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.
Position:
Estate
Planning Legal Secretary
Location: Houston, TX
Schedule: 100% Onsite (Monday-Friday)
Salary: $85,000-$90,000
Responsibilities- 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