Estate Planning Legal Secretary
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Overview
Remote
On-site
Compensation
$85,000-$90,000/year
Job Description
Our client is seeking an experienced Estate Planning Legal Secretary to provide comprehensive administrative and legal support to attorneys in their Estate Planning practice. This role requires a highly organized professional with exceptional attention to detail, strong communication skills, and experience supporting estate planning and probate matters.Position:EstatePlanning Legal SecretaryLocation: Houston, TXSchedule: 100% Onsite (Monday-Friday)Salary: $85,000-$90,000Responsibilities
- Draft, prepare, and revise estate planning documents, including wills, trusts, powers of attorney, advance directives, and related correspondence.
- Assist with the preparation, filing, and processing of probate documents and court filings.
- Serve as a primary point of contact for clients, financial institutions, and court personnel while maintaining a professional and courteous demeanor.
- Answer and manage attorney phone lines.
- Maintain attorney calendars, monitor deadlines, and coordinate schedules related to court filings, trust funding, client meetings, and other critical case milestones.
- Coordinate document signings, notary services, and execution of estate planning documents.
- Review and organize financial records, beneficiary designations, and asset information.
- Maintain accurate and organized electronic and physical client files in accordance with firm procedures.
- Assist attorneys with legal research, correspondence, and preparation of estate and trust tax forms, including IRS Forms 706 and 709.
- Provide additional administrative and legal support as needed.
- Minimum of 6 years of legal secretary experience, with at least 3 years supporting an estate planning practice strongly preferred.
- Strong understanding of estate planning documents, probate procedures, and trust administration.
- Familiarity with court filing procedures, county and state filing systems, and legal terminology related to estate planning and probate.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook), document management systems such as iManage, and legal billing software.
- Experience with Westlaw, GEMS, Interactive Legal Suite, and FlexDraft is a plus, but not required.
- Excellent organizational, multitasking, and time management skills.
- Strong written and verbal communication skills.
- Ability to exercise a high level of discretion and maintain confidentiality with sensitive client information.
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FAQs About Estate Planning Legal Secretary Jobs at Burnett Specialists
What is the work location for this position at Burnett Specialists?
This job at Burnett Specialists is located in Houston, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Burnett Specialists?
Candidates can expect a pay range of $85,000 and $90,000 per year.
What employment applies to this position at Burnett Specialists?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Burnett Specialists?
You can apply for this role at Burnett Specialists either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.