Trust & Estates Legal Assistant
Job Summary
The Legal Administrative Assistant for the Trusts & Estates Section works closely with all members of the group to perform legal administrative functions for a busy team. This position will report to the Supervising Attorneys and Director of Human Resources and will be based in Houston, Texas. This position is non-exempt and requires four days in the office with one remote day.
Duties and Responsibilities
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Serve as the primary contact for clients by answering attorneys’ phones, fielding questions, and ensuring excellent client service
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Coordinate client appointments and meetings ensuring timely and efficient scheduling
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Prepare engagement letters and process conflicts to onboard clients
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Enter, review, and revise attorney timesheets and transmit invoices by email to clients
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Prepare documents for client meetings and serve as a witness/notary during will signings
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Prepare Estate Planning Binders to be sent to clients
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Draft standard cover letters for correspondence, memoranda, and other legal documents
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Submit attorney expense reimbursements
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E-file documents in probate court
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Coordinate delivery of original will and obtain file-stamped copy of wills
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Calendar due dates in Asana and follow up with attorneys to ensure progression on matters
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Organization and retention of the Will Vault including identifying legacy estate documents for filing, destruction, or client follow-up through obituary and probate record research.
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Coordinate with county court clerks to ensure proper filing of Wills in accordance with jurisdiction-specific requirements and maintain accurate records.
Knowledge/Skills/Abilities
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Minimum of three to five years of legal assistant experience in a Trusts & Estates practice in a law firm
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Excellent organizational skills and attention to detail
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Polished and professional client service and relations
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Strong computer proficiency in the use of MS Office (Word, Excel, PowerPoint, and Outlook), Document Management System, Time Entry, e-Filing, and database software
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Demonstrates flexibility in a dynamic work environment
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Self-Starter that takes initiative to ensure deadlines are met
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Prolonged periods of sitting at a desk and working on a computer
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Must be able to lift 15 pounds at times
Benefits and Perks
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Competitive benefits package that includes medical, dental, vision, life insurance, short & long term disability, and other ancillary benefits
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Generous Firm contribution to employee HSA Accounts each year, as well as, matching and profit sharing in our Firm’s 401(k) profit sharing program
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Central downtown location and choice of firm-paid garage parking or firm-paid monthly transportation allowance
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Digital family planning platform providing support through various life journeys and Backup Care Benefit
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Generous paid time off and 11 paid holidays
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Wellness Program that includes gym reimbursements, GoPivot wellness platform, teledoc resources for physical and mental health appointment and Employee Assistance Program (EAP)
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Quarterly training program for professional development
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Employee led Social Committee with regular social events and monthly community service opportunities
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Competitive salary that reflects your experience and skills
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Newly renovated office with cold brew/tea on tap, elevated coffee/espresso machines, and snacks in the kitchen