Legal Secretary

• Prepare and manage legal documents related to estate planning, trust administration, and probate cases
• Maintain and organize case files, ensuring all documents are properly filed and accessible
• Monitor and track court deadlines and appointments, updating calendars accordingly
• Coordinate e-filing and court filings, ensuring accurate and timely submission
• Support attorneys by preparing correspondence and other legal documentation
• Assist with client communication and scheduling meetings
• Utilize document management systems like iManage and Microsoft Office Suite to streamline workflows
• Ensure compliance with legal procedures and standards, including estate planning and probate requirements
• Notarize documents when applicable, if you hold a California Notary certification
• Provide administrative support to attorneys handling corporate transactions

• At least 3 years of experience supporting attorneys in estate planning, trust administration, and probate
• Proficiency in managing deadlines, calendar schedules, and legal filings
• Familiarity with document management systems, including iManage, Essential Forms, and Microsoft Office Suite
• Expertise in estate planning procedures and probate processes
• Strong organizational skills to handle complex legal documentation
• Experience with e-filing and court filing systems
• Knowledge of Essential Forms and corporate transaction fundamentals

California Notary certification

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