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Legal Secretary Estate Planning
Job
Resolution Insurance Services LLC
Georgetown, DE (In Person)
Full-Time
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Job Description
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.