92 Trusts And Estates jobs in the United States

We are conducting a search for a Trust & Estates Assistant for a large global law firm to be based in their Los Angeles office.

What You'll Do: Responsible for providing administrative support and secretarial assistance to assigned attorneys/legal personnel pertaining to all aspects of trusts and estates. Assignment involves a level of document production, administrative functions, and client contact requiring excellent secretarial and technical skills. This position typically supports three or more attorneys or other legal personnel as a primary assignment and also provides back-up secretarial assistance to other attorneys/legal personnel as requested.

Maintains professionalism and strict confidentiality in all client and Firm matters.

Essential duties and responsibilities include, but may not be limited to, the following:

• Generate, prepare, and organize documentation and forms requisite to the trusts and estates practice area, such as wills, codicils, agreements, amendments, trusts, powers, designations, distribution provisions, etc.
• Create, edit, and compile large, complex, heavily formatted documents as well as prepare routine correspondence, memoranda, and other legal documents from draft or dictated. Proofread all documents for accuracy and completeness.
• Manage and maintain calendar and assist in meeting deadlines. Heavy client contact and must schedule appointments and meetings, arrange for conference rooms, and communicate information to all respective parties.
• Answer the telephone, and screen and process incoming telephone calls. Set up conference calls.
• Input attorney/legal personnel's time utilizing the Firm's time entry software on a daily basis.
• Receive, sort, and distribute incoming mail. Process outgoing mail to assure timely delivery. Send filing electronically on an ongoing basis.
• Open new client matters and request conflict of interest checks.
• Make travel arrangements, prepare itineraries, and compile documents for travel-related meetings.
• Prepare expense reports for each attorney/legal personnel. Submit to accounting for processing.
• Prepare and keep current desk instructions with respect to each assigned attorney/legal personnel.
• If applicable, prepare and process client billing utilizing Firm billing software. Review/edit/prepare and proofread prebills and invoices; assure client billing is sent out accurately and timely.

Pay: $90,000.00 - $105,000.00 per year

Job description:

Note: This position requires employees to work on a hybrid schedule at our clients Baltimore office (34 days per week on-site, with flexibility to be in the office more frequently based on business needs).

Note: The qualified candidate for this position must have at least 5 years of experience in Trusts & Estates, with strong knowledge of Maryland probate administration.

About Our Client
Our client is a highly regarded law firm with a strong trusts and estates practice, known for providing sophisticated estate planning, probate, and trust administration services. With a collaborative team of attorneys and paralegals, the firm is committed to delivering high-quality service to clients while supporting the growth and development of its professionals.

Job Description

• Handle trusts and estates administration with minimal supervision
• Draft probate and trust-related documents and filings in Maryland courts
• Manage case files, track deadlines, and coordinate estate planning documents
• Communicate directly with clients, beneficiaries, and financial institutions
• Assist with preparation of estate tax returns and related documents
• Work closely with attorneys in Baltimore and occasionally support other offices
• Utilize trust and estate software such as GEMs, OneSource Estate & Trust, or CCH ProSystems
• Meet annual paralegal billable target of 1,300 hours

Qualifications

• Minimum of 5 years experience in trusts and estates (Maryland experience required)
• Paralegal certificate preferred; high school diploma or GED required
• Proficiency with probate and trust administration in Maryland courts
• Familiarity with estate and trust software (GEMs, OneSource, CCH ProSystems)
• Excellent organizational skills and attention to detail
• Ability to work independently and manage multiple priorities
• Strong written and verbal communication skills

Why This Is a Great Opportunity

• Join a respected firm with an established trusts and estates practice
• Work closely with partners and associates on complex estate matters
• Hybrid flexibility with opportunities for growth and development
• Competitive compensation and comprehensive benefits package
• Supportive team culture with experienced paralegal colleagues

JPC-403

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Career Consulting Partners has partnered with one of the top largest General Practice & Private Wealth law firms in Los Angeles, CA. With over 100 years of history, they remain committed to serving clients throughout the West Coast with specialization in a variety of law practices including, Trust Administration, Estate Planning, Corporate Law, Tax Strategy, and many others. With nearly 1,000 years of combined attorney experience, they are seeking a senior-level attorney with a background in trust and estate planning and administration   to join the team.

The Estate Planning practice provides an active and vigorous environment supporting trusts and estates matters related to estate planning, probate, will and trust preparation, power of attorney, insurance, retirement benefits, and much more. While leading individuals and families to build and secure the state, they also help create financial security. 

As a senior level Associate in the Estate Planning group, you will be representing businesses, public entities, families, individuals, and trusts and estates. This role offers the opportunity to work alongside other trusted legal advisors and to provide clients with assistance achieving their goals.

