Legal Assistant - Estate Planning

Professional Alternatives
Houston, TX

Job ID#: 39627

Our client is seeking a Legal Secretary to support attorneys in a busy estate planning, probate, and trust administration practice. The ideal candidate is organized, detail-oriented, professional, and committed to providing exceptional client service.

Responsibilities

  • Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives
  • Assist with probate filings and court documents
  • Communicate with clients, financial institutions, and court personnel
  • Manage attorney calendars, deadlines, and scheduling
  • Coordinate document signings, notary services, and execution of estate planning documents
  • Organize and maintain client files and records
  • Assist with correspondence, legal research, and estate/trust tax filings
  • Provide general administrative and legal support

Qualifications

  • Minimum 5 years of secretarial experience; estate planning experience preferred
  • Knowledge of estate planning, probate, and trust administration
  • Familiarity with court filing systems and legal terminology
  • Proficiency in Microsoft Office, document management, and legal billing software
  • Strong organizational, communication, and multitasking skills
  • Ability to handle confidential information with discretion

Experience with Westlaw, GEMS, Interactive Legal Suite, and FlexDraft is a plus.

Founded in 1998, Professional Alternatives is an award-winning recruiting and that utilizes technology and relationships to deliver top talent. Connect with us today!

Posted 2026-06-25

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