Estate Planning Legal Secretary
Company: AGA Legal Staffing
Location: Pasadena
Posted on: June 24, 2022
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Job Description:
The legal secretary supports attorneys in our trusts and estates
and litigation practices.Duties and responsibilities--- Support
attorneys in civil, commercial and probate court litigation
matters, and in trust administration matters--- Enter calendar
deadlines in firm calendaring program and monitor deadlines---
Prepare, proof, file and serve court filings (petitions,
objections, complaints, answers, ex-parte) and notices of
hearing--- Prepare subpoenas and necessary notices, prepare shell
discovery requests and responses and monitor discovery deadlines,
obtain probate notes, and file supplements when needed--- Create,
proof, edit and finalize client estate planning documents---
Coordinate client signings and notarization of final estate
plans--- Create, proofread and revise correspondence, memoranda,
engagement letters, waiver of conflicts and other legal documents,
and fix formatting issues for documents created incorrectly--- Scan
and photocopy documents, send documents to clients via mail or
email as requested--- Maintain paper files and electronic files in
document management system--- Prepare new client matter forms,
initiate conflict checks, open and set-up new client files---
Maintain attorney CLE records and certificates of attendance and
keep file of same--- Maintain attorney calendars, confirm
appointments, prepare files for meetings with clients--- Schedule
conference calls and make travel arrangements--- Prepare travel
expense reports and submit reimbursement requests to Accounting
Department--- Maintain and update attorney contact lists--- Open
incoming and interoffice mail, review for content and direct
accordingly--- Enter, revise and balance attorney time on billing
system, mail or email monthly bills to clients, work closely with
Accounting Department to resolve client billing issues--- Complete
attorney registration to various courts and state agencies---
Prepare deeds for recording with area Recorder's Office, manage
when recorded, forward originals to clients for safekeeping---
Communicate with clients directly or as requested by attorneys---
Create, modify, and finalize presentation materials for webinars,
seminars, and training purposes--- Provide overflow assistance to
other secretaries as needed--- Assist with overtime assignments
when requiredQualifications--- Proof of COVID-19 vaccination
required--- High School Diploma or GED equivalent required---
Experience supporting busy Trust & Estates Planning and
Administration practice including administration of trusts and
probate estates, and court supervised cases--- Knowledge of
litigation deadlines and litigation process, preferably in probate
court--- Highly organized, detailed oriented and able to produce an
accurate work product--- Ability to work with multiple lawyers on
multiple client matters at the same time--- Personable,
approachable and possesses a high level of integrity and
accountability--- Enjoys working with a diverse range of
individuals and demonstrates compassion and diplomacy when dealing
with clients--- Trustworthy and able to maintain absolute
confidentiality in all HR matters--- Consistently positive and
professional demeanor--- Strong verbal and written communication
skills--- Demonstrates initiative and resourcefulness--- Able to
follow directions accurately and work independently--- Experience
with Microsoft Office (Word, Excel & PowerPoint)--- Notary, or
willingness to become a notary
Keywords: AGA Legal Staffing, Pasadena , Estate Planning Legal Secretary, Legal , Pasadena, California
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