• Draft and implement complex estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and health care directives
• Design and execute wealth transfer strategies, including charitable trusts and family limited partnerships
  
• Advise fiduciaries and beneficiaries in the administration of trusts and estates, including asset distribution, tax filings, and fiduciary duties
  
• Collaborate with Partners on client strategy while handling matters independently from start to finish
  
• Manage client relationships and collaborate with external counsel, delivering practical, business-driven legal solutions

• 8+ years of experience in estate planning, trust administration, estate and gift tax planning, and related private client services
• Ability to meet a billable requirement of 1,800+ hours annually
• Confidently receive assignments from Partners, and manage a substantial caseload with efficiency and precision
• Demonstrated communication skills, both written and verbal, with an ability to effectively interact with clients and counsel
• Active California Bar admission
• Detail-oriented and demonstrated ability to think critically and strategically
• Ability to work effectively in a team-oriented, fast-paced environment

• Compensation: $180,000 - $200,000
• Plus discretionary bonuses, and additional compensation for exceeding billable hours.
• Comprehensive medical, dental, and vision insurance, mental health support (EAP, therapy, mindfulness apps), Peloton membership, and a Well-Being Program focused on mental health awareness.
• Unlimited PTO, paid holidays, bereavement, jury duty, and leave of absence options.
• Adoption assistance, back-up care, fertility coverage, elder care services, life and disability insurance, and pet insurance.
• 401(k) plan, financial consultations, firm HSA contributions, FSAs for healthcare and childcare, and student loan refinancing programs.

• El Segundo, CA 90245
• Near Los Angeles International Airport

Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward.

Pay: $65,000.00 - $85,000.00 per year

Job description:

Note: This hybrid position requires employees to be on-site 3 days a week at our clients Hackensack, NJ office.

Note: The qualified candidate for this position must have prior administrative experience in a law firm or professional services environment, preferably within tax, trusts, or estates.

About Our Client

Our client is a respected law firm with offices throughout the East Coast, recognized for their work in tax, trusts, and estates law. They foster a professional and collaborative workplace where employees are valued and supported in their career development.

Job Description

• Assist attorneys in preparing and organizing Trusts & Estates binders and related documents
• Compile letters, emails, and materials for client deliverables
• Assemble final binder sets for mailing, ensuring accurate formatting and FedEx shipment preparation
• Print, label, and process outgoing correspondence and documents
• Support attorneys during client meetings by preparing and organizing required materials
• Submit check requests and manage administrative forms
• Save and organize documents in the firms document management system (MyCase, iManage, or similar)
• Open new client files, run conflict checks, and prepare administrative documents
• Provide coverage for the Client Services Representative, including handling original documents and vault maintenance

Qualifications

• Prior administrative assistant experience in a law firm or professional services environment
• Familiarity with trusts, estates, or tax law preferred
• Strong organizational and communication skills
• Proficiency with Microsoft Office and document management systems (MyCase, iManage, or similar)
• Ability to prioritize multiple tasks and work independently with attention to detail

Why This Is a Great Opportunity

• Join a highly regarded law firm in a key support role
• Work closely with attorneys and gain exposure to trusts, estates, and tax matters
• Professional, team-oriented work environment
• Competitive pay and comprehensive benefits package

JPC-394

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Pay: $225,000.00 - $315,000.00 per year

Note: This hybrid position requires employees to work on a hybrid schedule, with three days per week in-office at our clients NYC office.

Note: The qualified candidate for this position must have at least 3 years of experience in tax, trusts, and estates law, with bar admission in at least one state where our client has an office.

About Our Client
Our client is a prestigious, full-service law firm with offices across major U.S. markets including New York, Florida, New Jersey, Delaware, Washington, D.C., Texas, and Maryland. They are known for their sophisticated practice, exceptional client service, and collaborative environment, offering attorneys the opportunity to handle complex legal matters with national reach.

Job Description

• Advise clients on estate planning, wealth transfer, and asset protection strategies
• Draft wills, trusts, powers of attorney, and other estate planning documents
• Handle estate and trust administration, including probate proceedings
• Provide tax planning advice for high-net-worth individuals and families
• Conduct legal research on federal and state tax issues impacting estates and trusts
• Collaborate with colleagues in tax, corporate, and litigation practices as needed
• Maintain strong client relationships through responsive and clear communication

Qualifications

• JD from an accredited law school
• At least 3 years of experience in tax, trusts, and estates law
• LL.M. in Taxation or Estate Planning preferred
• Bar admission in at least one state where our client has an office (NY, NJ, FL, etc.)
• Strong legal research, writing, and communication skills
• Excellent academic credentials and ability to manage multiple matters effectively

Why This Is a Great Opportunity

• Join a highly respected national law firm with a sophisticated trusts & estates practice
• Hybrid schedule allowing flexibility while maintaining team collaboration
• Exposure to high-net-worth clients and complex estate/tax matters
• Competitive compensation and full benefits package
• Long-term career growth opportunities and mentorship from experienced attorneys

JPC-401

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance