Probate Legal Secretary

3 weeks ago

Haywards Heath, West Sussex, United Kingdom Solutions 2 Recruitment Full time
Job Title: Legal Secretary

We are seeking an experienced and detail-oriented Legal Secretary to join our clients dynamic team. The ideal candidate will provide comprehensive administrative support to our probate department, ensuring a smooth and efficient transaction process.

Key Responsibilities:
  • Document Preparation:
    • Draft and proofread legal documents, including wills, trusts, petitions, and filings with probate courts.
    • Prepare and maintain case files, ensuring all documents are organized and up to date.
  • Client Communication:
    • Serve as the primary point of contact for clients, responding to enquiries and providing updates on case progress.
    • Schedule client appointments and manage solicitors' calendars.
  • Case Management:
    • Assist solicitors in managing case deadlines and filing requirements.
    • Track and follow up on important dates, including court appearances and document submissions.
  • Court Filings:
    • Prepare and file legal documents with probate courts, ensuring compliance with local rules and procedures.
    • Maintain a filing system for both electronic and paper documents.
  • Research:
    • Conduct legal research related to probate law and assist solicitors in gathering relevant case law and statutes.
  • Administrative Support:
    • Perform general office duties, such as answering phones, managing correspondence, and handling billing and invoicing.
    • Assist with office organization and maintenance.
Qualifications:
  • Experience: Minimum 2-3 years of experience as a legal secretary, preferably in probate or estate planning. Will consider training.
  • Skills:
    • Proficient in Microsoft Office Suite and legal management software.
    • Strong written and verbal communication skills.
    • Excellent organizational skills and attention to detail.
    • Ability to handle sensitive information with confidentiality.

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