Estate Planning Legal Assistant

A boutique San Francisco law firm is seeking an Estate Planning Legal Assistant to support attorneys handling estate planning, probate, and real estate-related matters on a contract-to-hire basis. This is an excellent opportunity for a polished legal professional with approximately 2–4 years of relevant experience who is interested in joining a collaborative team with long-term growth potential.

The ideal candidate will have experience preparing estate planning documents, supporting probate matters, assisting with litigation-related pleadings, discovery, and e-filings, and providing comprehensive legal administrative support to multiple attorneys.

Key Responsibilities

• Prepare trusts, wills, deeds, advance health care directives, durable powers of attorney, and related estate planning documents
• Assist with probate matters, including preparation of pleadings, petitions, notices, and supporting documentation
• Draft, format, and file pleadings, discovery requests and responses, and other legal documents
• Manage attorney calendars, court deadlines, client meetings, and appointments
• Coordinate state court e-filing and service of legal documents
• Assist with deed transfers, business entity transfers, and related LLC ownership documentation
• Maintain physical and electronic client files and ensure accurate document organization
• Communicate professionally with clients, courts, government agencies, and third-party vendors
• Support attorneys with legal research, document retrieval, and matter management
• Assist with general administrative functions, including correspondence, scheduling, invoicing, and file maintenance

Qualifications:

• 2–4 years of legal assistant experience supporting estate planning, probate, and/or real estate litigation matters
• Experience preparing trusts, wills, deeds, advance health care directives, and durable powers of attorney
• Familiarity with probate pleadings and probate court procedures
• Experience drafting and formatting pleadings, discovery, and legal correspondence
• Experience with California state court e-filing procedures
• Strong calendaring, organization, communication, and document management skills
• Ability to support multiple attorneys and manage competing priorities in a deadline-driven environment
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and legal practice management software
• Familiarity with LLC transfers and related business entity documentation preferred
• Experience with WealthDocs or similar estate planning software preferred
• Ability to report onsite in San Francisco, CA 5 days a week for first 2-3 months (potential to transition to a hybrid schedule of 3 days onsite and 2 days remote based on performance and business needs)

Compensation

About Us

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Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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