Estate Planning Legal Assistant

Estate Planning Legal Assistant *InSight Law, PLLC* About Us We are a boutique estate planning law firm that works closely with individuals and families to protect wealth, preserve legacies, and bring order and clarity to their estate planning. Our approach is highly personalized and relationship\-driven—we function much like a family office, coordinating with clients and their advisors to ensure thoughtful planning is fully and properly implemented. We are seeking a strong candidate to fill the role of Legal Assistant. This role is initially a support position with the potential for career growth. A successful candidate for this role will be detail\-oriented, client\-focused, team oriented, and comfortable working at a high level of responsibility. This role is ideal for someone who enjoys being deeply involved in client matters and takes pride in follow\-through, precision, and excellent service. The Role The Legal Assistant plays a central role in ensuring our clients’ estate plans are fully carried out. You will support our team members with detailed data entry, updating client records, and supporting trust funding. You will also support the settlement process to promote the smooth transition of assets and provide paralegal support for estate planning matters, as needed. This position requires professionalism, discretion, strong judgment, and the ability to work independently while collaborating closely with other team members. This position allows for career growth at a close\-knit firm. Core Responsibilities · Enter client contact and asset information into firm systems. · Collect, review, and organize asset documentation. · Prepare and coordinate trust funding documentation, including ownership transfers and beneficiary designation updates. · Track funding progress and follow through to completion, ensuring accuracy and attention to detail. · Process estate planning documents, as needed. · Maintain organized client files and records. Who You Are · Exceptionally organized with strong attention to detail. · Comfortable working directly with sophisticated clients in a professional, high\-trust environment. · Confident communicator. · Able to manage multiple matters while maintaining accuracy and discretion. · Proactive, reliable, and committed to seeing projects through. · A team player! Experience That’s a Plus, But Not a Requirement · Estate planning or trust administration experience. · Paralegal experience or legal document drafting background. · Finance background. · Notary public or willingness to become one. Why You’ll Love This RoleThis is not a transactional position. You will build meaningful relationships with team members and clients, take ownership of important matters, and play a key role in helping client families implement plans that protect what matters most to them. Job Type: Full\-time Pay: $40,000\.00 \- $60,000\.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Paid time off * Vision insurance Ability to Commute: * Ashburn, VA 20147 (Required) Ability to Relocate: * Ashburn, VA 20147: Relocate before starting work (Required) Work Location: In person