Trust & Estates Legal Assistant for Aspen Careers, LLC

Aspen Careers is proud to partner with a highly regarded mid-sized law firm in Columbus, Ohio, to find a detail-oriented Legal Assistant for their Trust & Estates practice. If you’re an experienced legal support professional who enjoys a fast-paced environment and meaningful client interaction, this opportunity is for you.

What You’ll Do:

As a key member of the Trust & Estates team, you will support attorneys and clients by managing a variety of administrative and legal tasks, including:

• Drafting estate planning and elder law documents using HotDocs or firm-provided templates
• Preparing legal correspondence and filing documents with the Auditor and Recorder, including Deeds, Affidavits, and DTE 101/100 EX forms
• Opening client files in SurePoint, drafting engagement letters, and processing expense reports
• Coordinating client billing, handling invoices, maintaining accurate client records and lists
• Communicating directly with clients and assisting with their needs in a professional and empathetic manner
• Performing various administrative and case management duties to support the team

What We’re Looking For:

• 3-5+ years of experience as a Legal Assistant in Trust & Estates
• Proficiency in Microsoft Excel (intermediate to advanced)
• Familiarity with probate software
• Exceptional organizational, communication, and problem-solving skills
• A client-first mindset and ability to thrive in a collaborative legal environment

Why You’ll Love This Role:

Join a respected law firm where your expertise is valued and your work makes a real impact on clients’ lives. You’ll be part of a supportive, professional team that fosters growth, precision, and integrity.