Trust and Estate & Corporate Legal Assistant

Trust and Estate & Corporate Legal Assistant at Goodwin Recruiting summary:

Experienced legal assistant role supporting trusts, estates, and corporate matters at a full-service law firm. Duties include drafting estate planning documents, preparing tax filings, maintaining corporate and trust records, coordinating executions/notarizations, managing client communications, and supporting case management. Requires 5+ years in trusts & estates, fiduciary accounting proficiency, strong organization/communication, and regular in-office attendance.

Join a respected full-service law firm with a dynamic team serving corporate, real estate, and estate planning clients across diverse industries. This is an exciting opportunity for an experienced legal assistant to make an impact by providing comprehensive legal support to a collaborative group of attorneys.

Essential Duties and 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-signtaure 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

Required Competencies, Education and Experience

· 5+ years of legal experience, in Trusts & Estates

· Proficiency in fiduciary accounting and legal case/document management

· Excellent organization, accuracy, and communication skills

· Bachelor’s degree preferred

· This position requires regular and predictable in-office attendance

Keywords:

trusts and estates paralegal, estate planning assistant, fiduciary accounting, corporate records management, legal document drafting, tax return support, case management, client communications, DocuSign, iTimekeep