Legal Executive Assistant

Responsibilities

• Prepare and revise estate planning documents with precision
• Manage complex calendars, appointments, and travel arrangements
• Oversee new client intake and implementation processes
• Maintain document retention systems, including digital filing and vaults
• Handle billing processes and client distributions
• Support time tracking and internal/external stakeholder communications
• Assist with preparation of estate, fiduciary income, and gift tax returns
• Track critical deadlines for tax filings and fiduciary reporting
• Coordinate collection of financial data and asset valuations

Requirements

• Minimum 5 years of executive support experience
• Experience in professional services, accounting, or estate planning
• Working knowledge of estate and trust taxation concepts
• Experience working with high-net-worth clientele
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Exceptional organizational and communication skills
• Ability to handle highly confidential information with discretion

Preferred Qualifications

• Familiarity with IRS Forms 706, 1041, and 709
• Experience supporting C-suite executives or senior professionals
• Comfort with AI tools and emerging productivity technologies

Benefits

• Medical, Dental, and Vision insurance plans
• 401(k) retirement program

About the Company

Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters, serving founders, senior executives, and UHNWIs.