Legal Secretary (trust and estates)

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Job description

Responsibilities:

Draft correspondence with regard to clients and various regulatory agencies as well as

preparation of executed documents with minimum supervision and instruction.

Perform broad range of clerical duties which require knowledge of procedures and

specialized terminology.

Maintain attorney calendar and travel arrangements

Use discretion and good judgment when contacting clients.

Process incoming mail, enter attorney time on system, and prepare expense reports.

Organize and coordinate meetings and conferences.

Assume responsibility for special projects, including paralegal tasks.

Provide administrative and overflow support.

Requirements

4+ years of corporate/litigation/real estate/ family wealth planning experience in a law firm.

High School diploma or equivalent required.

Proficient in Microsoft Office Suite, efiling and DOCUSIGN.

Familiarity with attorney-client relationships & estate planning and execution process.

Familiarity with recorder, assessor, and probate court.

Notary or willingness to become a notary

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