Naples FL

Trust & Estates Legal Assistant

CM Legal

Trust & Estates Legal Assistant
Our client is  seeking a legal assistant for the Trust & Estates group in the Naples Office.

• This position works with a team of estate planning lawyers and other staff to ensure documents such as wills, trusts, and powers of attorney are modified and finalized for execution by clients.
• Duties include, but are not limited to, drafting cover letters, composing and distributing documents and correspondence on a discretionary basis to respond to client inquiries or to obtain information.
• Performing client work as directed by assigned attorney(s) organizing and coordinating, on an independent basis, administrative and other resources to ensure timely project completion.
• Drafting, transcribing, typing, formatting, proofreading and/or finalizing legal documents, from dictation, handwriting or existing documents as directed by assigned attorney(s).
• Working with merge documents at the direction of the attorneys; mailing/emailing documents to clients; maintaining updated contact lists.
• Maintaining electronic and paper files of legal documents.
• Screening, taking and relaying accurate telephone messages and responding, as appropriate, when the matter does not require the attention of the assigned attorney(s).
• Maintaining calendars of assigned attorney(s) and organizing meetings, for clients to make modifications/substitutions and/or sign final documents.
• Serve as witness and/or notary when documents are signed. May include occasional signings outside of office.
• Binding documents and preparing documents for the clients.

• 1-2 years legal secretarial experience in the trust and estates field preferred.
• Ability to work in a collegial manner with a number of team members, provide extensive administrative assistance to assigned legal staff while also serving as a positive role model for others.
• Exceptional technical skills required, as well as strong organizational, communication and client service skills.
• Working knowledge of MS Word, particularly with Styles, Outlook, and electronic document management systems (experience with FileSite a plus).
• Excellent time management, prioritizing skills, and ability to adjust to a changing work flow.
• Must be detail oriented, with excellent proofreading, grammar and spelling skills, as well as the ability to multi-task and interface with clients professionally and effectively.
• Position requires high level of discretion and ability to maintain confidentiality.


  • Max. file size: 300 MB.

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