Job DescriptionPrivate Client Legal Assistant (Trusts & Estates)LocationLos Angeles, CA (Hybrid - 3 days onsite, subject to change)
Salary$100,000 - $110,000
Position OverviewThe Private Client Assistant provides administrative and legal support to attorneys in the Trusts & Estates/Private Client group. This role combines legal administrative responsibilities with high-touch client interaction.
This position is ideal for a detail-oriented professional with prior Trusts & Estates experience who is comfortable supporting high-net-worth clients in a fast-paced environment.
Key ResponsibilitiesClient Support - Serve as a primary point of contact for high-net-worth and high-profile clients
- Coordinate meetings, calls, and travel logistics
- Handle confidential personal and financial information with discretion
Legal Administrative Support - Prepare, format, and proofread estate planning documents (wills, trusts, powers of attorney)
- Draft and edit correspondence and standard legal documents
- Maintain organized digital and physical filing systems
Calendar & Workflow Management - Manage attorney calendars, deadlines, and deliverables
- Track estate planning timelines and key filings
- Prioritize urgent client matters and workflow
Billing & Financial Coordination - Assist with time entry and billing processes
- Track invoices and coordinate with accounting
- Support documentation related to trusts and client accounts
Trust & Estate Support - Organize trust records, tax filings, and asset documentation
- Coordinate with external advisors (CPAs, financial advisors, banks)
- Maintain accurate records of client holdings and estate plans
General Administrative Support - Prepare materials for meetings and client presentations
- Provide support to multiple attorneys or within a team structure
Required Qualifications - Minimum 5+ years of Trusts & Estates experience
- Hands-on estate planning experience (required)
- Notary Public certification or willingness to obtain
- Strong organizational skills and attention to detail
- Ability to manage confidential and sensitive information
- Experience working with high-net-worth individuals
- Proficiency in Microsoft Office and legal/billing software
Preferred Qualifications - Background as a Legal Assistant or Legal Secretary (Trusts & Estates preferred)
- Experience in private client services or estate planning support
- Familiarity with trust administration processes
Ideal Candidate Profile - Early-to-mid career professional (not entry-level)
- Polished, professional, and client-focused
- Proactive, detail-oriented, and team-oriented
- Strong interpersonal and communication skills
- Comfortable working in a hybrid, in-office environment
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