Trust and Estate & Corporate Legal Assistant JN -012026-170580 jobs in United States
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Goodwin Recruiting · 2 hours ago

Trust and Estate & Corporate Legal Assistant JN -012026-170580

Goodwin Recruiting is a respected full-service law firm serving corporate, real estate, and estate planning clients. They are seeking an experienced legal assistant to provide comprehensive legal support to a collaborative group of attorneys, focusing on drafting estate planning documents and managing client files.

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Growth Opportunities

Responsibilities

Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns
Maintain and create Corporate Records
Organize and maintain electronic and physical client files, estate documents and trust records
Coordinate signatures, notarization, and documents execution (including e-signature platforms such as DocuSign)
Enter attorney timeslips into iTimekeep
Serve as a primary client contact, ensuring timely communication with beneficiaries and related professionals
Support attorneys with case management from inception through resolution

Qualification

Trusts & Estates experienceFiduciary accountingLegal case managementDocument managementAccuracyCommunication skillsOrganizational skills

Required

5+ years of legal experience, in Trusts & Estates
Proficiency in fiduciary accounting and legal case/document management
Excellent organization, accuracy, and communication skills
This position requires regular and predictable in-office attendance

Preferred

Bachelor's degree preferred

Company

Goodwin Recruiting

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Goodwin Recruiting is one of the top executive and management recruitment agencies nationwide.

Funding

Current Stage
Growth Stage

Leadership Team

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Eric Goodwin
President
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Scott Gaba
Vice Chairman / Co-Owner
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Company data provided by crunchbase