Legal Secretary (Trust And Estates)

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