Legal Assistant

Musick, Peeler & Garrett LLP is seeking an experienced Trusts & Estates Legal Assistant to join our Westlake Village office (Ventura County). This is a full-time and non-exempt position. The role supports a busy practice focused on estate planning, trust administration, and real estate matters.

This role involves a high level of client-facing interaction and requires someone who is polished, professional, and able to meet confidently with clients, vendors, and third parties while handling those relationships at a high level.

Ability to work collaboratively and effectively as part of a team is essential, with a strong emphasis on communication and supporting team efforts to provide exceptional client service.

Requirements

• Minimum five (5) years of extensive Trusts and Estates experience, with a strong background in Estate Planning and Trust Administration.
• Excellent administrative, organizational, calendaring, and follow-up skills are required.
• Strong attention to detail, accuracy, and overall high-quality work product is required.
• Exceptional written and verbal communication skills are required.
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams) and Adobe Pro.
• Familiarity with iManage or similar document management systems is preferred.
• Ability to take initiative and manage assignments timely.
• Associate's degree or greater preferred.
• Notary commission is a plus.

Responsibilities

• Assist with preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning legal documents.
• High volume scheduling duties, calendar meetings on Outlook, schedule attorney appointments in-person and on Zoom and/or Teams.
• Work with CPAs and bookkeepers on client accounts.
• Heavy interaction with bank representatives on client trust accounts.
• Prepare and record deeds, prepare binders, and other related documents.
• Print, scan, proofread, and edit legal documents with a high level of accuracy.
• Responsible for comprehensive records management of client documents, including creating new client files, organizing and maintaining high volumes of physical records, managing filing systems, coordinating off-site storage and retrieval, and ensuring all client documents are accurately maintained, properly organized, and readily accessible when needed.
• Maintain organized files and track case progress efficiently.
• Manage Excel spreadsheets for trust account clients, as needed.
• Manage client communications and draft professional correspondence.
• Collaborate with attorneys and team members while demonstrating strong independent work skills.

Benefits/Compensation

We offer a collaborative and professional work environment with a competitive salary and excellent benefits. A summary of our full-time, non-exempt benefits includes:

• Retirement: 401(k) plan with annual employer contribution; employee deferrals
• Healthcare: Medical (HMO/PPO/HSA options), dental, and vision coverage; Dependent coverage, domestic partners coverage is available
• Life Insurance: Group and supplemental life insurance options available
• Disability: Long-term disability and long-term care insurance options available
• Wellbeing: Employee wellbeing initiatives, including EAP professional counseling and referral services
• Paid Time Off: Competitive paid vacation and sick leave; paid firm holidays
• Parking: Covered Parking
• Celebrations: Events for holidays, birthday commemorations, special staff acknowledgments and annual firm and staff events
• Flexible Spending Account (FSA)/Plans – Sections 125 and 132 plans available
• Professional Development: On-boarding and in-house training programs, continuing learning and professional growth and development opportunities

Salary range for this position is $85K + DOE

Firm Information

Please visit www.musickpeeler.com for more detailed information about our firm.

Musick, Peeler & Garrett LLP provides equal employment opportunity to all employees and applicants without regard to race, color, creed, gender, religion, marital status, age, national origin, sex or any other applicable category protected by state and/or federal laws. In addition to federal law requirements, Musick, Peeler & Garrett LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the firm has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, retention, placement, promotion, termination, layoff, recall, transfer, leaves of absence, and compensation.