Job Order Alert**

• Client job title: Legal Assistant
• Location: Irvine CA
• On-site hybrid remote: On-site
• Experience: 4
• Good fit job titles/keywords for candidates: Trust & Estates Legal Assistant Estate Planning Legal Assistant Probate Legal Assistant Trust Administration Legal Assistant Senior Legal Assistant
• # of hires needed: 1