Estate Planning Legal Secretary Job at Robert Half (San Diego)

Legal Secretary

We are in search of a diligent and efficient Legal Secretary to join our team in...

Location

United States , McLean

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in answering multi-line phone systems
Familiarity with law office procedures, operations, and protocols
Proven experience in law practice, preferably in estate law
Proficient in dictation
Certification as a Notary Public or willingness to obtain such certification
Experience in dealing with witnesses
Knowledge of estate law, including estate planning, estate sales, and estate tax
Ability to manage and coordinate estate planning activities
Experience in handling estate sales
Understanding of estate tax laws and regulations

Job Responsibility

Coordinate and manage attorneys' schedules
Ensure all legal documents are filed accurately and within deadlines
Maintain and organize physical and electronic case files
Manage incoming and outgoing communications
Act as the point of contact between attorneys, clients, courts, and external parties
Assist with the preparation of pleadings
Carry out other administrative tasks as needed

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Legal Secretary

Location

United Kingdom , Stirling

Salary:

28000.00 - 34000.00 GBP / Year

Michael Page

Expiration Date

Until further notice

Requirements

Proven experience as a legal secretary, preferably in a commercial property environment
Familiarity with Scottish property law and procedures (especially land registration and LBTT)
High level of proficiency in Microsoft Office and legal case management systems
Strong attention to detail and excellent organisational skills
Ability to prioritise workloads and work under pressure to meet deadlines
Excellent communication skills - both written and verbal

Job Responsibility

Prepare, amend, and format legal documents including leases, missives, disposition, standard securities, and other property-related agreements
Use digital dictation and case management systems to produce documents accurately and efficiently
Prepare Land Register and Registers of Scotland documentation
Organise diaries, schedule meetings, and arrange property searches or reports
Maintain accurate filing systems - both electronic and paper
Assist with the opening, closing, and archiving of files in line with firm procedures
Liaise professionally with clients, estate agents, surveyors, and other solicitors
Handle telephone and email enquiries, providing updates or passing messages as appropriate
Draft routine correspondence and handle client communications in a timely and courteous manner
Support the completion process for sales, purchases, leases, and developments

What we offer

A competitive salary and excellent environment

Fulltime

Tax and Wealth Planning Paralegal

Seeking a Taxation and Wealth Planning Paralegal for a firm’s San Francisco offi...

Location

United States , San Francisco

Salary:

100000.00 - 125000.00 USD / Year

Benchmark Makers

Expiration Date

Until further notice

Requirements

BA or BS degree strongly preferred
Associate's degree or paralegal certificate with eight years of comparable work experience
Minimum of eight (8) years of experience
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)
Excellent written and verbal communication skills
Strong problem-solving skills
Strong organizational skills
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously

Job Responsibility

Calendar management, including tax-related deadlines and client calls/meetings
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns
Estate administration, including prepare and file probate documents, advise and respond to clients
Trust administration, including prepare withdrawal right notices and appointments of successor trustees
Prepare trust and estate accountings
Draft simple wills and correspondence
Apply for tax identification numbers
Prepare and file deeds and related documents, review deed records
Form entities with Secretary of State office
Prepare corporate minutes and maintain minute books

Fulltime