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Trust & Estate Legal Secretary, Temp

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Adams & Martin Group
Seasonal/Temporary position
Listed on 2026-03-08
Job specializations:
  • Law/Legal
    Legal Secretary
  • Administrative/Clerical
    Legal Secretary
Salary/Wage Range or Industry Benchmark: 10000 - 60000 USD Yearly USD 10000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Trust & Estate Legal Secretary, Temp-to-Hire

A well‑established law firm is seeking an experienced Trusts and Estates Legal Assistant/Paralegal to provide comprehensive support to attorneys in the areas of estate planning, trust administration, and probate. This full‑time, onsite position is ideal for a detail‑oriented professional with strong document preparation skills and a solid understanding of California estate planning procedures. The role involves significant client interaction, organized file management, and high‑level administrative support within a collaborative legal team.

NOTE: THIS IS A TEMP-TO-HIRE ROLE.

Responsibilities
  • Prepare, revise, and finalize estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, and HIPAA releases
  • Draft and process real property deeds, PCORs, and related recording forms; coordinate eRecording and ensure return of originals to clients
  • Organize and oversee client signing appointments, including arranging notaries or witnesses, preparing signature packets, and assembling completed estate planning binders
Trust and Estate Administration
  • Assist with trust funding, including asset schedules, beneficiary updates, and assignment documentation
  • Support attorneys with probate filings, notices, letters, inventories and appraisals, creditor notices, and administrative follow‑through
  • Maintain checklists, action logs, and critical deadlines for estate administration matters
Document Production and Court Support
  • Prepare and format legal documents, correspondence, memoranda, engagement letters, and client communications
  • Perform state e‑filings where applicable and coordinate in‑person filings and service when needed
  • Maintain organized paper and electronic files within the firm's document management system
Client and Attorney Support
  • Serve as a professional liaison between attorneys, clients, courts, financial institutions, and vendors
  • Schedule attorney meetings, client consultations, and conference room reservations; assist with travel arrangements when necessary
  • Support billing and time entry processes, including prebill edits and invoice distribution
Qualifications
  • 3 to 5 plus years of Trusts and Estates or Estate Planning legal secretary experience in a law firm setting
  • Strong understanding of California estate planning procedures, formatting requirements, and probate and trust administration workflows
  • High proficiency with MS Word, Outlook, Adobe Acrobat, and office technology
  • Excellent grammar, proofreading, and document formatting skills
  • Ability to manage multiple priorities while maintaining confidentiality
  • Notary Public preferred or willingness to obtain
  • Onsite position within an established law firm that values collaboration, professionalism, and high‑quality client service

Please submit your resume for confidential consideration.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

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