Legal Secretary; Estate Planning

Position: Legal Secretary (Estate Planning)
Description We are looking for an experienced Legal Secretary specializing in Estate Planning to join our team in San Diego, California. This Contract to permanent position offers an opportunity to contribute to a dynamic legal practice focused on estate planning, trust administration, and probate matters. The ideal candidate will have a strong background in managing legal documentation and deadlines, along with proficiency in relevant software tools.

Responsibilities:

- Prepare and manage legal documents related to estate planning, trust administration, and probate cases.

- Maintain and organize case files, ensuring all documents are properly filed and accessible.

- Monitor and track court deadlines and appointments, updating calendars accordingly.

- Coordinate e-filing and court filings, ensuring accurate and timely submission.

- Support attorneys by preparing correspondence and other legal documentation.

- Assist with client communication and scheduling meetings.

- Utilize document management systems like iManage and Microsoft Office Suite to streamline workflows.

- Ensure compliance with legal procedures and standards, including estate planning and probate requirements.

- Notarize documents when applicable, if you hold a California Notary certification.

- Provide administrative support to attorneys handling corporate transactions. Requirements

- At least 3 years of experience supporting attorneys in estate planning, trust administration, and probate.

- Proficiency in managing deadlines, calendar schedules, and legal filings.

- Familiarity with document management systems, including iManage, Essential Forms, and Microsoft Office Suite.

- Expertise in estate planning procedures and probate processes.

- Strong organizational skills to handle complex legal documentation.

- Experience with e-filing and court filing systems.

- Knowledge of Essential Forms and corporate transaction fundamentals.

- California Notary certification is preferred but not required.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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