Experience: Mid Level
Salary: $85,000 - $95,000 per year
Job Details
-
Coordinate and manage attorneys’ schedules, including estate plan signings, client consultations, and probate or trust deadlines.
Establish and maintain both electronic and physical files, ensuring documents are organized and easily retrievable.
Draft, format, and proofread correspondence, legal forms, and documents with precision and attention to detail.
Prepare estate planning documents for execution and serve as a signing witness when required.
Scan, bind, and securely transmit executed estate planning documents to clients.
Prepare and submit expense reports, and support billing processes, including responding to client billing inquiries.
Manage incoming and outgoing mail efficiently.
Provide backup support for other administrative team members as needed.
Occasionally assist at the reception desk during short-term coverage.
Qualifications:
Minimum of 3 years’ experience as a legal assistant with recent experience in estate planning, probate, or trust administration within a law firm setting.
Exceptional written and verbal communication skills, with strong attention to detail.
Proficiency in Microsoft Office (Word, Outlook, Excel), document management systems such as NetDocs, and PDF software.
Highly organized with the ability to prioritize and manage multiple deadlines in a fast-paced environment.
Professional and courteous in client-facing interactions with families, advisors, and colleagues.
Discreet, maintaining strict confidentiality when handling sensitive information.
Eagerness to learn, adapt, and take on new responsibilities as workflows evolve.
A bit about us:
-
Our client is a highly respected Boston-based litigation and business law firm with a long-standing reputation for delivering sophisticated legal counsel to closely held businesses, developers, financial institutions, and high-net-worth individuals. The firm offers attorneys the opportunity to work on complex, high-stakes matters while maintaining a collaborative, entrepreneurial environment that emphasizes direct client interaction and meaningful responsibility.
Unlike larger institutional firms, attorneys are given substantial hands-on experience, close mentorship from experienced partners, and the ability to play a visible role in client strategy and case management. The firm has built a strong presence in the Boston market through its deep client relationships, collegial culture, and commitment to professional growth, making it an attractive platform for attorneys seeking sophisticated work in a more personalized setting.
Why join us?
-
Our Trusts & Estates practice advises high‑net‑worth individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies. The team combines deep expertise with a collaborative, client‑focused approach, delivering tailored solutions that preserve and protect multigenerational wealth.
Join a collaborative, high-net-worth trusts and estates practice at a boutique law firm in downtown where your expertise is valued and your contributions directly support a sophisticated client base. You’ll assist multiple attorneys in managing complex estate planning, trust administration, and wealth transfer matters.
We offer a flexible schedule, excellent work-life balance, and a competitive compensation package, including:
** 401K employee match 50% **
** 100% paid health and dental coverage, and deductible **
Strong compensation and yearly bonus
Profit Sharing
If you excel in a detail-oriented, team-focused environment and are eager to advance your career supporting high-net-worth clients, this is the ideal opportunity.
#legal #estate-planning #estate #trust #high-net-worth #documentation #probate #trust-administration #estates #hnw #expense-report #wealth-management #corporate-law #wills #entity-formation #legal-assistant #uhnw #succession #succession-planning #legal-administrative-assistant #high-networth #high-net-worth #gift-planning #fiduciary-support #generational-wealth #tier3
