Trust & Estates Legal Assistant
Job 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 strong 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
Job Requirements
Additional Information
dfwHR is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
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