Legal Secretary – Trusts, Estate Planning and Probate

01.07.2022

The ideal candidate will have three (3) or more years of legal secretarial/legal assistant work experience in a law firm or other financial services organization.  Experience in trusts, estate planning, and probate is preferred.  Duties include drafting simple estate planning documents, editing and finalizing correspondence and documents, preparing engagement letters, running conflicts checks, maintaining client files, managing attorneys’ contacts and calendars, maintaining Will vault, scheduling meetings, entering time and sending invoices, e-filing probate pleadings, assisting with executions of estate planning documents and preparing client document packages. The ideal candidate will have experience with client management and communication, court e-filing, performing research regarding business entities and related matters, and should be capable of handling confidential client information.

Technical expertise and working knowledge in Word, Excel, PowerPoint, Outlook and iManage or other document management software is required.  Knowledge of TimeMatters and Wealth Transfer Planning software is a plus.  Candidate must also possess strong organizational and time-management skills, good verbal and written communication skills, and high attention to detail and have the ability to work well with all levels of firm personnel, as well as individuals outside the firm.  Candidate must also be available to work in the office daily from 8:30 a.m. to 5:30 p.m. and additional hours as needed.

Porter Hedges guarantees equal employment opportunity to all qualified applicants. All qualified applicants will receive consideration for employment, without regard to sex, age, race, color, national origin, religion, disability, sexual orientation, gender identity, gender expression, military or veteran status, or any other characteristic protected by law.