Estate Planning Legal Secretary
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: Estate Planning Legal Secretary
Location: Houston, TX
Schedule: 100% Onsite (Monday-Friday)
Salary: $85,000-$90,000
Responsibilities
- 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.
Qualifications
- 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.
HOUDT42
Meet The Recruiter
Susan Stone, CPC
Sr. Direct Hire Recruiter
28 years of Direct Hire Recruiting experience, proud to announce 16 years with Burnett - a company that truly uses its moral compass as a guide to improving lives!
Burnett, a Texas-based staffing and recruiting company, has been consistently ranked number 1 by the Houston Business Journal. Our extensive network of connections with hiring managers and candidates across all industries makes us an invaluable asset to your growth and success.
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Houston, TX
Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!
