Estate Planning Legal Secretary

Dallas, TX 75231

Posted: 07/09/2024 Employment Type: Direct Hire Industry: Legal Job Number: 18972

Job Description

Our client in Dallas, Texas has an immediate opening for an Estate Planning Legal Secretary on a direct hire basis.  

Company Profile:
Law Firm
Great Benefits 
Fully in office 
Tenured Team 


Estate Planning Legal Secretary Role
This position will support 2 Probate and Trust/Estate Attorneys in a busy and dynamic estate planning and probate practice. 
Familiarity with estate planning and/or probate matters
Provide legal secretarial and administrative (clerical) support to assigned attorneys
Prepare letters, memos, pleadings, and other documentation as required
File pleadings (electronically or otherwise) with the appropriate court system
Make travel arrangements
Prepare expense reimbursement documentation
Provide documentation, as required, to clients, opposing counsel, and others
Enter information into the system for the purpose of running conflict checks and new client setup information as well as preparation of supporting documentation
Maintain an appropriate filing system for physical and electronic files for all attorney and client work, including utilizing electronic file sharing systems
Answer incoming phone calls for assigned attorneys, unless otherwise directed
Enter attorney time
Perform other duties or tasks as assigned

Estate Planning Legal Secretary Background Profile
High school diploma required; associate or bachelor's degree preferred.
3+ years of Estate Planning secretarial experience
Prior Law Firm experience a must 
Working knowledge of Microsoft Word, Excel, and PowerPoint
Must be able to multi-task in a fast-paced environment
Must be able to work independently as well as in a team environment
Required typing of 65+wpm
Candidate must be highly detailed
Candidate must be an excellent proofreader 
Exceptional written and verbal communication skills, including professional phone etiquette and client interaction.

Features and Benefits of Client:
Comprehensive health benefits package
Retirement savings plan 401(k) with employer match
Paid time off and holidays


Frontline Source Group is an Equal Opportunity Employer.  Candidates must be authorized to work in the United States without sponsorship.  The client cannot sponsor any visas. 

Disclaimer: sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.

Job Requirements

Legal, probate, estate planning

Meet Your Recruiter

Brittany White

Brittany White is an accomplished Executive Recruiter at Frontline Source Group, specializing in the legal field. With a deep-seated passion for connecting exceptional legal professionals with their ideal roles, Brittany's expertise and experience have solidified her reputation as a trusted partner in the recruitment industry.

Significant milestones have marked Brittany’s journey in executive recruitment. Brittany has previously served as a Sr. Talent Director and Assistant Vice President, where she honed her skills in talent acquisition and management. This tenure allowed her to develop a nuanced understanding of the legal industry's unique demands and intricacies.

With Brittany White as part of the Frontline Source Group team, you're gaining an executive recruiter who is not only well-versed in the legal landscape but also dedicated to finding the perfect fit for both candidates and organizations. Her experience, combined with her exceptional interpersonal skills and a keen eye for talent, make her an invaluable asset in your pursuit of top-tier legal professionals.

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About Dallas, TX

Unlock your potential in the vibrant job market of the Dallas-Fort Worth metroplex! This bustling region in the great state of Texas boasts a perfect blend of southern charm and big-city opportunities. Dive into a dynamic career scene with access to renowned landmarks like the Dallas Arboretum and Botanical Garden, exquisite cuisine from Tex-Mex to BBQ, and cultural hotspots such as the Dallas Museum of Art and the AT&T Performing Arts Center. Cheer for the Dallas Cowboys at the AT&T Stadium or enjoy the outdoors at White Rock Lake. Discover why Dallas is the ultimate destination for growth, opportunity, and a fulfilling career journey. Explore our job listings today and embark on a new chapter in this captivating city!