Job Description

Legal Assistant – Trusts & Estates 

Location : Boston, MA | Hybrid Role – 3 Days in Office, 2 Days Remote

Salary : Up to $105K | Excellent Benefits Package

Hours : Flexible – 9-5 or 8-4, No Overtime

Team : Super Collaborative Environment

We are seeking an experienced and motivated Legal Assistant to support our clients fast-paced  Trusts & Estates Department .

Responsibilities:

• Draft estate plan documents and final documents for execution.
• Prepare probate documents and filing packages for probate court.
• Process client bills using firm’s billing software. Review, edit, and proofread pre-bills and invoices to ensure timely and accurate client billing.
• Maintain client files with updated estate plans and administer estate administration case pleadings binders.
• Handle post-execution tasks, including client correspondence and creating estate planning binders.
• Manage transmission of original estate plan documents to the firm vault.
• Maintain calendars and assist with appointment setting for attorneys.
• Open new matters, including conflict checks, new matter forms, and engagement letters.

Qualifications:

• Minimum of 3 years of experience as a Legal Administrative Assistant, preferably with a Trusts & Estates background.
• Strong attention to detail, flexibility, and the ability to maintain confidentiality in all client and firm matters.
• Ability to work collaboratively in a fast-paced team setting while maintaining a high level of professionalism.

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