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Trust and Estates Legal Secretary Job Description

An ever increasing demand for legal services and efforts to reduce legal costs has given rise to employment opportunities for legal secretaries. They work to ensure the smooth functioning of a legal office or a firm. A Trust and Estate Legal Secretary assists a trust and estates attorney with a view to handle all the secretarial and clerical aspects of the trust and estates responsibilities. Duties may include: preparing correspondence and type legal documents, including pleadings, motions, briefs, discovery documents and subpoenas maintaining complex docket systems to track the myriad of legal filing deadlines; creating spreadsheets; index and update pleadings and discovery binders; scheduling depositions, site inspections, hearings, closing and meetings; and drafting correspondence and routine legal documents such as deposition notices and legal invoices. Work activities may also include assisting with legal research and communicate with attorneys, experts, opposing counsel, vendors and other staff. Legal secretaries are mainly office-based. The National Association for Legal Professionals (NALS) bestows an ALS designation upon legal secretaries who pass a four-hour, three-part examination. They may have the option of working part-time, flexi-time or on job sharing basis, and this has become more prevalent in recent years. Knowledge of legal terminology, legal documents, and legal processes is always expected from a Trust and Estate Legal Secretary. Strong computer proficiency in the use of Wordperfect, Word, Outlook and Excel is required. Excellent communication skills, both written and verbal are needed.

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