Legal Secretary

4 days ago


San Francisco, United States Robert Half Full time
Job DescriptionJob Description

Reputable San Francisco firm is in search of an Estate Planning Legal Secretary to join their team on a hybrid remote basis. This role is crucial, as it involves providing comprehensive support for attorneys, from drafting and proofreading documents to managing client and court interactions.


Responsibilities:

• Carry out the editing and proofreading of various estate planning and trust administration documents

• Assist in the drafting of estate planning documents, including trusts, wills, and powers of attorney

• Coordinate and manage administrative tasks for client projects including mailing and filing

• Facilitate meetings, client calls, and maintain attorney's calendars

• Obtain EINs and assist executor/trustee with the collection, valuation, and distribution of assets

• Handle database management of all relevant documents and routine document filing

• Assist in client estate planning signing appointments as needed

• Handle notary services and coordinate with the records and conflicts departments in the opening and closing of matters

• Prepare physical and electronic estate planning and transaction binders for clients

• Assist in drafting and recording of real property transfer documents including deeds, preliminary changes of ownership, and transfer tax affidavits

• Manage the filing of federal tax documents and probate court documents.

• Proficiency in Estate Planning.
• Certification as a Notary Public.
• Ability to accurately log Time Entries.
• Experience in Probate & Estate Administration.
• Excellent Proofreading skills.
• Knowledge and experience in Trusts and Estates.
• Proficient in using legal software and Microsoft Office Suite.
• Strong verbal and written communication skills.
• Ability to work under pressure and meet deadlines.
• High level of discretion to maintain confidentiality of sensitive information.
• Strong organizational skills and ability to prioritize tasks.
• Attention to detail and accuracy.
• Previous experience in a similar role is preferred.
• Bachelor's degree in a related field is advantageous.
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