Legal Secretary

We are currently seeking a skilled and detail-oriented Legal Secretary to join a experienced Wills and Probate team in Leeds. As a Legal Secretary, you will provide essential administrative and secretarial support to our attorneys specializing in wills, probate, and estate planning. Your role will involve managing correspondence, organizing case files, scheduling appointments, and maintaining effective communication with clients and external parties.

**Requirements**:

- Provide comprehensive administrative support to solicitors specializing in wills, probate, and estate planning.
- Efficiently manage solicitors’ calendars, including scheduling appointments, client meetings, and court dates.
- Prepare and proofread legal documents, including wills, trusts, probate forms, and client correspondence.
- Organize and maintain case files, ensuring all documents are accurately labelled, indexed, and readily accessible.
- Assist in drafting and editing legal forms, such as powers of attorney, advance directives, and estate planning questionnaires.
- Liaise with clients, courts, financial institutions, and other relevant parties to obtain necessary information and facilitate case progression.
- Assist with the preparation of court filings, document management, and electronic filing as required.
- Manage billing and invoicing processes, including recording billable hours, preparing invoices, and tracking payment status.
- Conduct basic legal research on wills, probate, and estate planning matters and compile relevant information for attorneys reference.
- Maintain confidentiality and adhere to ethical and professional standards in handling sensitive case information.

**Benefits**:

- Previous experience as a Legal Secretary within wills and probate or estate planning.
- Strong knowledge of wills, probate, estate planning procedures, and relevant laws and regulations
- Excellent organizational skills, attention to detail, and the ability to prioritise tasks effectively.
- Strong written and verbal communication skills, with the ability to communicate professionally and empathetically with clients.
- Ability to multitask, meet deadlines, and adapt to changing priorities in a fast-paced environment.
- High level of discretion, professionalism, and integrity in handling confidential information.
- Knowledge of court procedures related to wills and probate matters and the ability to assist with court filings and related tasks.
- Experience in legal billing and familiarity with relevant billing systems is desirable.
- A legal secretary qualification or relevant legal studies would be an advantage.