Estate Planning Legal Secretary

Position Overview

Adams & Martin Group has partnered with a prestigious law firm to find an experienced Estate Planning Legal Secretary to support three estate planning attorneys. This role requires a highly skilled individual with a strong background in estate planning and exceptional organizational skills. The position is based onsite and offers a dynamic work environment with opportunities for growth.

Key Responsibilities

• Prepare, revise, format, proofread, and finalize legal documents and correspondence with a high degree of accuracy.
• Transcribe attorney dictation (live and digital), including correspondence and estate planning documents.
• Manage calendars, deadlines, appointments, and reminders for assigned attorneys.
• Handle incoming and outgoing client communications professionally.
• Open, maintain, and organize electronic and physical client files.
• Coordinate with clients, title companies, escrow officers, and other third parties.
• Assist with billing support, time entries, and expense submissions as needed.
• Prepare drafts of estate planning documents such as wills, trusts, powers of attorney, and related instruments based on attorney direction.
• Ensure all documents are formatted correctly, consistent, and ready for execution.

Requirements

• 10+ years of experience in estate planning (very important).
• Excellent word-processing skills, including fast typing and proficiency in Windows 11, Adobe Acrobat, Excel, Docusign, Teams, Zoom, etc.
• Notary credential.

Work Schedule

• Initial hours: 8:30 a.m. - 5:00 p.m., with a one-hour unpaid lunch.
• Flexibility: After the onboarding period, alternative schedules (such as 8:00-4:30 or 8:30-4:30 with a 30-minute lunch) may be arranged directly with the attorneys.

Compensation

• Salary is competitive and based on experience.
• $90,000 ideal but a higher salary will be offered to candidates with exceptional word processing and advanced document formatting skills, particularly in Microsoft Word.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.