Private Client Legal Assistant

Private Client Legal Assistant (Trusts \& Estates)

Location

Los Angeles, CA (Hybrid – 3 days onsite, subject to change)

Salary

$100,000 – $110,000

Position Overview

The 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 Responsibilities

Client 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