Job Description
Job DescriptionTrust & Estate Planning Legal Assistant
Location: Downtown San Diego, CA
Professional law firm in Downtown San Diego seeking a Trust/Estate Planning Legal Assistant.
Key Responsibilities
Client communication
Answer phones/emails, provide status updates, and coordinate signatures and notarizations.
Document preparation and filing
Assemble execution copies, oversee signing ceremonies, manage witnessing/notarization, and prepare closing binders and electronic copies.
Records and file management
Open/close and maintain physical and electronic files, apply naming conventions, and ensure version control.
Manage document management systems; scan, index, and retrieve records; maintain document templates.
Calendaring and workflow
Manage attorney calendars, ticklers, and task lists; coordinate meetings with clients, fiduciaries, advisors, and courts.
Prepare meeting agendas, exhibits, and follow-up notes; track action items to completion.
Billing and administrative support
Handle mail, copying, supplies, vendor coordination, and office logistics as needed.
Compliance and confidentiality
Maintain client confidentiality and comply with firm policies and applicable rules.
Qualifications
1–3+ years of experience in a law firm or legal department; trusts & estates or probate experience preferred.
Strong drafting, proofreading, and formatting skills (grammar, citations, numbering, TOCs).
Proficiency with Microsoft 365 (Word, Excel, Outlook), PDFs/e-sign tools, and document management systems; experience with court e-filing platforms.
Excellent organization, attention to detail, and deadline management; able to juggle multiple matters.
Clear, professional communication with clients and third parties (banks, courts, financial advisors).
Discretion and professionalism handling sensitive information.
Preferred: Notary commission
Key Competencies
Detail accuracy and quality control
Client service mindset with empathy and tact
Initiative and follow through
Process discipline and reliability
Team collaboration and accountability
Equal Opportunity Employer / Disabled / Protected Veterans
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The pay transparency policy is available here:
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For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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Company DescriptionThis company offers growth and a great group of people to work with.
Company Description
This company offers growth and a great group of people to work with.