Legal Secretary- Trusts & Estates- Onsite

Tucker Ellis LLPCleveland, OH
50d$65,000 - $80,000Onsite

About The Position

Tucker Ellis LLP is seeking an experienced Trusts & Estates Legal Secretary to join our Cleveland office. This role is fully onsite, five days per week, and will provide direct administrative and practice support to attorneys in our Trusts & Estates group.

Requirements

  • A minimum of three years of experience as a legal secretary or legal assistant, preferably in trusts & estates or probate
  • Familiarity with estate planning documents and probate procedures strongly preferred
  • Proficiency with Microsoft Office applications and document management systems
  • Excellent attention to detail, organization, and follow-through in a deadline-driven environment
  • Strong written and verbal communication skills with the ability to interact directly with clients
  • Ability to work onsite in our Cleveland office five days per week

Nice To Haves

  • Familiarity with estate planning documents and probate procedures strongly preferred

Responsibilities

  • Provide administrative support to attorneys handling trusts & estates matters, including calendar management, scheduling, and document preparation
  • Prepare, edit, and proofread correspondence, legal documents, and estate planning materials such as wills, trusts, and powers of attorney
  • Assist with probate and trust administration by organizing files, maintaining case documentation, and preparing routine court forms and filings
  • Manage client files (electronic and paper), including opening new matters, maintaining organization, and archiving closed files
  • Communicate professionally with clients, court personnel, and outside professionals, ensuring timely follow-up on requests and deadlines
  • Coordinate signing meetings, notarizations, and document execution for estate planning matters
  • Enter attorney time, process billing, and assist with client engagement letters and related administrative tasks

Benefits

  • Day 1 Benefits: Medical, dental, and vision insurance coverage
  • Paid Time Off: PTO begins to accumulate immediately, plus paid holidays
  • Retirement Plan:401(k) plan with a profit-sharing contribution

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

251-500 employees

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