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Senior Estate Planning Legal Assistant

Minted Search Group

Apply estate planning expertise to complex wills, family trusts, and administration matters while supporting lawyers with accurate legal documentation. Manage priorities confidently.

This Legal Assistant role serves a busy Tax and Estates practice with responsibilities spanning estate planning and corporate reorganizations. You will organize client files, prepare reports, manage time-sensitive documents, and maintain systems for important dates. Strong communication supports clients, vendors, and lawyers.

Key Responsibilities:

  • Draft correspondence and documents for wills and family trusts
  • Support estate administration and corporate reorganization reporting
  • Open, organize, manage, and close client files
  • Maintain tickler systems for key task dates
  • Coordinate appointments and provide daily calendar briefings

Requirements:

  • At least five years’ experience in law or professional services
  • Preferred background in Tax and Estates practices
  • Recognized community college Legal Assistant program completion
  • Working knowledge of Closing Folders, MinuteBox, and Carpe Diem
  • Accuracy, discretion, judgment, and strong time management skills

Support estate planning lawyers through meticulous drafting, reporting, scheduling, file administration, and deadline-focused task management.

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Vacancy posted 6 hours ago
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