Legal Secretary - Trusts and Estates

The Legal Secretary is a client-facing, fast-paced role that plays a critical part in maintaining the smooth operation of a sophisticated Trusts & Estates practice. The team is seeking a proactive legal professional who knows the ins and outs of Trusts & Estates. This person should thrive in a fast-moving environment, and be confident handling high expectations with professionalism.

Client Details

An established and well-regarded law firm in Stamford, CT is seeking a seasoned Legal Secretary to support a highly respected attorney with a long-standing estate planning practice.The attorney you'll support has built deep client relationships over several decades and values precision, professionalism, and a no-nonsense approach. His long-term assistant is retiring after extensive tenure with the team, and the firm is looking for someone equally committed and capable. Description

• Serve as the first point of contact for clients; handle communication with care and tact

• Draft and prepare estate planning documents

• Maintain attorney's calendar, schedule appointments, and coordinate meetings

• Process time entry and handle client correspondence (FedEx, USPS, UPS)

• Prepare post-execution binders; witness and notarize documents

• Maintain filing systems and document management tools (e.g., iManage)

• Utilize legal tech platforms such as Aderant, GEMS, ChromeRiver, Westlaw, Lexis/Nexis

• Provide occasional overtime support as needed

• Work closely with outgoing secretary during a brief transition period

Profile

• 6-10+ years of Legal Secretary experience supporting attorneys, ideally in Trusts & Estates law

• Experience drafting estate planning documents (e.g., POAs, HIPAA releases, advance directives)

• Professional, organized, and comfortable with high client interaction

• Able to work independently with a high level of discretion and attention to detail

• Notary Public (or willing to become one)

Job Offer

This is a rare opportunity to step into a highly visible, integral role supporting a veteran attorney with a loyal client base. The firm offers competitive pay (70-85K annually), generous benefits, 25 PTO days, and a collegial work culture rooted in excellence and longevity.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.