Estate Planning Legal Assistant - Part Time

Legal Assistant (Trusts & Estates) – Part-Time Kalib & Kalib, a small trusts and estates law firm on the Upper West Side, is seeking an exceptionally detail-oriented and organized part-time legal assistant.  We offer a flexible schedule and a professional office environment in a convenient, accessible Upper West Side location. This is an in-person role. Given the significant amount of training we provide, we are looking for someone seeking a multi-year role — we ask that candidates be able to commit to at least two years.

Key Responsibilities

 • Assist with the organization, meticulous preparation, and proofreading of estate planning documents (wills, trusts, powers of attorney, health care directives, etc.). 

• Gather client information, draft letters of instruction and communicate with financial institutions and advisors, and complete the forms required to change the title on client accounts. 

• Draft and proofread professional business letters, client emails, and other correspondence with accuracy.

• Maintain digital and physical client files (scanning, organizing, archiving) and handle general administrative tasks to support smooth office operations.

• Attend client meetings when documents are signed, assist with signing process.  

Requirements 

• Critical requirement: expert-level proofreading, grammar, and writing skills with a proven high aptitude for spotting and eliminating errors.

• Prior experience as a legal assistant, paralegal, or in a similar role is preferred but not required; knowledge of trusts & estates, estate administration, or financial planning very welcome. • Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat. 

• Ability to handle sensitive and confidential matters with the utmost discretion and professionalism.

• Self-starter who manages time effectively, works well independently, and performs reliably under occasional pressure. 

• Comfortable in a client-facing legal setting when needed.

Nice-to-Haves 

• Notary public commission (strong plus; we can discuss reimbursement for renewal if applicable). 

• Experience drafting client correspondence or letters of instruction.

Schedule & Compensation 

• Approximately 8–18 hours per week, with flexible scheduling (core business hours preferred). 

• Hourly compensation in the $20–$38 range, commensurate with relevant experience and skills (e.g., estate planning document preparation, client correspondence, trust funding coordination, and precision proofreading).

How to Apply Please provide your resume and cover letter, which should include a brief summary of your relevant trusts & estates or legal support experience, and your hourly rate expectation.