Trust and Estate Legal Assistant

We are seeking a highly organized and proactive Legal Assistant to join the Burrey Law Group team. In this role, you will be a true business partner to our firm’s CEO, providing comprehensive support to our estate planning and administration practice. Your work will be critical to the firm’s success and will directly impact our ability to deliver a remarkable client experience. You will be responsible for creating specific, quantifiable value by managing attorney calendars, preparing and executing estate planning documents, and ensuring the smooth and efficient operation of the office.

We build the legal foundations that empower our clients to protect their legacy and face the future with confidence.

Burrey Law Group, Inc. is a trusted, client-focused law firm in Orinda, CA, specializing in estate planning and administration, trust administration, conservatorships, and guardianships. We exist to provide clear guidance and peace of mind to our clients during stressful times. Our firm operates on a set of core values we call “The BLG Standard”:

• Lead with Accountability: We take absolute responsibility for the quality of our strategy, the diligence of our work, and the clarity of our counsel.
• Build with Purpose: We design durable solutions to secure our clients’ futures and advance our mission of service.
• Serve with Generosity: We aim to deliver value that helps our clients, team, and community thrive.
• Adversity is Opportunity: We embrace challenges as catalysts for innovation and breakthrough solutions.
• Build for the Future: We are dedicated to the sustainable growth of our clients’ legacies and our team members’ careers.
• Radical Transparency: Integrity is non-negotiable; we communicate with unwavering honesty.

We are a supportive, high-performance team where empathy, meticulous attention to detail, and client advocacy are paramount. We are a growing firm, and we believe our collective growth is tied directly to the growth of each individual team member.

A successful candidate for this role will achieve the following objectives, ranked in order of priority:

• Draft a wide range of legal documents, including trusts, wills, powers of attorney, deeds, and probate pleadings, ensuring all documents are prepared with a meticulous attention to detail and a high degree of autonomy.
• Assist with all aspects of trust and probate administration, including preparing and filing court documents, managing client communication, and tracking deadlines to ensure cases progress efficiently.
• Prepare estate planning documents for client signings, coordinating with clients to schedule appointments, preparing signing binders, and assisting with the execution of documents to provide a seamless client experience.
• Manage attorneys’ calendars by proactively scheduling appointments, court dates, and deadlines to ensure optimal time management and prevent conflicts.
• Serve as the firm’s certified Notary Public, handling all notarization needs for client and firm documents, including estate plans.
• Assist with conservatorships and guardianships, including drafting necessary documents and managing case-specific administrative tasks.
• Manage case files, ensuring all digital and physical files are organized, up-to-date, and accessible to the team.
• Perform office administration tasks, including managing supplies, handling mail, and maintaining an organized and welcoming office environment.

The ideal candidate will bring the following competencies to Burrey Law Group to achieve their objectives:

• Required:
• Minimum of 3 years of experience as a legal assistant or paralegal in a trust and estate planning and/or administration practice.
• High school diploma (or equivalent).
• Notary Public Requirement: Must possess and maintain a valid California Notary Public certificate. The firm will cover the costs of renewal and any associated continuing education.
• Preferred (A Plus, Not Required):
• Paralegal Certificate from an ABA-approved program.
• Certified Paralegal or Certified Legal Assistant designation.
• Bachelor’s Degree.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to remain in a stationary position for extended periods while operating a computer and other office equipment.
• Frequent communication and exchange of information with clients and colleagues.
• Ability to move about the office to access file cabinets, printers, and other office machinery.
• Occasional lifting, moving, or carrying of files and boxes up to 10 pounds.

Burrey Law Group is an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce. We recognize that a diverse staff reflective of our community is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability and actively foster inclusion in all forms, both within our company and across interactions with clients, candidates, and partners.

We value every member of our team and strive to create an environment where you can build a rewarding and sustainable career.

Competitive Compensation & Benefits

• Pay range: $65,000 to $90,000 annually (based on experience)
• Medical, Dental, and Vision Coverage options
• Retirement savings plan (e.g., 401(k) or similar)
• Paid Time Off (PTO), including sick and vacation time
• Paid Holidays
• Discretionary, performance-based bonuses

A Fulfilling Career & Positive Impact

• Play an integral role in our clients’ successes and make a difference.
• Experience meaningful, challenging, and satisfying work.

Opportunity for Growth & Development

• We support our team members’ desires to grow and advance.
• Access learning opportunities that facilitate new responsibilities and professional achievement.

Supportive & Collaborative Team Environment

• Join a culture of teamwork, mutual respect, and regular communication.
• Your contributions to improving our practices and client service are valued.

Work/Life Integration

• While legal work is demanding, we strive for an environment that supports “working to live,” not “living to work,” respecting your commitments outside the office.

Job Type:

• Full-time

Schedule

• 8-hour shift (Monday to Friday)

Work Location

• This is primarily an in-office role at our Orinda Office (4 Orinda Way, Suite 110-D, Orinda, CA 94563), with flexibility for some remote work.