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Trusts and Estates/Tax Legal Secretary

  • Location: Mineola, New York
  • Type: Direct Hire
  • Job #244

Trusts and Estates/Tax Legal Secretary

Location: Great Neck, New York

The Organization: Nationally Recognized Firm Specializing in Trusts & Estates Law

Salary & Benefits: Competitive Base Salary to $75K; Generous paid overtime and bonus; Medical, Dental and Vision Coverage; Transit Program; generous Paid Time Off; 401K w/match; Life Insurance; exceptional culture.

Summary: Seeking a legal secretary to support a busy Trust and Estate/Tax Practice. Candidate must be willing to work independently in a fast-paced, corporate environment.

Key Responsibilities:

  • Serve as primary point of contact for clients in person and over the phone

  • Draft Estate planning documents, such as HCPs and POAs

  • Bind wills and prepare documents for execution

  • Keep meticulous records of all documents created and executed

  • Assist with Probate process as necessary

  • Support tax work by keeping client documents organized, copying, and communicating required info to clients

  • Communicate with clients about their documents and fulfill related requests

  • Provide administrative support to attorneys, including calendaring, drafting correspondence, and filing

  • Prepare engagement letters

  • Open and maintain client files

  • Entering attorney time entry and reviewing and editing client bills

  • Proofread client documents and other legal documents, as requested

  • Answer client questions related to the administrative side of the process


  • 4+ years of Trusts and Estates Legal Secretary experience required

  • Detail-oriented

  • High level of professionalism and excellent customer service skills

  • Ability to work closely with high net worth individuals

  • Extremely discreet while working with sensitive information and documents

  • Candidates with Notary Certification preferred

  • Strong work ethic

  • Problem-solving skills