Legal Secretary Estate Planning

A remote Legal Secretary is needed for estate planning and probate administration. You will draft wills and trusts, manage client asset schedules, and scan executed documents.

**Job Duties**
- Draft wills, revocable trusts, powers of attorney, and healthcare directives from templates.
- Maintain client asset schedules (real estate, bank accounts, investment holdings).
- Prepare funding documents to transfer assets into trust names.
- Scan and file signed documents into secure digital vaults.
- Track annual trust administration tasks and reminders.