A well-established San Francisco law firm is seeking an experienced Estate Planning Legal Secretary to support attorneys in a professional, client-focused trusts and estates practice. The ideal candidate is highly organized, detail-oriented, and comfortable managing confidential information while coordinating complex document workflows and attorney schedules.

This role requires excellent communication skills, a strong command of estate-planning procedures, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities

• Draft, revise, and format estate planning documents including trusts, wills, powers of attorney, trust transfers, funding documents, and estate-administration forms.
• Assist with preparation and organization of probate filings, court forms, and related correspondence.
• Manage attorney calendars, schedule client meetings, document signings, notary appointments, and track deadlines.
• Coordinate trust-signing appointments, witness schedules, and follow-up communications with clients and fiduciaries.
• Maintain and update client files-both electronic and physical-ensuring accuracy, organization, and confidentiality.
• Handle incoming calls, screen inquiries, and communicate with clients professionally and tactfully.
• Manage document assembly packets, binders, and signature sets for estate planning meetings.
• Track and process billing, time entry, expense reimbursements, and monthly invoice edits.
• Coordinate with financial planners, accountants, CPAs, and outside professionals on client-related matters.
• Assist attorneys with intake procedures, conflict checks, client onboarding, and file-closing processes.
• Support special projects related to trust administration, probate matters, and estate-plan amendments.

Qualifications

• 3+ years of experience as a Legal Secretary or Legal Assistant in estate planning, trusts & estates, or probate.
• Strong understanding of California estate planning terminology, documents, and procedures.
• Excellent proofreading, formatting, and document-production skills (trusts, wills, codicils, binders).
• Proficiency in Microsoft Office, Adobe Acrobat, and legal document-management systems.
• Experience coordinating signatures, notarizations, and complex document sets.
• Strong client-service orientation and the ability to communicate clearly and professionally with high-net-worth clients and families.
• High level of discretion when handling confidential financial and personal information.
• Ability to multitask, prioritize, and meet deadlines under pressure.
• Notary Public certification a plus (not required).

Work Environment

• San Francisco-based office
• Collaborative, supportive estate-planning team
• Professional and client-centric atmosphere
• Hybrid flexibility depending on firm policy (optional to include if you want)