Legal Secretary

Key Responsibilities: Draft estate planning documents to include wills, trusts, powers of attorney, advance healthcare directives, and related amendments. Collect and organize financial, personal, and asset information from clients. Manage and maintain client files, both digital and physical, in accordance with firm policies. Monitor deadlines and maintain tickler systems for follow-up. Maintain up to date knowledge of relevant estate, tax, and probate laws. Communicate professionally with clients, financial advisors, and other third parties.

Qualifications: Minimum 5 years experience in estate planning or a related legal field. Strong understanding of estate planning documents, terminology, and procedures. Experience with legal practice management software such as Smokeball. Notary Public license

Key Skills: Exceptional attention to detail and organizational skills. Strong written and verbal communication. Ability to manage multiple tasks and deadlines in a fast-paced environment. Professional demeanor and discretion with confidential information. Proficient in Microsoft Office Suite.

Working Conditions: Primarily office-based with standard business hours, some flexibility may be required. Occasional client meetings or signings may occur outside of normal office hours.

Pay & Benefits: $75,000 salary - Commensurate with experience Employee Medical Plan Disability Insurance Life Insurance To Apply: Please submit a cover letter along with your resume and send to BrianT@Gierach Law Firm.com. Thank you for considering this opportunity. Please, no direct inquiries or agency submissions.