Trust & Estates Legal Assistant Job at Beacon Hill (Boston)

Estate Planning Legal Assistant

We are recruiting an Estate Planning Legal Assistant for a law firm based in Whe...

Location

United States , Wheaton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 2 years experience as a legal assistant in estate planning
Paralegal certification is preferred but not required
Detail-oriented with strong research and analytical skills
Exceptional interpersonal skills for effective client communication
Proficiency in legal software and Microsoft Office
Ability to work independently and manage multiple priorities and deadlines
Strong organizational skills, and ability to maintain confidentiality and discretion at all times

Job Responsibility

Assist in drafting estate plans, wills, trusts, powers of attorney, and healthcare documents
Retrieve, organize and analyze pertinent legal documents, conduct legal research when needed
Assist attorneys in preparation for court appearances, depositions, and client meetings
Review and proofread all legal documents to ensure accuracy
Communicate professionally and promptly with clients and all team members
Organize, maintain and manage client files, deeds, trusts, and other documents
Handle routine correspondence, phone calls, and emails
Perform administrative tasks including filing, typing, and faxing document

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Legal Director - Trusts and Estates Disputes Team

We have an exciting opportunity for a 5 year+ PQE Solicitor to join our client-f...

Location

United Kingdom , Bristol

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

a minimum of 5 years post-qualification experience in an administrative role gained within a legal or professional services environment
confidence with IT systems to include Microsoft Word and Excel
a minimum grade C pass at GCSE (or equivalent) in English Language and Mathematics

Job Responsibility

running own case load efficiently and cost effectively and within strict service level agreements as required by the clients
assisting senior colleagues on a broad range of TED cases
advising clients about the strengths and weaknesses of their cases
handling a caseload of differing complexity
getting involved in business development activities, both individually and as part of the Bristol and national teams
attending and conducting client meetings
drafting and preparing court documents in a time sensitive manner

Fulltime

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Legal Assistant

Legal Assistants directly support lawyers and may be required to supervise other...

Location

United States , Oakland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Computer and technical knowledge
Strong analytical, communication and organizational skills
2+ years of experience in labor and employment law is ideal
Draft Pleadings experience
Strong familiarity with federal courts
Command of state courts
Experience with Trial Exhibits
Adeptness in Employee Relations Investigations
Employer employment law experience
Demonstrated knowledge of Investigation Reports

Job Responsibility

Electronically filing documents
Cross-reference copied documents with originals to ensure accuracy
Develop correspondence and memorandum
Handle matter management and record keeping
Prioritize legal research and investigative tasks, including obtaining information or documents from outside parties, as directed
Photocopy/scan documents
Maintain word processing, filing and faxing
Gather documents and assemble data as directed by lawyers and paralegals
Regulate computer database input and retrieval
Analyze and retrieve electronic documents from a variety of court and agency web sites

What we offer

Medical, vision, dental, and life and disability insurance
Eligible to enroll in company 401(k) plan

Fulltime

Trust and Estate Paralegal

This role will be an essential part of our high retention team, using your skill...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possess knowledge and practical experience in Probate Law, Estate Law, and Tax Returns
Skilled in Calendar Management to organize and maintain attorney schedules
Proficiency in handling Estate Planning matters
Experience in Probate and Estate Administration
Familiarity with legal terminologies and procedures related to Probate
Strong written and verbal communication skills
Detail-oriented with strong organizational skills
Ability to work independently and collaboratively within a team
Proficient in legal research and drafting legal documents
Adherence to detail oriented ethics and confidentiality of information

Job Responsibility

Assist in managing and organizing various legal documents related to estate planning and probate law
Conduct extensive legal research and gather relevant information to assist in case preparation
Work closely with the legal team to prepare and file tax returns related to estates
Utilize your knowledge of probate and estate administration to effectively manage client cases
Manage calendars, arrange meetings and appointments, and provide reminders to ensure smooth operations
Draft legal documents related to estate law, such as wills, trusts, and probate forms
Provide support in probate court proceedings and estate administration tasks
Use your understanding of estate law to provide excellent customer service and handle client inquiries
Maintain confidentiality and professionalism at all times while dealing with sensitive legal information
Stay updated with the latest developments and changes in estate law and probate law to provide the most accurate advice and support

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Trust & Tax Assistant

A well-established and supportive Private Wealth team in Manchester is looking t...

