Accounting, Administrative Skills, Attorney, Billing, Case Management, Customer Relations, Customer Support/Service, Editing, Estate Planning, Federal Laws and Regulations, Inventory Management, Inventory Reports, Legal, Legal Documents, Legal Support Skills, Probate, Proofreading, Research Skills, Sales Management, State Laws and Regulations, Tax Planning, Time Management
LOCATION
Columbia, South Carolina
POSTED
30+ days ago
The Opportunity: Trusts & Estates Legal Secretary
Send resumes to: Hayley.christina@capstonesp.com
**Must have Law Firm Background and Probate Experience**
Position Summary
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.
Job Description
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.