Estate Planning Legal Secretary Job at Robert Half (Merced)

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

Experienced Legal Assistant

We are looking for an experienced Legal Assistant to join a small, local law fir...

Location

United States , Little Rock

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience as a legal secretary, assistant, or paralegal
Strong understanding of legal terminology and procedures
Proficiency in drafting, proofreading, and editing legal documents
Ability to manage schedules, appointments, and deadlines efficiently
Skilled in maintaining and organizing case files and legal records
Familiarity with corporate, estate planning, and tax law practices
Bachelor's degree in a related field is preferred
Excellent communication and organizational skills

Job Responsibility

Prepare, proofread, and edit legal documents, correspondence, and pleadings based on dictation or handwritten drafts
File legal pleadings and documents with the court system in compliance with established procedures
Manage and maintain case files and records to ensure accuracy and accessibility
Coordinate and schedule appointments, hearings, depositions, and other legal proceedings
Monitor and record attorneys’ billable hours to ensure accurate tracking and reporting
Assist with drafting and reviewing estate planning, corporate, and tax-related legal documentation
Support trial preparation by organizing materials and providing administrative assistance
Communicate effectively with attorneys, court personnel, and clients to facilitate smooth case management
Ensure all legal forms and files are up-to-date and comply with applicable regulations

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Property Administrator / Legal Secretary

Property Administrator / Legal Secretary role in the Legal Operations department...

Location

United Kingdom , Loughborough

Salary:

27000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Real Estate experience
Previous experience in a PA or Legal Secretary capacity
Proven experience supporting six fee earners
Ability to analyse and interpret complex data, including contractual documentation
Experience using IT systems to generate, format, and edit reports

Job Responsibility

Reviewing framework agreements to document client-specific protocols and processes
Audio typing
Implementing frameworks, providing guidance and training to support teams where required, and carrying out ongoing monitoring
Collating information to ensure client account plans are accurate and maintained, including managing internal housekeeping tasks
Managing and submitting regular MI reports, coordinating responses across multiple departments
Producing reports to assess service levels, KPIs, and delivery against agreed measures
Ensuring client portals are kept up to date and all associated tasks are completed in line with client requirements
Understanding and managing revenue for key clients, supporting the Framework Revenue Assistant with billing processes and providing high-level revenue updates to clients, including processing rebates
Supporting the coordination of client audits
Acting as a framework point of contact, dealing with queries where appropriate and using initiative to deliver exceptional client service

Fulltime

Legal Secretary/Assistant

We are looking for a dedicated Legal Secretary/Assistant to join our team in Oak...

Location

United States , Oak Lawn

Salary:

17.00 - 19.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in a legal support role, such as a legal secretary or assistant
Familiarity with law office procedures and the ability to support attorneys effectively
Proficiency in e-filing and submitting court documents
Strong skills in calendar management and scheduling
Ability to handle dictation and transcribe information accurately
High attention to detail when working with legal documents and presentations
Excellent organizational and communication skills

Job Responsibility

Assemble estate planning binders, including scanning, organizing, and reviewing documents to ensure accuracy and presentation quality
Perform copying tasks and manage document duplication efficiently
Provide general office support, applying knowledge of legal office procedures to assist attorneys and staff
Utilize e-filing systems to submit legal documents accurately and on time
Handle court filings and ensure compliance with legal deadlines and requirements
Manage calendars for attorneys, scheduling appointments and coordinating meetings
Assist with dictation tasks, transcribing and organizing information effectively
Collaborate with the team to ensure smooth day-to-day operations and address administrative needs

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Pa / administrator

Reporting to the Framework Manager, the Framework Assistant provides proactive, ...

Location

United Kingdom , Nottingham

Salary:

30000.00 - 32000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Real Estate experience
Previous experience in a PA or Legal Secretary capacity
Proven experience supporting six fee earners
Ability to analyse and interpret complex data, including contractual documentation
Experience using IT systems to generate, format, and edit reports

Job Responsibility

Reviewing framework agreements to document client-specific protocols and processes
Implementing frameworks, providing guidance and training to support teams where required, and carrying out ongoing monitoring
Collating information to ensure client account plans are accurate and maintained, including managing internal housekeeping tasks
Managing and submitting regular MI reports, coordinating responses across multiple departments
Producing reports to assess service levels, KPIs, and delivery against agreed measures
Ensuring client portals are kept up to date and all associated tasks are completed in line with client requirements
Understanding and managing revenue for key clients, supporting the Framework Revenue Assistant with billing processes and providing high-level revenue updates to clients, including processing rebates
Supporting the coordination of client audits
Acting as a framework point of contact, dealing with queries where appropriate and using initiative to deliver exceptional client service
Acting as a client point of contact when the client partner is unavailable, managing queries and providing high-quality service

Fulltime

New

Bartender

We are currently looking for bartenders. Applicants for this position should be ...

Location

United States , Atlanta

Salary:

Not provided

Capital City Club

Expiration Date

Until further notice

Requirements

Minimum 21 years of age
Available to work nights, weekends, and holidays
Can work independently and cohesively with others as part of a team
Have excellent verbal and written communication skills
Have excellent interpersonal skills
Two years of bartending experience requested
Be detail-oriented
Proficient in the basic point-of-sale system (training available)
Ability to stand for long periods of time
A high-energy and fun-loving personality with a positive attitude

Job Responsibility

Stocks bar daily and maintain organization/cleanliness
Prepares all mise en place before the bar opening
Prepares and serves alcoholic and non-alcoholic beverages with accuracy and efficiency, upholding Club standards and adhering to recipes
Works in a fast-paced, team-oriented environment with minimal supervision
Attends all staff meetings, including pre-shift sessions and training as required
Continually practices beverage and revenue control procedures
Completes other appropriate work assignments as requested by supervisor
Works closely with multiple teams and teammates to fulfill and exceed member expectations
Provides excellent food and beverage service to members and guests, always ensuring satisfaction
Follows daily opening/closing procedures completes daily checklists and executes day-to-day operations relatively independently

What we offer

Competitive guaranteed wage
Complimentary employee meal for each shift worked
Parking provided on-site at no cost
Work uniforms provided
Uniform laundering provided on-site at no cost
Annual performance review
Employee recognition program
Summer and holiday employee appreciation events
Opportunity to become T.I.P.S. certified at no cost

Fulltime

Estate Planning Legal Secretary

Robert Half

Location:
United States , Merced

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 07, 2026

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Estate Planning Legal Secretary

Robert Half

Location:United States , Merced

Category:Legal

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 07, 2026

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Job Posted:
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