Job Details
A trust and estates legal secretary specializes in providing administrative support specifically within the realm of trust and estate law. We are currently seeking a secretary for a 3 month assignment at one of our client sites.
Below are the specific responsibilities, skills, and qualifications relevant to a trust and estates legal secretary:
Responsibilities
Document Preparation and Management:
- Drafting, formatting, and proofreading estate planning documents such as wills, trusts, powers of attorney, and living wills.
- Preparing probate documents, including petitions, inventories, accountings, and notices.
- Managing the execution of documents, including arranging for witnesses and notarization.
File Management:
- Organizing and maintaining client files, both electronic and paper, ensuring they are up-to-date and accessible.
- Managing confidential client information with discretion and adherence to privacy laws.
Client Interaction:
- Communicating with clients to schedule appointments, gather information, and provide updates on case status.
- Assisting clients with completing necessary forms and understanding the estate planning and probate processes.
Court Filings and Procedures:
- Filing documents with the probate court, either electronically or in person.
- Monitoring court deadlines and ensuring timely submission of all required filings.
Administrative Support:
- Managing attorneys' calendars, including scheduling meetings, court dates, and deadlines.
- Coordinating travel arrangements and maintaining billing records.
- Handling general office tasks such as answering phones, managing correspondence, and ordering supplies.
- Research and Information Gathering:
- Conducting basic legal research relevant to estate planning and probate cases.
- Gathering information from clients and other sources to assist attorneys in case preparation.