Estate Planning Legal Assistant

Job Description

Job Description

Moody & Associates is a client-focused estate planning, probate, and asset protection law firm dedicated to educating, equipping, and empowering families to make informed decisions about their future. We are seeking a full-time Estate Planning Legal Assistant to join our team. This position requires professionalism; superb writing skills; strong attention to detail; critical thinking skills, and the ability to manage multiple tasks in a fast-paced, demanding, but supportive environment. Only candidates desiring a long-term career need apply. Job hoppers will not be considered!

Responsibilities

Draft estate planning documents, including wills, trusts, and powers of attorney, and advance medical directives under attorney supervision

Draft and file deeds

Manage client communications with warmth and professionalism, ensuring clarity and understanding throughout the process

Maintain and organize client files, both digital and physical, ensuring accuracy and compliance with firm procedures

Support attorneys with document preparation and execution

Collaborate with intake and administrative teams to ensure seamless client service

Qualifications

Prior legal assistant or paralegal experience preferred, especially in estate planning

Strong writing, editing, and organizational skills

Ability to manage multiple priorities with accuracy and timeliness

Comfortable with technology, including case management systems, digital filing, and secure client communications

Professional demeanor and compassionate communication style with clients facing sensitive family matters

Interest in estate planning and long-term career development

Self-motivated, detail-oriented, and committed to supporting a collaborative team environment

What We Offer

Competitive salary commensurate with experience

Opportunities for mentorship and training in estate planning law

Supportive team environment with clear workflows and professional growth opportunities