Legal Assistant (Estate Planning Dept)

Seeking: Estate Planning Legal Assistant (to be trained into Estate Planning Paralegal over the next 12 months).

We are a fast-growing estate planning and private wealth law firm committed to delivering exceptional client experiences and precise legal work. As we continue to expand, we are hiring an Estate Planning Legal Assistant who thrives in a high-performance, client-centered environment.

This role is critical to ensuring clients feel supported, informed, and confident from their first call through the signing of their estate plan.

If you are Hungry, Scrappy, Smart, Anti-Fragile, and Accountable — keep reading.

$50,000 Base

What You’ll Do

• Serve as a primary point of contact for estate planning clients
• Keep Track of consultations, drafting meetings, and signing appointments
• Manage document assembly and coordinate with attorneys and paralegals
• Ensure client files are organized, complete, and accurate
• Track workflow timelines and follow up on outstanding items
• Assist with document signings and execution logistics
• Maintain internal systems and support process improvement

You will play a key role in delivering a seamless and high-end client experience.

• 3+ years of legal administrative experience (estate planning experience preferred)
• Exceptional organizational and time-management skills
• Strong written and verbal communication skills
• Comfortable working in a fast-paced environment
• High attention to detail
• Tech-savvy and comfortable with case management software and document systems
• Professional presence and client-facing confidence

Bonus if you:

• Have prior experience in an estate planning or probate firm
• Enjoy improving systems and creating operational efficiency
• Aspire to grow into expanded responsibilities over time

Our Core Values

We hire based on character and performance:

• Hungry – You want to grow and contribute.
• Scrappy – You figure things out.
• Smart – You communicate thoughtfully and think critically.
• Anti-Fragile – You handle pressure with composure.
• Accountable – You own your work and your results.

We hold a high bar — and we support you in reaching it.

Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.

Our Vision:

We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact.

We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.