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Estate Planning Legal Secretary

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Robert Half

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Location:
United States , Merced

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Category:
Legal

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for an experienced Estate Planning Legal Secretary to join our team in Merced, California. In this role, you will provide comprehensive administrative support to attorneys specializing in estate planning, ensuring the smooth operation of daily activities. This position requires a high level of organization, attention to detail, and proficiency in legal processes and tools.

Job Responsibility:

  • Prepare and edit legal documents, including estate planning briefs, correspondence, and fiduciary-related materials
  • Manage e-filing processes for both federal and state courts, ensuring compliance with applicable court rules
  • Maintain and update attorney calendars, schedule meetings, and coordinate depositions
  • Handle expense reports, check requests, and other administrative tasks to support attorneys
  • Organize and maintain client files using document management systems such as NetDocs
  • Collaborate with attorneys to ensure timely submission of court filings and related paperwork
  • Assist in preparing trust and estate-related documentation with high accuracy
  • Coordinate with clients and team members to facilitate smooth communication and document exchange
  • Prioritize tasks effectively to ensure deadlines are consistently met in a fast-paced environment
  • Support attorneys with dictation and transcription tasks as needed

Requirements:

  • Minimum of 5 years of experience as a legal secretary, preferably in estate planning or litigation
  • Advanced proficiency in Microsoft Word for creating and editing legal documents
  • Strong knowledge of federal and state court rules and e-filing procedures
  • Experience with document management systems such as NetDocs is highly desirable
  • Excellent organizational skills and the ability to manage multiple priorities simultaneously
  • Strong attention to detail and accuracy in preparing legal documents
  • Effective communication skills for interacting with attorneys, clients, and team members
  • Ability to work collaboratively in a team-oriented, fast-paced environment
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training

Additional Information:

Job Posted:
February 07, 2026

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