Trust and Estate Legal Secretary

Mid-size trust and estate firm! ONSITE

This Jobot Job is hosted by : Mallory Calloway

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Salary : $90,000 - $100,000 per year

A bit about us :

Mid-size trust and estate firm!

Why join us?

Medical Benefits (option to have employer fully paid)

Paid state / BASF dues

401k

PTO + 11 paid holidays

Competitive pay

Job Details

Job Details :

Our esteemed law firm is seeking an experienced Trust and Estate Legal Secretary to join our dynamic team. This is an exceptional opportunity for a detail-oriented and self-motivated professional to contribute to our growing practice.

The ideal candidate will possess a strong understanding of the legal aspects of trusts and estates, coupled with exceptional organizational and communication skills.

The role requires a minimum of 3 years of experience in a similar position and offers an attractive remuneration package commensurate with experience and skillset.

Responsibilities :

As a Trust and Estate Legal Secretary, you will be responsible for a variety of tasks that ensure the smooth operation of our legal team.

Your key responsibilities will include :

1. Drafting, editing and formatting legal documents related to trusts and estates, including wills, trusts, powers of attorney, and probate documents.

2. Filing petitions and other legal documents with the appropriate courts in a timely and accurate manner.

3. Managing calendars for multiple attorneys, including scheduling appointments, court dates, and deadlines.

4. Coordinating with clients, courts, and other law firms to schedule meetings and conference calls.

5. Organizing and maintaining client files, ensuring that all necessary documentation is included and up-to-date.

6. Assisting with the preparation of estate tax returns and other related documents.

7. Providing general administrative support to attorneys, including answering phones, handling correspondence, and managing office supplies.

Qualifications :

To be considered for this role, you should possess the following qualifications :

1. Minimum of 3 years of experience as a legal secretary, preferably in the area of trusts and estates.

2. Proficiency in legal document preparation and filing procedures.

3. Strong knowledge of calendar management and scheduling.

4. Exceptional attention to detail and the ability to work under tight deadlines.

5. Excellent written and verbal communication skills.

6. Proficiency in Microsoft Office Suite and legal research software.

7. Familiarity with estate tax return preparation is a plus.

8. Paralegal certification or equivalent legal qualification is preferred.

9. High level of professionalism and discretion, with the ability to handle sensitive and confidential information appropriately.

In conclusion, if you are a seasoned legal secretary with a passion for trusts and estates law and a knack for organization and detail, we would love to hear from you.

Join us and contribute to a team that values professionalism, collaboration, and the delivery of top-tier legal services.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.