Legal Practice Assistant - Trusts & Estates

Job Description

Job Description

Position: Legal Practice Assistant – Trusts & Estates

Location: Garden City, NY

Benefits: Up to $90K Base + Paid Overtime, Annual Bonus, Full Benefits, 401(k), and more

Company: Renowned National Law Firm

Summary for Legal Practice Assistant – Trusts & Estates

An exciting and high-profile opportunity is available for a legal administrative professional to join the Trusts & Estates group at a prestigious national law firm. This role supports senior leadership within the department and offers the chance to work closely on complex estate matters in a collaborative, fast-paced environment. The ideal candidate will demonstrate superior organizational abilities, discretion, and a strong command of estate-related legal processes. The position provides a meaningful path for someone looking to deepen their expertise in estate law within a collaborative and highly respected national law firm known for its supportive and team-oriented culture.

Responsibilities for Legal Practice Assistant – Trusts & Estates:

• Act as a strategic administrative partner to the Chair of the Trusts & Estates Department, delivering comprehensive executive and legal support.
• Coordinate and maintain an intricate and evolving calendar of appointments, meetings, and deadlines, ensuring effective communication with clients and internal teams.
• Draft and file probate-related documents such as fiduciary appointments, estate claims, disclaimers, resignations, and inventories.
• Prepare and assist in filing Federal and NYS estate tax returns in compliance with regulatory deadlines.
• Draft, review, and finalize estate planning documents, including wills, revocable and irrevocable trusts, POAs, and healthcare directives.
• Handle asset transfers and beneficiary designations related to estates and trusts, ensuring timely and accurate administration.
• Track and manage time entries, billing records, and confidential department files for the Department Chair.

Preferred Qualification Legal Practice Assistant – Trusts & Estates

• Minimum of 5 years’ experience in Trusts & Estates within a law firm setting, supporting senior attorneys.
• Strong ability to prioritize and manage multiple tasks independently while maintaining high attention to detail.
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with legal billing/time entry platforms is highly desirable.
• Excellent communication skills with a polished, client-focused demeanor.
• In-depth knowledge of New York estate administration and probate procedures; experience with Medicaid applications is a plus.