Trust & Estates Legal Assistant - Probate & Estate Planning Orion Placement - 5.0 Irvine, CA Job Details Full-time $38 - $46 an hour 1 day ago Benefits Health insurance Dental insurance Paid time off Vision insurance Retirement plan Qualifications Estate administration Microsoft Word Customer communication Microsoft Excel Customer relationship building Civil litigation support Client rapport building AI tools proficiency Word embeddings Trust administration High school diploma or GED Legal administrative experience Client services Client management Probate process support Law office experience Legal case management Estate planning Technical Proficiency Full Job Description Why This Is a Great Opportunity Join a growing, sophisticated legal practice serving high-net-worth and ultra-high-net-worth individuals and families Build meaningful client relationships and become a trusted point of contact throughout complex estate and probate matters Work closely with a senior attorney in a highly visible role where your judgment, initiative, and client service skills are valued Take ownership of matters spanning estate planning, trust administration, probate support, and executive-level attorney support Join a collaborative, people-focused environment committed to long-term careers and professional growth Non-exempt position with overtime eligibility

Location:

Irvine, CA — Full-time, on-site opportunity in our Orange County office, offering close collaboration with attorneys, clients, and the broader legal team.

Note:

Candidates must have 4+ years of legal assistant experience specifically supporting probate, trust, and estate planning matters. Strong Microsoft Word and Excel skills are required, along with the confidence and professionalism to communicate directly with sophisticated clients. About Us We are a growing, full-service law firm serving business leaders, executives, entrepreneurs, and high-net-worth families. Our approach is personal, relationship-driven, and focused on providing exceptional service while creating an environment where talented professionals can build meaningful careers. We value collaboration, initiative, sound judgment, and people who take genuine pride in supporting clients and colleagues. Confidential Employer. Job Description Serve as a primary point of contact for probate, trust, and estate planning clients Build strong client relationships through proactive communication, follow-up, and exceptional service Communicate professionally with high-net-worth individuals, families, financial advisors, family offices, and other trusted professionals Manage a senior attorney's calendar, appointments, priorities, travel, correspondence, and follow-up commitments Prepare, format, proofread, and finalize estate planning documents, correspondence, and client deliverables Coordinate estate planning meetings, document signings, notary appointments, and witness requirements Assist with probate court filings and organize filing packages under attorney direction Support trust administration and maintain organized estate planning and probate matter files Track probate deadlines, court hearing dates, trust administration timelines, and other critical dates Process correspondence with courts, beneficiaries, financial institutions, and other parties Maintain accurate client and matter information using document management and legal technology systems Handle highly sensitive family, financial, and estate information with discretion and confidentiality Qualifications 4+ years of legal assistant experience in probate, trust, and estate planning Hands-on experience with estate planning documents, trust administration, and probate support Expert-level Microsoft Word and Excel skills Strong understanding of probate, trust, and estate planning terminology and procedures Excellent client-facing communication and relationship management skills Ability to independently manage calendars, deadlines, competing priorities, and attorney support needs Strong technical aptitude with legal software and AI-assisted platforms NetDocs or comparable document management system experience preferred Senior attorney or executive support experience strongly preferred High school diploma or equivalent required; associate's degree, bachelor's degree, paralegal certificate, or specialized estate planning training preferred Why You Will Love Working Here This is an opportunity to become an integral part of a sophisticated legal practice rather than simply providing behind-the-scenes administrative support. You'll build direct client relationships, work closely with senior legal professionals, and have meaningful ownership over the organization and service that keep complex matters moving. We value capable professionals who anticipate needs, exercise good judgment, and want their contributions to make a visible impact.

JPC-2176

Pay:

$38.00 - $46.00 per hour

Benefits:

Dental insurance Health insurance Paid time off Retirement plan Vision insurance Application Question(s): Do you have advanced proficiency in Microsoft Word and Excel? This role is on-site at the Irvine, CA, location. Confirm you are okay with this: Y/N Briefly explain which role on your resume best aligns with this position and why. If you have any resume gaps, please briefly explain. In what city/state do you currently reside? What base salary range would you need to make a move? Pls keep it aligned with your directly relevant experience, as candidates seeking compensation above their experience level may not be considered.

Experience:

probate, trust, and estate planning : 4 years (Required)

Work Location:

In person