Our client is seeking an experienced Estate Planning Legal Secretary to provide comprehensive administrative and legal support to attorneys in their Estate Planning practice. This role requires a highly organized professional with exceptional attention to detail, strong communication skills, and experience supporting estate planning and probate matters.
Draft,
prepare, and revise estate planning documents, including wills, trusts,
powers of attorney, advance directives, and related correspondence.
Assist
with the preparation, filing, and processing of probate documents and
court filings.
Serve
as a primary point of contact for clients, financial institutions, and
court personnel while maintaining a professional and courteous demeanor.
Answer
and manage attorney phone lines.
Maintain
attorney calendars, monitor deadlines, and coordinate schedules related to
court filings, trust funding, client meetings, and other critical case
milestones.
Coordinate
document signings, notary services, and execution of estate planning
documents.
Review
and organize financial records, beneficiary designations, and asset
information.
Maintain
accurate and organized electronic and physical client files in accordance
with firm procedures.
Assist
attorneys with legal research, correspondence, and preparation of estate
and trust tax forms, including IRS Forms 706 and 709.
Provide
additional administrative and legal support as needed.
Qualifications
Minimum
of 6 years of legal secretary experience, with at least 3 years
supporting an estate planning practice strongly preferred.
Strong
understanding of estate planning documents, probate procedures, and trust
administration.
Familiarity
with court filing procedures, county and state filing systems, and legal
terminology related to estate planning and probate.
Proficiency
with Microsoft Office Suite (Word, Excel, Outlook), document management
systems such as iManage, and legal billing software.
Experience
with Westlaw, GEMS, Interactive Legal Suite, and FlexDraft is a plus, but
not required.
Excellent
organizational, multitasking, and time management skills.
Strong
written and verbal communication skills.
Ability
to exercise a high level of discretion and maintain confidentiality with
sensitive client information.
HOUDT42
Numbers & Facts
Location
Houston, TX
Salary
$85,000–$90,000 Per Year
Skills
Administrative Skillsunmatched
Attorneyunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Document Managementunmatched
Estate Planningunmatched
Fundingunmatched
Legalunmatched
Legal Billing Softwareunmatched
Legal Researchunmatched
Legal Support Skillsunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Prepare Correspondenceunmatched
Presentation/Verbal Skillsunmatched
Probateunmatched
Time Managementunmatched
Writing Skillsunmatched
iManageunmatched
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