Estate Planning Legal Secretary Job at Robert Half (Merced)

Estate Planning Legal Assistant

Robert Half is working with a well-established Chicago law firm to identify a fu...

Location

United States , Chicago

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience as a legal secretary or legal assistant within estate planning or trust & estate law
Advanced proficiency in Microsoft Word, Outlook, and PDF tools
Experience with document management systems
Strong written and verbal communication skills with exceptional attention to detail
Ability to manage multiple priorities and deadlines in a fast-paced environment
Professional, dependable, and client-service oriented
High level of discretion and confidentiality

Job Responsibility

Provide administrative and executive support to estate planning attorneys
Draft, edit, proofread, and format estate planning documents, including wills, trusts, and powers of attorney
Coordinate and attend estate plan signings
Prepare and organize physical and electronic closing binders
Assist with trust administration tasks at the direction of attorneys, including locating and organizing estate and trust assets
Communicate professionally with clients and manage correspondence as directed
Proactively manage calendars, schedule meetings, and coordinate conference/video calls
Open new client matters, including preparing engagement letters, intake forms, and conflict materials
Assist with billing-related tasks, including sending invoices and responding to client inquiries
Maintain electronic and physical files using a document management system

What we offer

BCBS health insurance
paid leave
LTD and STD
Dental
vision
401(k)
pre-tax commuter transit and parking
flexible spending account

Fulltime

Legal Secretary

We are seeking a part-time Legal Secretary to support a retiring attorney with a...

Location

United States , Lafayette

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience as a Legal Secretary or in legal administrative support
Experience working with trusts, estate planning, or related legal documents preferred
Strong ability to pull, organize, and consolidate language from multiple legal documents
Proficiency in document formatting, proofreading, and preparing professional legal drafts
Strong attention to detail and organizational skills
Ability to handle confidential and sensitive information with discretion
Able to work independently and manage a flexible, part-time schedule
Availability for approximately 4–5 hours per week, 2 days per week, through at least September
Open to candidates located in Delaware
ties to New Orleans or Chicago also acceptable

Job Responsibility

Assist with organizing and preparing trust-related legal documents
help place remaining assets into a consolidated trust structure
pull relevant paragraphs from each trust and format the final document in a professional and organized manner

What we offer

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

Parttime

Corporate Legal Secretary

We are looking for a highly organized Corporate Legal Secretary to support senio...

Location

United States , San Mateo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in a legal secretary, corporate legal administrative, or executive support role within a law firm or corporate legal department
Strong background in calendar management, travel coordination, expense processing, and support for senior-level executives
Knowledge of legal document handling, court-related filings, service of process tracking, and general legal administrative procedures
Familiarity with real estate documentation, lease administration, or corporate property-related legal work is highly valued
Proficiency in preparing clear business correspondence, formatting legal materials, and maintaining organized electronic and physical records
Ability to manage confidential information with discretion while balancing multiple deadlines in a fast-paced environment
Comfortable working with invoicing workflows, vendor communication, and department coordination across legal, accounting, and HR teams

Job Responsibility

Support the Chief Administrative Officer with complex scheduling, travel planning, itinerary preparation, and coordination of meetings involving both internal partners and outside parties
Act as a central point of contact for legal leadership by managing communications, resolving scheduling conflicts, and prioritizing urgent matters with sound judgment
Prepare, revise, proof, and distribute correspondence, presentations, legal documents, transaction materials, and executive briefing packets
Oversee departmental administrative workflows, including expense submissions, check requests, purchase card reconciliations, and invoice routing through established approval procedures
Receive, track, and distribute legal notices, subpoenas, summons, complaints, hearing documents, and government correspondence related to properties and regulatory matters
Maintain matter records for claims and disputes, keeping legal tracking systems current through close coordination with attorneys and paralegals
Coordinate meetings, team gatherings, off-site events, and department functions by arranging logistics, venues, catering, conference rooms, and virtual meeting details
Manage incoming calls, daily mail, certified shipments, and document handling tasks such as scanning, copying, filing, and distribution across the Legal Department
Organize legal and real estate records, update department reference materials, maintain electronic and physical filing systems, and assemble closing binders and execution packages
Provide notary support for legal documents and assist with housing contract submissions, HR-related administrative projects, and other departmental assignments as needed

What we offer

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

Legal Secretary

Working as a team to act as a point of contact for lawyers and to ensure the eff...

Location

United Kingdom , Bristol

Salary:

Not provided

DAC Beachcroft

Expiration Date

Until further notice

Requirements

Experience of working in a legal or professional services environment
An aptitude for managing multiple priorities, producing documents and client communications of the highest standard
Advanced knowledge of Microsoft Office
Advanced knowledge of document management/case management systems
An effective communicator with an excellent customer and client service approach
Customer/client service focused
Proven experience of managing client facing tasks and priorities, with a hands-on, practical approach
Effective at investigating issues and seeing a problem through to conclusion
Conscientious, taking personal responsibility for own work and accountability for its delivery and quality
Excellent team player, sharing in team goals to provide excellent quality and efficiency of service, with a willingness to take on new responsibilities and challenges

Job Responsibility

Manage the production of documents and check returned work produced by the CLS team/speech recognition for accuracy/formatting
Taking and making client related calls, dealing with and handling message taking as appropriate
Responsible for keeping up to date with client specific protocols and processes
Responsible for files to be opened and closed and supervise general filing requirements and record keeping and production of engagement letters
Monitor and track key dates for clients and ensure compliance procedures are up to date on all files and matters
Support lawyers in business development activities including the involvement in preparation of pitches and presentations
Manage diaries, ensuring they are up-to date, anticipating requirements e.g. associated travel /accommodation bookings
Produce and maintain Excel spreadsheets as required
First point of contact for their team, dealing with queries and acting on initiative
Arrange for the preparation and collation of internal sector newsletters and briefings

What we offer

Flexible working with our Flex Forward scheme

Fulltime

Legal Secretary

Looking for your next challenge as a Legal Secretary? If you’re someone who enjo...

