Job Description

🌿 Estate Planning Legal Assistant | $85K-$105K | Hybrid Schedule | San Francisco 🌿

Looking for your next role in estate planning where you'll be trusted with meaningful work, surrounded by supportive colleagues, and only commuting to the office two days a week ? This is that opportunity.

We're working with a well-established, mid-sized law firm located in downtown San Francisco-known for its exceptional culture and long employee tenure -to find a detail-oriented Estate Planning Legal Assistant to join their Trusts & Estates group. This is a rare hybrid role offering high-quality work, professional growth, and a healthy work-life balance.

📋 What You'll Be Doing:

As a key member of the team, you'll support attorneys and clients through all stages of estate planning and trust administration, including:

• Drafting and proofreading documents like trusts, wills, powers of attorney, health care directives, deeds, and more

• Preparing trust admin documents (certifications, asset inventories, beneficiary releases, court petitions)

• Assisting with real property transfers , including deeds, PCORs, and transfer tax forms

• Filing federal tax forms (709, 706, 8971) and probate court documents

• Helping clients navigate the valuation and distribution of estate assets

• Managing calendaring, scheduling, and prep for meetings and signings

• Supporting attorneys with legal research, final document execution, and database/document management

• Coordinating records/conflicts intake and preparing final estate binders for clients

• Acting as a Notary Public when needed

🎯 What They're Looking For:

• 3-5 years of experience in estate planning or trust administration

• Knowledge of California Probate & Trust Law and basic federal tax law

• Strong skills with court filings (including e-filing), calendaring, and client communication

• Comfort working in estate planning software and managing client document databases

• Experience with real estate, corporate law, or family office/legal financial services a plus

• Must hold current Notary Public credentials

💼 Why This Role Stands Out:

• Hybrid Schedule: Only 2 days in the office , 3 remote

• Great Pay: $85,000-$105,000 depending on experience

• Firm Culture: Warm, collaborative environment where people stay and grow

• Strong Benefits: Excellent health coverage, retirement plan, PTO, and more

✨ Ready for a Change?

This is your chance to join a practice where your detail-oriented mindset and people skills will truly shine. If you're looking for a long-term home where you can make a difference and maintain work-life balance-let's chat.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Job Tags

Local area, Remote job, 2 days per week,

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