Description We are looking for a meticulous and proactive Legal Secretary to join our team on a contract basis in Napa, California. In this role, you will provide essential support to attorneys and fiduciaries in managing trust administration tasks, ensuring accuracy, and meeting critical deadlines. This is a fantastic opportunity to contribute to a dedicated team specializing in estate planning and trust administration. Responsibilities: • Assist attorneys in trust administration by gathering and organizing asset details, drafting correspondence, and preparing necessary legal documents. • Prepare and file essential legal paperwork, including trust certifications, notices to beneficiaries, and trust accountings. • Communicate directly with clients, financial institutions, and government agencies to handle asset valuations, title transfers, and administrative matters. • Collaborate with CPAs and financial advisors to ensure trust funding and tax compliance are completed efficiently. • Monitor and manage deadlines for significant trust administration milestones, such as tax filings and distributions. • Maintain accurate and organized case files and follow firm protocols to uphold confidentiality and high standards. • Utilize case management software and tools to track progress and manage workflows effectively. • Coordinate schedules and tasks to ensure seamless communication and adherence to timelines. Requirements • Strong verbal and written communication skills, with the ability to engage professionally with clients and external partners. • Proficiency in tools like Aderant, Adobe Acrobat, and case management software is highly preferred. • Exceptional attention to detail and organizational abilities to manage multiple tasks simultaneously. • Familiarity with trust administration processes and legal documentation preparation. • Ability to handle sensitive and confidential information with discretion and professionalism. • Experience with billing functions, calendar management, and client relations. • Paralegal certification is preferred but not required. • Knowledge of software such as CompuLaw and ACRIS is a plus. TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .