Legal Secretary

Overview

LEGAL SECRETARY part time or full time

The legal secretary assists the attorneys and paralegals with Guardianship, Probate, or Estate Planning with clerical and administrative tasks. As the legal secretary, you will be responsible for assisting with tasks such as:

• Handle client communications via phone and email
• Drafting form letters
• Mailing documents
• Setting appointments
• Witnessing estate planning signings
• Scanning documents
• Drafting estate planning documents
• Help keep the master calendar organized
• Order offsite files for delivery to the office
• Learning to use Simplifile for E-Recordings (ex. Deeds, Affidavit of Continuous Marriage)
• Proofread documents
• Make edits by attorneys
• Assist with closedown of files
• Run documents to the Martin County Clerk of Court as needed

As a legal secretary, you have the opportunity to help people during a difficult time.

Documents generally handled in Estate Planning are:
Trusts, Wills, Durable Powers of Attorney, Living Wills, Designation of Health Care Surrogates and Deeds. The Estate Planning process helps people put their assets in order and compile their wishes for family members before their passing. The Probate process is one that helps clients navigate the court system after a loss. The Guardianship process helps in appointing a guardian for people who are incapacitated or cannot manage their own affairs.

We treat all clients with kindness and compassion as they go through the difficult time.