Legal Secretary | Estate Planning & Administration | 146824
A prestigious law firm seeks an experienced Estate Planning & Administration Legal Secretary to join its New Orleans office. This role involves estate planning, estate administration, and successions (probate), requiring strong organizational skills and client interaction.
Key Responsibilities:
- Assist in drafting wills, trusts, powers of attorney, and other estate planning documents.
- Manage estate administration tasks, including probate filings, asset identification, and financial record maintenance.
- Coordinate deadlines and court filings.
- Interact with clients and financial institutions to gather necessary information.
- Assist in trust accountings and estate tax return preparations.
Compensation & Benefits:
- Salary: Competitive, based on experience.
Benefits:
- Medical, dental, and vision insurance.
- 401(k) retirement plan.
- Paid personal and parental leave.
- Paid holidays and vacation time.
- Professional development opportunities.
Candidate Parameters:
- Education: Bachelor’s degree or paralegal certificate from an ABA-approved program.
- Experience: Substantial experience in estate planning, estate administration, and probate.
- Technical Skills: Proficiency in Microsoft Office (Outlook, Excel, Word); experience with ProbatePlus or Estateworks is a plus.
- Soft Skills: Strong organizational, interpersonal, and communication skills.
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