Wegman Partners · 2 weeks ago
Legal Assistant - Estate Planning & Probate
DFW Metroplex
Full-time
Onsite
Senior Level
5+ years expWegman Partners is a well-respected downtown Dallas law firm seeking an experienced Estate Planning and Probate Legal Assistant to provide high-level administrative and legal support to attorneys in its estate and tax planning practice. The role involves preparing legal documents, managing client files, and communicating effectively with attorneys and clients.
LegalRecruitingStaffing Agency
Hiring Manager
Whitney Reilly
Responsibilities
Prepare, revise, and proofread legal documents related to estate planning and probate matters
Draft and revise correspondence and transcribe dictation/voicemails
Assist with the preparation of IRS Forms 706 and 709, including compiling asset lists (experience a plus, not required)
Handle incoming and outgoing mail
Answer incoming calls, respond to general inquiries, and route calls appropriately
Open, manage, maintain, and organize client files (electronic and physical)
Calendar deadlines, appointments, and manage multiple attorney calendars
Schedule conference calls and meetings
Arrange business travel and itineraries
Review monthly billing memos and enter attorney time
Communicate professionally and effectively with attorneys, staff, and clients
Maintain strict confidentiality of all client and firm matters
Qualification
Required
Minimum five (5) years of legal assistant experience, preferably in estate planning and probate
Solid working knowledge of estate planning and probate procedures
Ability to draft or assist with wills and trust documents
Strong filing, typing, and discernment skills
Typing speed of 80+ words per minute
Proficiency in Microsoft Office (Word, Outlook, Excel, PowerPoint)
Excellent verbal and written communication skills
Exceptional grammar, spelling, punctuation, and proofreading skills
Strong organizational skills and attention to detail
Proven dependability, discretion, and ability to handle confidential matters
Ability to work collaboratively while also being a self-starter
Preferred
Experience with NetDocs, Orion, and/or estate tax software is a plus, but not required
Assist with the preparation of IRS Forms 706 and 709, including compiling asset lists (experience a plus, not required)
Benefits
Competitive salary
Comprehensive benefits package
Company
Wegman Partners
Wegman Partners is a legal search firm that offers staffing and recruiting services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Benson Friedman
Director, Partner Recruiting
Martha Baitcher
Managing Director 404-312-6766 mbaitcher@wegmanpartners.com
Company data provided by crunchbase