Legal Secretary - Trusts & Estates Practice Group

McCarthy Lebit Crystal & Liffman Co. LPA•Cleveland, OH

About The Position

The legal secretary will assist attorneys in all aspects of estate planning, including significant client communications. This position requires a high level of organization, attention to detail, and the ability to manage multiple tasks simultaneously while maintaining confidentiality.

Requirements

Strong understanding of estate planning terminology and procedures.
Excellent written and verbal communication skills.
Proficiency in office software (e.g., Microsoft Office, document management systems).
Exceptional organizational skills and attention to detail.
Ability to manage multiple tasks and prioritize effectively.
Strong client service orientation and the ability to maintain confidentiality.
Positive attitude and ability to thrive in a fast-paced environment.
High school diploma or equivalent required.
Minimum of 2 years of experience as a legal assistant, preferably in estate planning or a related field.

Nice To Haves

Associate's degree or paralegal certification preferred.

Responsibilities

Prepare and organize documents for client meetings and ensure that all necessary paperwork is available and in order.
Regularly communicate with clients to gather information and provide updates on the status of their estate planning matters.
Maintain attorneys' calendar, schedule and coordinate client meetings, including initial consultations and document signings.
Answer client inquiries, either by phone or email, and aid with completing forms and understanding documents.
Ensure compliance with state and federal laws in all estate planning documents and procedures.
Maintain organized and up-to-date client files, both physical and electronic, ensuring all documents are accurately filed and easily accessible.
Track deadlines and important dates, such as review periods for trust administration and probate processes.
Assist attorneys in the administration of trusts and estates, including gathering and organizing necessary documents, preparing accounting, and filing paperwork with the court.
Coordinate with financial institutions, beneficiaries, and other parties involved in the probate process.
Handle routine administrative tasks such as answering phones, managing correspondence, and maintaining office supplies.
Prepare billing statements and manage time entries for estate planning matters.