Wills and Estates Legal Secretary/Graduate
Core
Provide secretarial support and manage the full lifecycle of wills, estates, and trust matters for clients.
Role type
Legal Secretary / Graduate (Wills and Estates)
Builds
Wills, Testamentary Trusts, Enduring Powers of Attorney, and Probate documents
Domain
Legal services (Wills, Estates, Trusts, Succession Planning)
Required skills
Legal secretarial experience, attention to detail, document preparation, file management, client liaison, electronic record keeping
Preferred skills
Legal administration experience, technology proficiency, team collaboration
Responsibilities
Prepare and amend Wills, Testamentary Trusts, EPOAs, and Probate; Manage matters from opening to completion; Coordinate appointments and document execution; Liaise with clients, beneficiaries, and third parties; Maintain accurate electronic and physical records; Assist with cost disclosures and billing documentation.