13 dets. Wills and Estates Legal Assistant
During probate proceedings, paralegals assist paralegals by: This unfortunate situation is one that succession paralegals can help clients avoid by clearly and competently explaining the implications of every aspect of living wills or continuing powers of attorney and by objectively discussing alternatives. From NALA, the National Association of Legal Assistants, an advanced certification in estate planning covers the topic in detail. NALS, the Bar Association, has certification programs for estate planning and estate law, as well as for older law in general, an area that overlaps significantly with estate planning. Provide legal management assistant support to multiple timekeepers, which may include partners, collaborators and paralegals. For example, the Real Estate, Trust and Estates Law Section of the American Bar Association offers an online training service for new lawyers and paralegals in trust and estate law. ABA paralegals learn from leading industry experts on substantive legal and ethical issues and best practices, including extensive knowledge and practical experience in fiduciary and estate law. We are looking for an experienced trust and estate legal assistant/paralegal to join our team. In this role, the successful candidate will work with lawyers, other professionals and clients in a variety of areas of estate planning, estate planning, non-profit planning, asset transfer planning, fiduciary responsibility, and fiduciary and estate administration matters. “The ever-increasing demand for legal services and efforts to reduce legal fees have created employment opportunities for legal secretaries.
They work to ensure the proper functioning of a law firm or a law firm. A Trusts and Estates Legal Secretary assists a fiduciary and estate lawyer in all secretarial and office aspects of the trust and probate functions. Duties may include: preparing correspondence and the type of legal documents, including briefs, motions, briefs, investigative papers and subpoenas, that maintain complex routing slip systems to track the myriad of legal deposit delays; create spreadsheets; index and update records and discovery records; planning statements, site visits, hearings, closures and meetings; and drafting correspondence and routine legal documents such as statement notices and invoices. Professional activity may also include assisting with legal research and communicating with lawyers, experts, opposing lawyers, suppliers and other employees. Legal secretaries work primarily in the office. The National Association for Legal Professionals (NALS) awards the ALS designation to legal secretaries who pass a three-part, four-hour exam. You may have the option to work part-time, flexible hours, or share your job, and this has increased in recent years. Knowledge of legal terminology, legal documents and legal processes is always expected of a legal secretary for the trust and estate. Strong computer skills to deal with Wordperfect, Word, Outlook and Excel are required. Excellent communication skills, both written and oral, are required. Here are some examples of legal secretary job descriptions in trust and estates: Trust and Estate Secretary The candidate will support a team of 5 people (including 3 T&E partners and 1 paralegal).
Serve as a link between lawyers and clients. Qualifications and Experience: The candidate should preferably have a university degree. The Abitur is a must (and will be checked). Certificate of paralegal and / or notary a plus. Strong administrative and organizational skills required. Excellent essential computer skills. In-depth knowledge of Microsoft Office. In particular, Access, Excel and Word (tables of contents, tables, correspondence, etc.). Familiar with accounting and tax preparation software. Ability to maintain the highest level of confidentiality with respect to internal company and customer information. Other tasks include customer billing, digital dictation, call verification, meeting coordination, and light receiving. Should have 8+ years of secretary/assistant experience.
Previous experience in an estate planning practice group is highly preferred. Knowledge of Microsoft Office software suite, accuracy, attention to detail and excellent proofreading skills are required. Trust / Estate Planning / Probate Legal Assistant / Secretary Responsibilities: Provide legal and non-legal administrative support to lawyers, paralegals and clients. Correct all documents and correspondence to ensure accuracy. Coordination of meetings, including video conferencing, conference calls, equipment, catering, presentation materials, visitors and rooms/offices. Manage lawyers` contacts and calendars. Manage lawyers` phones, including incoming calls, messaging, references, and conference calls. Plan the trip as needed. Edit expense reports and verify requests. Work with the billing specialist to prepare invoices, create cover letters, and send invoices.
Enter the timekeeper`s time and print the reports as desired. Process new client ingestion, perform conflict checks, create client files, and search and print reports. Qualification Requirements: The candidate must have 7+ years of experience in an environment that serves wealthy families. Exceptional legal secretarial skills to interact with clients, lawyers, employees and external suppliers. Ability to multitask in a fast-paced environment with minimal monitoring. Proven knowledge of Word and Excel. Proven knowledge of document management and time recording systems. Ability to prepare and execute electronic and paper court records.
Excellent teamwork and collaboration skills. Exceptional organizational and file management skills. Excellent proofreading skills. Exceptional oral and written communication skills. Able to handle confidential customer information in a professional and trustworthy manner. Ability to be flexible and manage changing priorities, including availability of overtime as required. Good judgment and ability to deal with high pressure situations. Strong willingness to learn and ability to interpret and follow instructions quickly and effectively. Fiduciary and Probate Secretary The candidate should have 3-5 years of experience in fiduciary and probate, preferably in a large corporate environment. Trust / Estate Litigation Legal Secretary The candidate must have 3-5 years of experience and strong litigation skills, including scheduling and court records (probate court experience one plus).
Previous experience in fiduciary and probate litigation is desirable. Work closely with clients, lawyers and paralegals. Ideal candidates have excellent organizational skills, written/oral communication and time management. Advanced computer skills with MS Word, Legal MacPac and OpenText eDocs document management desired. Legal Secretary in Fiduciary and Estate Litigation The candidate must have 3-5 years of experience and strong litigation skills, including scheduling and filing in court (probate experience one plus). Previous experience in fiduciary and probate litigation is desirable. Experience in corporate transactions is desirable. Must have excellent organizational, written/oral and time management skills. Advanced computer skills with MS Word, Legal MacPac and OpenText eDocs document management desired. Fiduciary and Estates Litigation Secretary The nominee is responsible for the filing and electronic filing of documents and briefs in state and federal courts, as well as the creation and formatting of documents, including tables of contents and authority lists.
Support includes schedules of court appointments and dates, recording timekeepers` billable time, coordinating travel and processing costs. The candidate must have 3+ years of process experience. Fiduciary and estate disputes and experience with probate courts are a plus. Knowledge of Microsoft Office, MacPac. OpenText eDocs document management desired. As you might expect, this process has many legal implications, and the concept of seizing legally binding living wills (commonly known as living wills) in these circumstances has become a matter for lawyers and paralegals. The documents attempt to anticipate medical problems leading to incapacity for work and allow the client`s wishes for an adequate level of medical care to be respected. 2 to 5 years (or more) of legal experience as a lawyer in estate planning, corporate or transaction, mergers and acquisitions and real estate a. The wing was duly removed from the tractor, collected as evidence at the probate hearing at the Kerrobert courthouse and accepted as a valid holograph will. Harris` last wishes were legally granted.
Wills are tricky issues and can be an emotional process for a client. For some clients, writing a will is simply a fact of life that must be nourished and forgotten once formalized. In any case, deciding what to do with property in the event of death is cumbersome and requires serious thought and planning.