Position Overview
Description We are looking for a dependable Legal Assistant to support a trusts and estates practice in Burlingame, California. This position plays an important role in keeping client files, correspondence, and administrative workflows organized for a group of paralegals. The right candidate is comfortable handling recurring processes, communicating clearly, and maintaining a high level of accuracy in a structured office environment.
Responsibilities:
β’ Manage daily incoming and outgoing mail by sorting materials, preparing correspondence, and ensuring timely distribution to the appropriate team members.
β’ Create, update, and maintain organized paper and digital client files, including document intake, scanning, indexing, and ongoing records upkeep.
β’ Prepare documents for signature by reviewing formatting, completeness, and supporting materials before circulation.
β’ Draft transmittal letters and other client-facing correspondence to send completed documents and re...