Location

United Kingdom , Birmingham

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

a minimum of 6 months’ previous office administrative experience ideally gained from within a legal environment
a minimum grade C pass at GCSE (or equivalent) in English Language and Mathematics
confidence with IT systems to include Microsoft Word and Excel
a good basic keyboard ability
the ability to work well in a team and develop good working relationships with colleagues and others
good communication skills with the confidence to liaise openly and clearly with colleagues and clients
the ability to produce a high standard of work, sometimes under pressure, whilst maintaining accuracy and good attention to detail
to be able to demonstrate flexibility, initiative and confidence in your own ability

Job Responsibility

providing timely and effective support to requests for assistance from members of the team
taking telephone calls and messages, handling queries and enquiries
using a case management system to process open, close and progress files
Submitting Land Registry and companies house applications and dealing with any requisitions
processing incoming and outgoing post and arranging couriers
managing file opening, closure and archiving
archiving, storing and retrieving of documentation (electronic and paper versions)
typing documents and correspondence
producing bills and other financial administration
managing diaries for the team, planning and organising meetings and making travel arrangements

What we offer

private medical
27 days holiday plus bank holidays
a bonus day off for your birthday
a culture of trust, empowerment and autonomy over your work
part of a vibrant, forward- thinking team with the support of friendly, approachable partners who encourage and support your career development
hybrid working
agile working
access to award-winning learning
flexibility built on trust
opportunities to collaborate across a diverse network of specialists

Fulltime

Trusts & Estates Legal Secretary

Our client, a national law firm located in downtown Denver is seeking a Trusts &...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of legal assistant experience
Trusts and estates experience, including estate planning, private client, or high-net-worth legal practice areas, preferred
Ability to work efficiently in a fast-paced, high-volume environment
Excellent written and verbal communication skills
Comfortable receiving constructive feedback
maintains composure and professionalism
Strong organizational skills with an effective system for managing multiple competing deadlines
Proficiency in Microsoft Office and legal practice management systems
Bachelor’s degree, preferred

Job Responsibility

Provide full-service legal assistant support to attorneys with a sophisticated private client financial practice
Manage calendaring, meeting scheduling, reminders, and deadline tracking
Maintain electronic and physical file systems, ensuring accuracy, organization, and compliance
Prepare, revise, and proofread correspondence, engagement letters, and client-facing materials
Assist with estate plan execution processes, including witnessing, notarizing when applicable, and scheduling signing appointments
Handle attorney time entry, billing assistance, and expense reporting
Serve as a primary point of contact for clients with professionalism and discretion

What we offer

excellent pay & benefits
hybrid work environment
paid overtime
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Transactional Legal Secretary

This contract-to-hire position offers an excellent opportunity to support attorn...

Location

United States , Costa Mesa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of Transactional Legal Secretary Experience
Strong organizational skills and attention to detail in managing legal files and documentation
Experience with commercial leasing, partnerships/LLC formations, and purchase agreements
Notary Public certification or willingness to obtain one

Job Responsibility

Draft and review legal documents, including commercial leasing agreements and purchase contracts
Assist attorneys in forming partnerships and corporate entities
Prepare, organize, and maintain transactional files to ensure accuracy and compliance
Provide comprehensive administrative support for legal transactions and operations
Utilize billing software for tracking and invoicing purposes - QuickBooks & TimeSolv
Collaborate on loan document preparation and estate planning tasks as needed
Ensure effective communication and documentation within case management systems

What we offer

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

Fulltime

Legal Secretary

Working as a team to act as a point of contact for lawyers and to ensure the eff...

Location

United Kingdom , Leeds

Salary:

Not provided

DAC Beachcroft

Expiration Date

Until further notice

Requirements

Experience of working in a legal or professional services environment
An aptitude for managing multiple priorities, producing documents and client communications of the highest standard
Advanced knowledge of Microsoft Office
Advanced knowledge of document management/case management systems
An effective communicator with an excellent customer and client service approach
Customer/client service focused
Proven experience of managing client facing tasks and priorities, with a hands-on, practical approach
Effective at investigating issues and seeing a problem through to conclusion
Conscientious, taking personal responsibility for own work and accountability for its delivery and quality
Excellent team player, sharing in team goals to provide excellent quality and efficiency of service, with a willingness to take on new responsibilities and challenges

Job Responsibility

Client Relationship Management: Manage the production of documents and check returned work produced by the CLS team/speech recognition for accuracy/formatting
Taking and making client related calls, dealing with and handling message taking as appropriate
Responsible for keeping up to date with client specific protocols and processes
Administrative: Responsible for files to be opened and closed and supervise general filing requirements and record keeping and production of engagement letters
Monitor and track key dates for clients and ensure compliance procedures are up to date
Support lawyers in business development activities including the involvement in preparation of pitches and presentations, scheduling meetings
Manage diaries, ensuring they are up-to date, anticipating requirements e.g. associated travel /accommodation bookings
Produce and maintain Excel spreadsheets as required
First point of contact for their team, dealing with queries and acting on initiative
Arrange for the preparation and collation of internal sector newsletters and briefings

What we offer

Flexible working with our Flex Forward scheme

Fulltime

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Estate Planning Legal Secretary

Job Description

Job Responsibility

Requirements

What we offer

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