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

Trusts & Estates Legal Secretary

Our client, a national law firm located in downtown Denver is seeking a Trusts &...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of legal assistant experience
Trusts and estates experience, including estate planning, private client, or high-net-worth legal practice areas, preferred
Ability to work efficiently in a fast-paced, high-volume environment
Excellent written and verbal communication skills
Comfortable receiving constructive feedback
maintains composure and professionalism
Strong organizational skills with an effective system for managing multiple competing deadlines
Proficiency in Microsoft Office and legal practice management systems
Bachelor’s degree, preferred

Job Responsibility

Provide full-service legal assistant support to attorneys with a sophisticated private client financial practice
Manage calendaring, meeting scheduling, reminders, and deadline tracking
Maintain electronic and physical file systems, ensuring accuracy, organization, and compliance
Prepare, revise, and proofread correspondence, engagement letters, and client-facing materials
Assist with estate plan execution processes, including witnessing, notarizing when applicable, and scheduling signing appointments
Handle attorney time entry, billing assistance, and expense reporting
Serve as a primary point of contact for clients with professionalism and discretion

What we offer

excellent pay & benefits
hybrid work environment
paid overtime
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Legal Assistant – Trust & Estates

Location

United States , Boston

Salary:

40.00 - 43.00 USD / Hour

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor's degree preferred
3-5+ years of legal assistant or legal secretary experience, preferably supporting Trusts & Estates, Private Client, Family Office, or related practice areas
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
Experience with legal document management and billing systems
familiarity with 3E and NetDocuments (NetDocs) preferred
Notary Public certification preferred
Strong organizational, communication, and multitasking skills with exceptional attention to detail
Ability to manage confidential information with discretion and professionalism
Proven ability to support multiple attorneys, prioritize competing deadlines, and work effectively in a team-oriented environment

Job Responsibility

Provide administrative and legal support to 2–3 attorneys within the Estates & Trusts practice
Manage complex calendars, schedule meetings, coordinate travel arrangements, and handle attorney correspondence
Prepare, edit, proofread, and finalize legal documents, estate planning materials, trusts, probate filings, and client communications
Coordinate document execution, notarization, filing, and distribution
Maintain and organize electronic and physical client files, ensuring accuracy and compliance with firm procedures
Serve as a primary point of contact for clients, beneficiaries, financial advisors, and other external parties
Assist with matter opening, conflict checks, document management, and ongoing file maintenance
Support billing processes, including time entry, invoice preparation, and expense reporting
Manage multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail
Provide backup support to attorneys and legal staff as needed

Fulltime

New

Legal Secretary

We are looking for a detail-oriented Legal Secretary to support attorneys servin...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a legal secretary, legal administrative, or comparable law firm support role
Background supporting trust, estate, tax, or private client legal practices is strongly preferred
Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint
Experience working with document management platforms and electronic filing processes
Strong writing, proofreading, and verbal communication skills with careful attention to detail
Ability to manage competing deadlines, stay organized, and work effectively in a fast-paced setting
Sound judgment, discretion, and the ability to collaborate well with attorneys, staff, and clients
California Notary Public commission and a bachelor's degree are valued but not required

Job Responsibility

Prepare, revise, and format legal correspondence, reports, and client-facing documents with a high degree of accuracy and professionalism
Review materials for grammar, consistency, and completeness, and route finalized documents to the appropriate attorneys, clients, or internal teams
Oversee attorney schedules by arranging meetings, calls, travel, and other time-sensitive commitments
Maintain orderly electronic and physical files, ensuring records are easy to retrieve and updated in document management systems
Coordinate meeting logistics, including reserving conference space, organizing materials, and supporting internal and external attendees
Serve as a point of contact for clients and colleagues by gathering information, relaying updates, and responding to routine requests promptly
Enter attorney time records, assist with expense submissions, and help keep administrative documentation current
Support the billing cycle by preparing invoice drafts, making revisions, and collaborating with attorneys and accounting staff to finalize client bills
Assist with opening new matters by helping with conflict checks, engagement paperwork, and related intake documentation
Handle general administrative tasks such as scanning, copying, and other office support duties while protecting confidential client and firm information

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Legal Secretary

We are seeking a part-time Legal Secretary to support a retiring attorney with a...

