Trusts Estates Legal Secretary

divh2Trusts Estates Legal Secretary/h2pOur distinguished client, one of the most prominent law firms in the Carolinas, is seeking a highly skilled and professional Trust Estates Legal Secretary/Assistant to join their elite legal team. This is an exceptional opportunity to work with a firm renowned for its commitment to excellence, innovation, and client service./ppPosition Summary:/pulliProvide administrative and legal support to attorneys specializing in Trusts and Estates, including drafting, editing, and proofreading legal documents such as wills, trusts, powers of attorney, and estate planning documents./liliCoordinate and manage client communications, scheduling consultations, and maintaining regular follow-ups to ensure exceptional client service./liliAssist in preparing for estate administration, including gathering financial records, preparing inventories, and managing probate filings./liliConduct research on estate planning and tax issues and ensure all work complies with federal and state laws./liliMaintain and organize confidential case files, correspondence, and attorney schedules using the firms document and case management systems./liliAssist with preparation for hearings, depositions, and other legal proceedings, as required./liliLiaise with clients, accountants, financial advisors, and other professionals involved in the estate planning process./liliHandle administrative duties such as filing, billing, and tracking deadlines for various estate and trust matters./li/ul/div