Trust & Estates Legal Assistant

Note: This position requires employees to be on-site five days a week at the Boca Raton, FL office.
Note: You must have at least 5 years of experience in wills, trusts, and estates law.

About Our Client

Our client is a well-established private trust company based in Boca Raton, FL. They support the legal, financial, and administrative needs of a high-net-worth family. Their work involves sophisticated estate planning, trust administration, and corporate governance, handled with discretion and a high level of professionalism.

Job Description

• Support attorneys and executives with estate planning, trust administration, and related legal matters
• Prepare and organize legal documents such as wills, trusts, powers of attorney, and related filings
• Coordinate with CPAs, wealth advisors, and external legal counsel
• Maintain highly confidential records and ensure legal compliance
• Provide administrative support and manage legal communications
• Assist with corporate governance and documentation as needed

Qualifications

• Minimum of 5 years of experience in wills, trusts, and estates law
• Strong background in trust and estate planning, probate, and legal document preparation
• Experience working in a law firm or private trust environment
• Excellent written and verbal communication skills
• Highly organized, discreet, and detail-oriented
• Familiarity with high-net-worth or international estate structures is a plus

Why This Is a Great Opportunity

• Join a trusted and long-standing private trust company
• Work directly on high-level estate planning and legal matters
• Stable, in-office role in a professional, low-turnover environment
• Contribute meaningfully to an organization with a long-term outlook

JPC-332

Must have 5+ years of wills, trusts, & estates law experience. Must have experience preparing trust & estate related legal documents.