Trusts & Estates Legal Secretary

Overview

The Opportunity:
Trusts & Estates Legal Secretary

Send resumes to:
Ha

Must have Law Firm Background and Probate Experience

Our distinguished client, one of the most prominent law firms in the Carolinas, is seeking a highly skilled and professional Trust & Estates Legal Secretary/Assistant to join their elite legal team. This is an exceptional opportunity to work with a firm renowned for its commitment to excellence, innovation, and client service.

• Provide administrative and legal support to attorneys specializing in Trusts and Estates, including drafting, editing, and proofreading legal documents such as wills, trusts, powers of attorney, and estate planning documents.
• Coordinate and manage client communications, scheduling consultations, and maintaining regular follow-ups to ensure exceptional client service.
• Assist in preparing for estate administration, including gathering financial records, preparing inventories, and managing probate filings.
• Conduct research on estate planning and tax issues and ensure all work complies with federal and state laws.
• Maintain and organize confidential case files, correspondence, and attorney schedules using the firm’s document and case management systems.
• Assist with preparation for hearings, depositions, and other legal proceedings, as required.
• Liaise with clients, accountants, financial advisors, and other professionals involved in the estate planning process.
• Handle administrative duties such as filing, billing, and tracking deadlines for various estate and trust matters.