Legal Secretary jobs in San Francisco, CA

C
Estate Planning Legal Secretary
  • C&M Legal Search, LLC
  • San Francisco, CA FULL_TIME
  • Estate Planning Legal Secretary 
    Duties and Responsibilities
    • Editing and proofreading of estate planning and trust administration documents
    • Assisting in drafting various estate planning documents, including trusts, wills, assignments, powers of attorney, advance health care directives, and recordation of deeds with accompanying transfer documents
    • Assisting in drafting trust administration documents, including checklists, certifications of trust, beneficiary releases and agreements, court petitions, probate documents, pleadings, and asset inventories 
    • Assisting in drafting and recording of real property transfer documents including deeds, preliminary changes of ownership, and transfer tax affidavits
    • Filing federal tax documents including Forms 709, 706, 8971, etc.
    • Filing probate court documents including court petitions and coordinating service of process on parties
    • Arranging for valuations as necessary
    • Obtaining EINs
    • Assisting executor/trustee with the collection, valuation and distribution of assets
    • Coordinate and carry out mailing, filing, and other administrative tasks for client projects
    • Preparing client memos and correspondence to clients and other professionals as needed
    • Performing legal research
    • Preparing signing instruction memoranda and finalizing estate documents for signature
    • Facilitating meetings, client calls, and maintaining attorney's calendars 
    • Assisting in client estate planning signing appointments as needed
    • Notary service (Public Notaries would be very helpful)
    • Coordinating with the records and conflicts departments in the opening and closing of matters
    • Database management of all relevant documents; routine document filing
    • Preparing physical and electronic estate planning and transaction binders for clients 
    • Expense reimbursements
    • Entering and editing attorney time as necessary
    Knowledge and Abilities Required
    • Experience with and basic knowledge of revocable estate planning documents (revocable trust, health care directives, trustee’s certification, powers of attorney, wills, etc.) and basic irrevocable estate planning documents (irrevocable trusts, assignmnets, etc.)
    • Experience with recording and filing real property transfer documents
    • Experience with court filings and service on parties, including e-filing
    • Experience with assembling and filing federal tax returns
    • Experience with calendaring deadlines and reminders on master calendar, in addition to managing calendaring calls and meetings for multiple attorneys
    • The ideal candidate will interact well with others in a team setting, work effectively under pressure, be detail oriented, eager to learn, and have strong organizational and communication skills
    • Excellent verbal and written skills are required 
    Experience and Education Required
    • Qualified candidates will have 3 – 5 years of strong estate planning experience, including knowledge of California Probate & Trust law and procedure and federal tax law and procedure.  Strong experience in real estate or corporate practice areas, or family office/financial management background may also be considered. 
    The expected salary range for this position is between $105,000 and $115,000. The actual base salary offered will depend upon a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
  • 2 Months Ago

C
Litigation Legal Secretary
  • C&M Legal Search, LLC
  • San Francisco, CA FULL_TIME
  • The Litigation Legal Secretary role in San Francisco supports the firm's Litigation practice by providing case management and administrative support to attorneys. Key responsibilities include preparin...
  • 2 Months Ago

R
Legal Secretary
  • Robert Half
  • San Francisco, CA PER_DIEM
  • We are offering an exciting opportunity for a Legal Secretary in San Francisco, California. As a Legal Secretary, you will assist attorneys with a variety of secretarial tasks, manage client files, an...
  • 2 Days Ago

B
Legal Secretary
  • Binding Minds
  • San Francisco, CA FULL_TIME
  • Guided by department objectives and priorities, performs a variety of secretarial tasks to support assigned attorneys and other timekeepers. Provides a high level of client service and support while p...
  • 2 Days Ago

A
Legal Secretary
  • Adler & Colvin, a Law Corporation
  • San Francisco, CA FULL_TIME
  • LAW FIRM SERVING NONPROFITS: SEEKS LEGAL SECRETARY IN OUR SAN FRANCISCO OFFICE: Adler & Colvin is a nationally-esteemed firm with offices in San Francisco and Washington, D.C. Our more than twenty att...
  • 3 Days Ago

W
Legal Secretary
  • WilmerHale
  • San Francisco, CA FULL_TIME
  • WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government,...
  • 3 Days Ago

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0 Legal Secretary jobs found in San Francisco, CA area

A
Legal Secretary
  • AGG Legal Staffing
  • Oakland, CA
  • Legal Secretary California’s leading education law firm is seeking an experienced Litigation Legal Secretary to join the...
  • 12/12/2024 12:00:00 AM

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LEGAL SECRETARY
  • Kazan, McClain, Satterley & Greenwood, PLC
  • Oakland, CA
  • Job Description Job Description LEGAL SECRETARY Kazan, McClain, Satterley & Greenwood, a Professional Law Corporation, h...
  • 12/12/2024 12:00:00 AM

A
Legal Secretary - Litigation
  • Allen, Glaessner, Hazelwood & Werth, LLP
  • San Francisco, CA
  • Allen, Glaessner, Hazelwood & Werth, LLP, has an immediate opening for a full-time legal secretary to join our civil lit...
  • 12/12/2024 12:00:00 AM

A
Legal Secretary (Litigation)
  • Add Talent
  • San Francisco, CA
  • We are looking to recruit a Legal Secretary (Litigation). Join our client, a dynamic mid-sized law firm in the heart of ...
  • 12/9/2024 12:00:00 AM

C
Legal Secretary
  • Certified Employment Group
  • Oakland, CA
  • Job Description Job Description Actively hiring a temporary Legal Secretary for a law firm in Oakland that specializes i...
  • 12/9/2024 12:00:00 AM

F
Legal Secretary
  • Freeman Mathis & Gary, LLP
  • Walnut Creek, CA
  • A leading and rapidly growing national litigation law firm is seeking an enthusiastic litigation secretary to join our W...
  • 12/8/2024 12:00:00 AM

F
Junior Legal Secretary
  • Freeman Mathis and Gary LLP
  • Walnut Creek, CA
  • Freeman Mathis & Gary, LLP is a national specialty litigation firm and we are seeking a Junior Legal Secretary to join o...
  • 12/8/2024 12:00:00 AM

F
Junior Legal Secretary
  • Freeman Mathis & Gary, LLP
  • Walnut Creek, CA
  • Freeman Mathis & Gary, LLP is a national specialty litigation firm and we are seeking a Junior Legal Secretary to join o...
  • 12/8/2024 12:00:00 AM

San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Legal Secretary jobs
$64,521 to $84,805
San Francisco, California area prices
were up 4.5% from a year ago

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Legal Secretary in Bethesda, MD
Assists assigned attorneys with completing and tracking CLE compliance, presentations and training programs, other business development activities, and organizing all other non-billable activities.
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Legal Secretary in Boston, MA
Develop a strong understanding of attorneys’ practice and clients, including maintaining up-to-date calendar entries and meetings, client contacts, and client matter lists.
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