Legal Secretary | Estate Planning & Administration | 146824

1 Days Old

A prestigious law firm seeks an experienced Estate Planning & Administration Legal Secretary  to join its New Orleans office. This role involves estate planning, estate administration, and successions (probate), requiring strong organizational skills and client interaction.
Key Responsibilities: Assist in drafting wills, trusts, powers of attorney, and other estate planning documents. Manage estate administration tasks, including probate filings, asset identification, and financial record maintenance. Coordinate deadlines and court filings. Interact with clients and financial institutions to gather necessary information. Assist in trust accountings and estate tax return preparations. Compensation & Benefits: Salary: Competitive, based on experience. Benefits: Medical, dental, and vision insurance. 401(k) retirement plan. Paid personal and parental leave. Paid holidays and vacation time. Professional development opportunities. Candidate Parameters: Education: Bachelor’s degree or paralegal certificate from an ABA-approved program. Experience: Substantial experience in estate planning, estate administration, and probate. Technical Skills: Proficiency in Microsoft Office (Outlook, Excel, Word); experience with ProbatePlus or Estateworks is a plus. Soft Skills: Strong organizational, interpersonal, and communication skills.
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Location:
New Orleans

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