Location

United Kingdom , Manchester

Salary:

27000.00 - 42000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Strong administrative skills and a genuine interest in private wealth, trusts, or estate work
Prior experience in a private client setting or exposure to trust/estate administration is desirable
Excellent attention to detail and ability to manage multiple tasks effectively
Strong communication, time management, and organisational skills
Proactive, self-motivated individual with the ability to take ownership of tasks
Familiarity with CCH or similar tax software is an advantage, though training will be provided

Job Responsibility

Liaising with clients, accountants, and investment managers to support trust and estate matters
Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax
Handling payments and capital/income distributions
Preparing documentation for trustee meetings, including drafting meeting minutes
Supporting the management of case deadlines, billing, and client updates
Assisting in the drafting and review of investment policy statements
Maintaining professional standards in all client communications

What we offer

Clear progression pathways and ongoing training in trust and tax administration
Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week)
Supportive environment with long-term career potential in private wealth

Fulltime

Estate Planning Paralegal

We are seeking an experienced Estate Planning Paralegal to assist in the prepara...

Location

United States , Chesterfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least two years of paralegal experience in Estate Planning
Proven experience drafting estate planning documents including wills, trust documents, living wills, and more
Expert knowledge of legal research and ability to provide comprehensive legal administrative support
Exceptional written and verbal communication skills and attention to detail
Paralegal certificate or degree preferred
Excellent organizational skills for managing multiple tasks and deadlines
Must have a minimum of 7 years of experience in a Paralegal role, specifically within the Professional Services industry
Proficiency in probate, probate & estate administration, and probate law is required
Comprehensive knowledge of estate law, estate planning, estate tax, and estate tax return is essential
Demonstrated skills in proofreading legal documents

Job Responsibility

Draft and review estate planning documents: trust documents, wills, living wills, etc.
Case management and client interaction
Coordinate and assist in the execution of various legal papers related to estates and trusts
Collaborate with attorneys and clients to gather information and documentation required for the preparation of estate planning documents
Maintain record management, documentation, and filing systems

What we offer

Very competitive salary
100% health insurance coverage
Ample vacation and PTO
Retirement savings plan
Professional development opportunities

Fulltime

New

Legal Assistant/Paralegal

We are looking for a skilled Legal Assistant/Paralegal to join a dynamic law fir...

Location

United States , Niagara Falls

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in a legal assistant or paralegal role
Familiarity with Trust & Estate law and estate planning processes
Proficiency in managing client intake and maintaining detailed records
Skilled in using multi-line phone systems and handling high-volume calls
Strong organizational skills with the ability to manage multiple tasks efficiently
Excellent communication abilities, both written and verbal
Attention to detail and commitment to accuracy in all work
Ability to work collaboratively in a fast-paced legal environment

Job Responsibility

Assist attorneys in Trust & Estate matters, including drafting and managing legal documents
Handle client intake processes, ensuring all information is accurately recorded and organized
Manage and respond to phone calls using a multi-line phone system
Support estate planning procedures, including document preparation and coordination
Organize and maintain client files and case records to ensure easy access and proper documentation
Schedule meetings and appointments for attorneys, ensuring efficient calendar management
Communicate with clients in a detail-oriented manner, providing updates and answering inquiries as needed
Perform general administrative duties to support the daily operations of the office
Ensure compliance with legal regulations and firm policies in all tasks performed

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Trust & Estates Legal Assistant

Beacon Hill

Location:
United States , Boston

Category:
Legal

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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Job Description:

Job Responsibility:

Requirements:

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