The Pacella Law Group · 15 hours ago
Trusts and Estates Legal Assistant
Calabasas, CA
Full-time
Onsite
Entry Level
$60K/yr - $75K/yr
2+ years expThe Pacella Law Group is a boutique law firm seeking a Trusts and Estates Legal Assistant to provide meaningful support in trust and estates matters. The role involves assisting attorneys with legal document preparation, managing filings with probate courts, and maintaining case files while ensuring compliance with firm procedures.
Law Practice
Hiring Manager
Shanna Lumpkin
Responsibilities
Assist attorneys and paralegals with the preparation, formatting, proofreading, and organization of legal documents related to estate planning, probate, trust administration, conservatorships, and related litigation matters
Prepare draft correspondence, court forms, petitions, schedules, notices, and supporting documents under attorney supervision
Coordinate and manage filings with California probate courts, including e-filing, service coordination, and tracking confirmations
Maintain and organize electronic and physical case files, ensuring accuracy, completeness, and compliance with firm procedures
Track deadlines, hearings, court dates, and key case milestones to support timely case progression
Assist with trust and probate administration tasks, including asset documentation, beneficiary communications, and coordination with financial institutions and third parties
Communicate professionally with clients, courts, vendors, and internal team members regarding scheduling, document requests, and procedural matters
Support litigation matters by organizing discovery materials, exhibits, timelines, and hearing binders as directed
Enter and maintain case information, notes, documents, and tasks within PracticePanther or comparable case-management systems
Provide cross-functional administrative support to attorneys and staff as needed during peak workloads
Qualification
Required
2+ years of experience working in a law firm or legal office environment required; experience in trusts, estates, probate, conservatorships, or related litigation strongly preferred
Practical experience assisting with legal filings, document preparation, and court procedures (California probate experience a plus)
Strong written communication skills with attention to detail and formatting accuracy
Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and PDF/document-management tools
Excellent organizational and time-management skills with the ability to manage multiple matters simultaneously
Professional demeanor with strong interpersonal skills and client-facing communication abilities
Ability to maintain discretion, confidentiality, and sound judgment at all times
Proactive, dependable, and adaptable team player who can work independently with guidance
Preferred
Experience in trusts, estates, probate, conservatorships, or related litigation strongly preferred
Experience with PracticePanther or similar legal case-management software preferred
Benefits
Health insurance eligibility after 90 days of employment
Paid time off policy, including vacation and paid holidays
Employer-sponsored 401(k) retirement plan
Professional, in-office work environment
Opportunity for growth within a growing boutique law firm
Company
The Pacella Law Group
Louis Pacella is a top ranking estate planning lawyer who will protect your assets. Serving Calabasas and the rest of California, we come to you.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase