Offit Kurman is seeking a proactive, detail-oriented Legal Administrative Assistant to support a four-attorney Estates & Trusts practice. The ideal candidate will possess a strong background in probate and trust administration, estate planning support, and trust & estate litigation.
This role requires a candidate who can effectively balance litigation support responsibilities with transactional estate planning and trust administration work while providing exceptional client service.
Responsibilities
- Manage complex calendars, court deadlines, and scheduling for probate, trust litigation, and estate planning matters.
- Prepare, format, proofread, and file litigation documents, including petitions, motions, notices of hearings, pleadings, correspondence, and court-required forms.
- Handle state court e-filing and electronic service for probate and trust litigation matters, ensuring compliance with local court rules and filing procedures.
- Coordinate hearing logistics, maintain hearing calendars, and prepare and file notices of hearings and related court documents.
- Support probate and trust administration matters by preparing fiduciary correspondence, probate pleadings, inventories, accountings, and related documentation.
- Assist with estate planning matters, including assembling and organizing estate planning portfolios, binders, and client deliverables.
- Prepare and coordinate deed transfers, real property conveyance documents, trust funding documentation, and related recording requirements.
- Maintain and organize electronic and physical client files, ensuring accurate document management and matter organization.
- Communicate professionally with clients, beneficiaries, fiduciaries, courts, title companies, financial institutions, and opposing counsel.
- Assist attorneys with trial, mediation, and hearing preparation, including exhibit preparation, hearing binders, witness materials, and case organization.
- Coordinate client meetings, document execution appointments, notarizations, and follow-up communications.
- Support matter intake, conflict checks, and administrative functions as needed.
Qualifications
- 5 years of legal administrative experience, preferably within an Estates & Trusts practice.
- Significant experience supporting probate, trust administration, and estate planning matters.
- Strong trust and estate litigation experience, including preparation and filing of probate court pleadings and notices of hearings.
- Experience with state court e-filing systems and electronic service procedures.
- Familiarity with probate court procedures, fiduciary administration, and contested trust and estate matters.
- Experience preparing estate planning portfolios and supporting trust funding efforts.
- Knowledge of deed preparation, recording requirements, and real property transfers.
- Active Notary Public Commission preferred.
- Proficiency with Microsoft Office Suite and legal practice management systems.
- Exceptional organizational skills with the ability to manage multiple attorneys, competing priorities, and deadline-driven work.
- Strong written and verbal communication skills with a professional and client-service-oriented demeanor.
- Ability to work independently while collaborating effectively within a team environment.
Apply now for consideration. Compensation commensurate with experience.
