Legal Secretary – Wills & Trusts, Probate Specialist

Custom Personnel; Redding (CA); On-site; USD 48,000 - 64,000; Full time

Job summary

CustomPersonnel's client is a reputable law firm with over fifty years of experience. We are seeking a Legal Secretary to support a busy practice, focusing on wills, trusts, and probate matters. You will handle document preparation, calendar management, and client communications.

The role involves formatting, proofreading, filing, dictation transcription, and assisting with basic legal research while maintaining strict confidentiality of all client and firm information.

Qualifications

• Experience with wills and trusts is required.
• Probate experience is highly desired.

Responsibilities

• Typing, formatting, proofreading and filing legal documents
• Answering and directing phone calls, emails and faxes from clients, witnesses and court staff
• Managing attorney calendars and scheduling appointments, hearings and meetings
• Organizing and maintaining physical and electronic case files
• Transcribing dictation from lawyers
• Preparing and filing documents with courts, agencies and opposing counsel
• Assisting with basic legal research and verifying case citations
• Handling expense reports, timekeeping and client billing
• Maintaining confidentiality of client and firm information

Skills

Wills and trusts

Job description

CustomPersonnel's client is a reputable law firm with over fifty years of experience. We are seeking a Legal Secretary to support a busy practice, focusing on wills, trusts, and probate matters. You will handle document preparation, calendar management, and client communications.

The role involves formatting, proofreading, filing, dictation transcription, and assisting with basic legal research while maintaining strict confidentiality of all client and firm information.