Estate Planning Legal Secretary in Orlando, FL at Vaco

Date Posted: 7/5/2019

Job Snapshot

  • Employee Type:
  • Location:
    Orlando, FL
  • Job Type:
  • Experience:
    At least 3 year(s)
  • Date Posted:
  • Job ID:

Job Description

Legal Professionals: let Vaco advocate for you and you'll have an advantage over your competition! Our recruiters have direct relationships with hiring managers, so they can connect your work experience to the open job. We have immediate openings for a Legal Secretary in the Orlando area. Instead of being another faceless resume, let Vaco promote your strengths to the hiring manager while preparing you for their specific interview.

Our recruiters will provide you with great insight about trends in the market-keeping you up to date on compensation expectations, company culture and growth opportunities. If you're an experienced Accounts Payable Clerk and you want to partner with the best, apply today!

Job Description

  • General Duties of a Legal Assistant in Probate and Estate Planning
  • Value assets (date of death and alternate valuation date)
  • Collect information and/or assets for preparation of inventory and tax returns
  • Order public records including birth, death, and marriage certificates
  • Publish appropriate notices to interested persons
  • Locate and notify heirs and devisees of probate proceeding
  • Locate witnesses to will
  • Prepare and maintain a calendar system
  • Answer questions from personal representative, surviving spouse and other interested parties
  • Meet with client and attorney at initial meeting
  • Prepare and transmit necessary papers to transfer/liquidate assets including stock, real estate and motor vehicles
  • Apply for employer identification number and file notices of fiduciary relationship
  • Interpret will provisions
  • Correspond with debtors and creditors to obtain pertinent information
  • Prepare disallowance of claims against the estate and monitor claims including court files
  • Prepare and file claims for insurance proceeds and death benefits
  • Maintain financial records of estate