Legal Secretary (Trusts & Estates)

Weintraub Tobin

$82K — $95K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years as a legal secretary with experience in litigation, preferably in trusts and estates law
  • Understanding of court filing procedures for both federal and state levels, including e-filing
  • Familiarity with arbitration and mediation processes, including AAA and JAMS requirements
  • Proficient in Microsoft Office Suite, particularly Outlook and Word
  • Typing speed of at least 50 words per minute
  • Exceptional skills in drafting, proofreading, and formatting legal documents
  • Experience with document management and litigation support software

Responsibilities

  • Manage attorney calendars, scheduling court appearances and meetings while tracking deadlines
  • Prepare and finalize a variety of legal documents, ensuring accuracy throughout
  • Handle document preparation for court filings, including e-filing
  • Schedule logistical support for litigation, like court reporters and expert witnesses
  • Create and coordinate visual materials for courtroom presentations
  • Maintain client files using iManage and submit necessary conflict check forms
  • Communicate effectively to gather information and follow up on assignments

Benefits

  • Hybrid work arrangement available after 90 days
  • Opportunity for flexible scheduling with four days in-office and one remote
  • Supportive team environment that values collaboration
  • Professional development opportunities within the legal field
  • Commitment to delivering exceptional client service
Full Job Description
Job Type

Full-time

Description

LEGAL SECRETARY - SACRAMENTO

THE OPPORTUNITY

Weintraub Tobin is seeking a full-time (40 hours per week), experienced Litigation Legal Secretary to join the Trusts & Estates Practice Group in our Sacramento office. The ideal candidate is highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced legal environment while delivering high quality work and exceptional client service. A hybrid arrangement option may be available after 90 days with four (4) days in office/one (1) day remote.

RESPONSIBILITIES
  • Maintain attorney calendars by scheduling court appearances, hearings, depositions, mediations, arbitrations, client meetings, conferences, travel, and other appointments while monitoring critical deadlines and filing requirements
  • Prepare, revise, proofread, format, and finalize a wide range of legal documents, including litigation pleadings, motions, discovery, briefs, and correspondence with accuracy
  • Prepare documents for state and federal court filings, discovery, arbitration, mediation, and hearings, including electronic filings
  • Schedule couriers, court reporters, expert witnesses, and other litigation support services
  • Coordinate the preparation of charts, graphs, exhibits, and other courtroom or presentation materials
  • Complete and submit conflict check forms and new matter requests
  • Maintain all client matter files and documents within iManage
  • Represent attorneys by communicating and obtaining information, following up on delegated assignments, and exercising sound judgment regarding matters requiring attorney attention
  • Coordinate communications with clients, courts, opposing counsel, vendors, experts, consultants, court reporters, and outside service providers
  • Maintain professional relationships with clients while preserving the confidentiality of attorney-client communications
  • Prepare expense reports, enter attorney time, and review and edit pre-bills
  • Answer and screen telephone calls
  • Send, receive, and manage attorney email and facsimile communications, as needed
  • Read, sort, and distribute incoming mail; prepare and process outgoing mail in accordance with office procedures, coordinating special delivery services when necessary
  • Photocopy, scan, assemble, and distribute documents and binders as required
  • Collaborate with attorneys, paralegals, and administrative staff to ensure timely completion of projects and provide cross-coverage as needed
  • Perform other administrative and legal support duties as assigned, including providing assistance to other legal secretaries as needed


Requirements

SKILLS AND ABILITIES
  • 5+ of legal secretary experience supporting litigation attorneys, preferably within trusts and estates litigation, trust administration, and probate
  • Knowledge of federal and state court filing procedures, including e-filing requirements
  • Familiarity with AAA, JAMS, and other arbitration and mediation filing requirements
  • Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint)
  • Typing speed of at least 50 WPM
  • Solid drafting, proofreading, and formatting skills for complex legal documents
  • Experience with document management systems, time entry, billing, and litigation support software
  • Superior attention to detail and a high degree of accuracy
  • Strong analytical, organizational, and problem-solving skills
  • Strong written and verbal communication skills with a client-focused demeanor
  • Ability to manage multiple priorities, work effectively under pressure, and consistently meet deadlines
  • Self-motivated with ability to work independently and collaboratively as part of a team
  • Reliable attendance, flexibility, and the ability to thrive in a fast-paced environment

Salary range: $82,000-$95,000 (based upon years of experience)

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