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Legal Assistant - Probate & Trust Administration

Legal Assistant - Probate & Trust Administration

Hermance LawVentura, CA, US
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Excited about the opportunity to join a respected estate planning law firm in Ventura, CA as a dedicated Legal Assistant specializing in Probate & Trust Administration? We are looking for a team player who can provide both administrative support and legal aid to our lawyers. Your role will be crucial in ensuring the efficient functioning of our firm and delivering exceptional service to clients. We encourage applications from those interested in part-time or full-time roles. Join us as a valuable team member and contribute to our ongoing success.

Compensation : 20 - $25 DOE

Responsibilities :

  • Manage and oversee client files to ensure accuracy and completeness of documentation, including facilitating the onboarding process for new clients.
  • Assist attorneys in preparing for consultations and client meetings.
  • Complete court forms, handle mailings, and file necessary documents for cases.
  • Communicate with clients both in person and over the phone, addressing inquiries and providing regular updates on case progress.
  • Execute administrative duties such as data entry, filing, and maintaining records while meeting all filing deadlines.
  • Update and maintain the firm's case management system with precise and current information.
  • Uphold strict client confidentiality guidelines and safeguard sensitive information.
  • Collaborate efficiently with attorneys, fellow legal assistants, and support staff to ensure smooth workflow.
  • Engage in continuous professional development activities to enhance knowledge and skills in estate planning law.
  • Provide necessary administrative support to contribute to the overall efficiency of the firm.

Qualifications :

  • Previous experience working as a legal assistant or paralegal, with a preference for experience in probate or trust administration or a related practice area in Ventura, CA, US.
  • Proficient in conducting legal research, drafting documents, and utilizing case management software in the context of estate planning law.
  • Strong focus on detail and exceptional organizational abilities to handle multiple tasks and meet deadlines effectively.
  • Excellent written and verbal communication skills to interact with clients and team members professionally.
  • Competency in using Microsoft Office Suite (Word, Excel, Outlook) and legal research databases.
  • Familiarity with estate planning terminology, procedures, and regulations is considered advantageous.
  • Understanding of the importance of client confidentiality and adherence to ethical standards in the legal profession.
  • Team-oriented mindset with proactive problem-solving skills and a collaborative approach to work.
  • Professional conduct and strong interpersonal skills are required to contribute positively to the workplace environment.

    • About Company

    At Hermance Law , we believe estate planning is more than just documents—it’s about protecting families, preserving legacies, and providing peace of mind. We are one of California’s fastest-growing estate planning firms, and we pride ourselves on combining professional excellence with heart-centered service.

    Our team is collaborative, driven, and committed to helping families across all stages of life. As we grow, we’re looking for a leader who shares our values and can help elevate our operations, systems, and team culture.

    Why Join Us?

  • You’re a strategic thinker with a passion for people and operations
  • You thrive in a leadership role and enjoy the variety of managing systems, people, and projects
  • You want to work with a compassionate, high-performing team focused on client care
  • Work in a culture that values integrity, growth, collaboration, and client satisfaction
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    Legal Assistant • Ventura, CA, US