Legal Secretary

Reputable San Francisco firm is in search of an Estate Planning Legal Secretary to join their team on a hybrid remote basis. This role is crucial, as it involves providing comprehensive support for attorneys, from drafting and proofreading documents to managing client and court interactions.

Responsibilities:

• Carry out the editing and proofreading of various estate planning and trust administration documents
• Assist in the drafting of estate planning documents, including trusts, wills, and powers of attorney
• Coordinate and manage administrative tasks for client projects including mailing and filing
• Facilitate meetings, client calls, and maintain attorney's calendars
• Obtain EINs and assist executor/trustee with the collection, valuation, and distribution of assets
• Handle database management of all relevant documents and routine document filing
• Assist in client estate planning signing appointments as needed
• Handle notary services and coordinate with the records and conflicts departments in the opening and closing of matters
• Prepare physical and electronic estate planning and transaction binders for clients
• Assist in drafting and recording of real property transfer documents including deeds, preliminary changes of ownership, and transfer tax affidavits
• Manage the filing of federal tax documents and probate court documents.
• Proficiency in Estate Planning.
• Certification as a Notary Public.
• Ability to accurately log Time Entries.
• Experience in Probate & Estate Administration.
• Excellent Proofreading skills.
• Knowledge and experience in Trusts and Estates.
• Proficient in using legal software and Microsoft Office Suite.
• Strong verbal and written communication skills.
• Ability to work under pressure and meet deadlines.
• High level of discretion to maintain confidentiality of sensitive information.
• Strong organizational skills and ability to prioritize tasks.
• Attention to detail and accuracy.
• Previous experience in a similar role is preferred.
• Bachelor's degree in a related field is advantageous.