Legal Assistant – Estate Planning
Professional Alternatives
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Job ID#: 39627
Our client is seeking a Legal Secretary to support attorneys in a busy estate planning, probate, and trust administration practice. The ideal candidate is organized, detail-oriented, professional, and committed to providing exceptional client service.
Responsibilities
- Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives
- Assist with probate filings and court documents
- Communicate with clients, financial institutions, and court personnel
- Manage attorney calendars, deadlines, and scheduling
- Coordinate document signings, notary services, and execution of estate planning documents
- Organize and maintain client files and records
- Assist with correspondence, legal research, and estate/trust tax filings
- Provide general administrative and legal support
Qualifications
- Minimum 5 years of secretarial experience; estate planning experience preferred
- Knowledge of estate planning, probate, and trust administration
- Familiarity with court filing systems and legal terminology
- Proficiency in Microsoft Office, document management, and legal billing software
- Strong organizational, communication, and multitasking skills
- Ability to handle confidential information with discretion
Experience with Westlaw, GEMS, Interactive Legal Suite, and FlexDraft is a plus.
Founded in 1998, Professional Alternatives is an award-winning recruiting and staffing agency that utilizes technology and relationships to deliver top talent. Connect with us today!
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*Due to the high volume of applications we receive, we are not able to personally respond to all applicants. However, if you are selected to move forward in the hiring process, you will be contacted regarding next steps.