Legal Assistant – Estate Planning

The Harris Law Firm

Legal Assistant supporting attorneys within Estate Planning, Tax, and Trust Administration practice areas at The Harris Law Firm. Providing administrative and client service support for estate planning processes.

Posted 6/5/2026full-timeDenver • Colorado • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Provide administrative and legal support to Estate Planning, Tax, and Trust Administration attorneys.
Prepare, proofread, format, and finalize estate planning documents including wills, trusts, powers of attorney, advance directives, and related correspondence.
Coordinate estate planning signings and ensure all documents are properly executed and distributed.
Manage attorney calendars, scheduling client meetings, signings, deadlines, and follow-up appointments.
Serve as a primary point of contact for clients, providing exceptional customer service and timely communication.
Organize, maintain, and update electronic and physical client files.
Assist with probate and trust administration matters by preparing correspondence, gathering information, and coordinating filings as directed.
Track client requests, attorney assignments, and outstanding tasks to ensure timely completion.
Prepare engagement letters, conflict checks, and new client onboarding documentation.
Coordinate incoming and outgoing mail, document deliveries, and record requests.
Assist attorneys during client meetings by preparing materials, gathering documentation, and ensuring files are complete.
Maintain confidentiality and professionalism while handling sensitive personal and financial information.
Support department initiatives and process improvements to increase efficiency and enhance the client experience.

Requirements

What you’ll need

2+ years of legal assistant, administrative assistant, or related professional experience preferred.
Estate Planning, Probate, Trust Administration, or Tax Law experience strongly preferred.
Exceptional organizational skills with the ability to prioritize multiple projects and deadlines.
Strong written and verbal communication skills.
High attention to detail and accuracy.
Proficiency in Microsoft Office Suite and legal case management systems.
Ability to work independently while collaborating effectively within a team environment.
Professional demeanor and commitment to providing outstanding client service.

Benefits

Comp & perks

Medical
Dental
Vision
Life insurance
Short-term disability
Long-term disability
Paid parental leave
401(k) with employer match
Paid time off
Critical illness insurance
Hospital Insurance
Accident Insurance
RTD Eco Pass
Wellness stipend

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

estate planningprobatetrust administrationtax lawdocument preparationcalendar managementclient onboardingconfidentialityprocess improvementsattention to detail

Soft Skills

organizational skillscommunication skillscustomer serviceteam collaborationprofessional demeanorindependenceprioritizationtimelinessexceptional serviceaccuracy