Legal Secretary
Robert Half San Francisco
Growing boutique firm is seeking a Trusts & Estates Legal Secretary to their team in San Francisco, California. This role is primarily involved in the field of estate planning and will require the individual to have a keen eye for detail and exceptional organization skills.
The Legal Secretary will be responsible for assisting in drafting and editing estate planning documents, managing databases, and carrying out various administrative tasks.
Responsibilities:
- Assist in the preparation and editing of estate planning documents, such as trusts, wills, powers of attorney, and advance health care directives.
- Coordinate and execute administrative tasks for client projects, including mailing, filing, and database management.
- Support in drafting trust administration documents, including checklists, certifications of trust, beneficiary releases and agreements, court petitions, and asset inventories.
- Oversee the filing of federal tax documents and probate court documents.
- Assist in the preparation of real property transfer documents, including deeds, preliminary changes of ownership, and transfer tax affidavits.
- Aid in the collection, valuation, and distribution of assets as directed by the executor/trustee.
- Contribute to legal research and the preparation of client memos and correspondence.
- Assist in client estate planning signing appointments and provide notary services.
- Coordinate with records and conflicts departments in the opening and closing of matters.
- Manage the database of all relevant documents and carry out routine document filing.
- Prepare physical and electronic estate planning and transaction binders for clients.
- Applicants must possess strong skills in Estate Planning, as this is a significant aspect of the role.
- Candidates must be a Notary Public, or have the ability to quickly become certified, to meet the needs of our clients.
- A proficiency in managing Time Entries is crucial for maintaining organization and efficiency within our firm.
- Experience in Probate & Estate Administration is necessary to navigate the complex legal matters our clients face.
- Proofreading skills are essential, as all legal documents need to be accurate and free from errors.
- Knowledge of Trusts and Estates is mandatory, as this is a cornerstone of our firm's work.
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