Legal Assistant

For more than 20 years, FBFK Law has been a people-first, entrepreneurial law firm. We are a team of builders, creators and collaborators who believe law works best when it’s practiced with clarity, integrity and genuine human connection.

Today, with 150 people across TX and CA, FBFK is entering its next chapter of growth under FBFK 2.0, a deliberate plan to scale our people, platform, and capabilities. That momentum has been recognized nationally: FBFK earned 18 regional practice-area rankings (including four Tier 1) in the 2026 Best Law Firms® guide, 21 attorneys were named to the 2026 Best Lawyers in America® and Ones to Watch® editions, and the firm was named the #1 Overall Leading Law Firm among Small Firms in Bloomberg Law's 2026 Leading Law Firms rankings and to Fortune's 2026 America's Most Innovative Companies list.

Our Orange County team has earned recognition of its own, including a Tier 1 ranking in Commercial Litigation and a Tier 2 ranking in Real Estate Litigation in the 2026 Best Law Firms guide, the Orange County Business Journal's 2026 Best Places to Work and 2025 Company That Cares honors, and inclusion of our attorneys among the OCBJ's Top Litigators and OC 500.

Joining FBFK means joining a firm investing in its people and building careers — not just filling seats.

The Legal Assistant for FBFK's Orange County Probate, Trust & Estate practice is the first point of contact and a trusted, consistent presence for clients. This is a relationship-focused role for an experienced legal assistant who is ready to work closely with senior attorneys and talented paralegals to serve as a genuine extension to clients on non-legal matters — answering and managing the practice's phones, building direct client relationships through proactive follow-up and thoughtful communication, and supporting matters from intake through resolution.

The ideal candidate is confident, articulate, and entirely at ease representing the practice and speaking directly with high-net-worth and ultra-high-net-worth clients. They will need to work independently, exercise sound judgment in prioritizing competing demands, and take pride in being the calm, capable presence clients and attorneys alike can count on.

Client Relations & Communications

• Serve as the primary point of contact for the practice, answering and triaging all incoming phone calls with warmth, professionalism, and discretion
• Build and maintain direct, ongoing relationships with clients, proactively following up on open items and anticipating client needs
• Act as an extension of the attorneys to the client on all non-legal matters, ensuring clients feel informed, valued, and well cared for throughout their engagement
• Communicate confidently and professionally with high-net-worth and ultra-high-net-worth clients, family office representatives, financial advisors, and other trusted advisors
• Exercise sound judgment and discretion when handling sensitive family, financial, and estate matters
• Work collaboratively and professional with all staff members

Attorney Support & Calendar Management

• Manage calendars, appointments, and daily schedules, resolving conflicts and prioritizing competing demands independently
• Coordinate travel arrangements, itineraries, and expense reporting
• Screen and manage correspondence, prepare for client meetings, and track follow-up commitments
• Anticipate needs and proactively manage day-to-day priorities with minimal direction
• Handle confidential and time-sensitive matters with the highest degree of professionalism

Document Preparation & Client Support

• Prepare, format, proofread, and finalize estate planning documents, correspondence, and client deliverables in accordance with firm standards
• Assist with preparation and organization of estate planning binders, trust documents, and asset documentation
• Coordinate client meetings, document signings, notary appointments, and witness requirements
• Support probate court filings by preparing and organizing filing packages under attorney direction
• Maintain estate planning and trust administration files, track deadlines, and monitor court hearing dates

Calendar, Deadline & Case Management

• Track and monitor probate court deadlines, trust administration timelines, and compliance dates
• Coordinate scheduling of client meetings, conference calls, closings, and signings across multiple matters
• Process incoming and outgoing correspondence with courts, beneficiaries, financial institutions, and other parties
• Update and maintain client contact information and matter status in firm systems, including NetDocs

Administrative & Practice Support

• Leverage NetDocs and firm-approved templates to organize and maintain matter files in electronic and physical formats
• Process expense reports and credit card receipts in accordance with firm standards
• Coordinate with vendors, outside counsel, financial institutions, and other service providers as needed
• Accurately record all time worked, including billable and non-billable hours, in the firm's timekeeping system on a daily basis