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Beacon Hill Legal is seeking a Legal secretary with a background in Corporate, General Business, Wills, Trusts and Real Estate. This position is assigned to 3 attorneys and is 100% in office in far north Dallas.

Corporate Job Duties:

Estate Planning- revise and finalize the following:

o Wills

o Trusts

o ILIT

o Non-Testamentary documents

 Statutory Durable POA

 Medical POA

 Designation of Guardian

 Directives to Physicians

o Coordinate Will signing Ceremonies

Corporate Formations

o Contacting Secretary of State via SOSDirect for name availability inquiries

o Revise and finalize of all formation documents

 Prepare Certificates of Formations

 Prepare Company Agreements and Bylaws

 Prepare Consents

o Obtain tax identification numbers

o Order and set up Corporate Book

 Enter formation documents in book once received

o Create client, CPA and in-house binders for all parties

Corporate Updates

o Calendar all entities for annual updates

o Prepare and finalize updated Annual and Special Meeting Minutes

o Contacting the Texas Comptroller's Office regarding Franchise Tax Returns

o Forward Texas Comptroller and/or IRS Notices to Clients

Corporate- Other

o Dissolutions

o Assumed Names

o Amendments

Contracts/Agreements - revise (redlining/clean), page editing and finalize all documents

o This include scanning documents and page editing entire document.

Real Estate Documents

o Closing Documents

o Loan Documents

o Deeds

Filing of documents with County Records OfficeWebsite research which includes:

o IRS

o Secretary of State for Texas and all other States

o Comptroller Websites

o Location of individuals and/or places; Tax Offices/CAD

Maintain calendar of events and deadlines for Attorney/Client mattersContact clients via email, regular/FedEx/Certified mail, phone or faxFile Opening Procedures (Engagement letters, W9 and retainer) and maintaining client filesSchedule appointmentsReceptionist reliefGreet Clients and setup/clean up of conference roomsNotarize documentsOrder supplies for Attorneys' useMaintain ACTS (REF's database) Contacts listCase List Update

Real Estate Job Duties:

Create, revise Real Estate Contracts and Leases and various attachmentsSet up real estate filesContact and order corporate formation and other documents from Secretary of State via SOSDirect and Texas Comptroller's OfficeWork closely with title companies on deadlines and obtain title documents and schedulesWork with inspectors and surveyorsAssist Joy Phillips with preparation of Closing Documents and setting up real estate closingPrepare Closing binders after closing

DALLT#1407737_1741026362 To Apply for this Job Click Here