Location

United States , Lafayette

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience as a Legal Secretary or in legal administrative support
Experience working with trusts, estate planning, or related legal documents preferred
Strong ability to pull, organize, and consolidate language from multiple legal documents
Proficiency in document formatting, proofreading, and preparing professional legal drafts
Strong attention to detail and organizational skills
Ability to handle confidential and sensitive information with discretion
Able to work independently and manage a flexible, part-time schedule
Availability for approximately 4–5 hours per week, 2 days per week, through at least September
Open to candidates located in Delaware
ties to New Orleans or Chicago also acceptable

Job Responsibility

Assist with organizing and preparing trust-related legal documents
help place remaining assets into a consolidated trust structure
pull relevant paragraphs from each trust and format the final document in a professional and organized manner

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Parttime

Legal Secretary

Job Opportunity: Legal Secretary – Private Client Location: Leigh (Greater Manc...

Location

United Kingdom , Leigh

Salary:

25000.00 - 30000.00 GBP / Year

Aspion Search

Expiration Date

Until further notice

Requirements

Organised
proactive
personable
strong administrative skills
genuine interest in supporting work involving Wills, Probate, LPAs, Trusts, and Estate Administration

Job Responsibility

Providing high-quality secretarial and administrative support to Private Client fee-earners
Preparing, formatting, and amending legal documents and correspondence
Managing diaries, scheduling appointments, and arranging meetings
Handling telephone enquiries and communicating with clients in a professional and compassionate manner
Opening, closing, and maintaining client files in accordance with internal procedures and compliance requirements
Audio and copy typing, including preparation of letters, forms, and legal documents
Liaising with external agencies, courts, and third parties where required
General administrative duties such as filing, scanning, post management, and document organisation

Fulltime

Legal Secretary

Aspion are seeking an organised, proactive, and personable Legal Secretary to jo...

Location

United Kingdom , Leigh

Salary:

25000.00 - 30000.00 GBP / Year

Aspion Search

Expiration Date

Until further notice

Requirements

Strong administrative skills
Genuine interest in supporting work involving Wills, Probate, LPAs, Trusts, and Estate Administration

Job Responsibility

Providing high-quality secretarial and administrative support to Private Client fee-earners
Preparing, formatting, and amending legal documents and correspondence
Managing diaries, scheduling appointments, and arranging meetings
Handling telephone enquiries and communicating with clients in a professional and compassionate manner
Opening, closing, and maintaining client files in accordance with internal procedures and compliance requirements
Audio and copy typing, including preparation of letters, forms, and legal documents
Liaising with external agencies, courts, and third parties where required
General administrative duties such as filing, scanning, post management, and document organisation

Fulltime

Legal Secretary

This Contract to permanent position offers an opportunity to contribute to a dyn...

Location

United States , San Diego

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of experience supporting attorneys in estate planning, trust administration, and probate
Proficiency in managing deadlines, calendar schedules, and legal filings
Familiarity with document management systems, including iManage, Essential Forms, and Microsoft Office Suite
Expertise in estate planning procedures and probate processes
Strong organizational skills to handle complex legal documentation
Experience with e-filing and court filing systems
Knowledge of Essential Forms and corporate transaction fundamentals

Job Responsibility

Prepare and manage legal documents related to estate planning, trust administration, and probate cases
Maintain and organize case files, ensuring all documents are properly filed and accessible
Monitor and track court deadlines and appointments, updating calendars accordingly
Coordinate e-filing and court filings, ensuring accurate and timely submission
Support attorneys by preparing correspondence and other legal documentation
Assist with client communication and scheduling meetings
Utilize document management systems like iManage and Microsoft Office Suite to streamline workflows
Ensure compliance with legal procedures and standards, including estate planning and probate requirements
Notarize documents when applicable, if you hold a California Notary certification
Provide administrative support to attorneys handling corporate transactions

What we offer

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

Estate Planning Legal Secretary

We are looking for an experienced Estate Planning Legal Secretary to join our te...

Location

United States , Merced

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience as a legal secretary, preferably in estate planning or litigation
Advanced proficiency in Microsoft Word for creating and editing legal documents
Strong knowledge of federal and state court rules and e-filing procedures
Experience with document management systems such as NetDocs is highly desirable
Excellent organizational skills and the ability to manage multiple priorities simultaneously
Strong attention to detail and accuracy in preparing legal documents
Effective communication skills for interacting with attorneys, clients, and team members
Ability to work collaboratively in a team-oriented, fast-paced environment

Job Responsibility

Prepare and edit legal documents, including estate planning briefs, correspondence, and fiduciary-related materials
Manage e-filing processes for both federal and state courts, ensuring compliance with applicable court rules
Maintain and update attorney calendars, schedule meetings, and coordinate depositions
Handle expense reports, check requests, and other administrative tasks to support attorneys
Organize and maintain client files using document management systems such as NetDocs
Collaborate with attorneys to ensure timely submission of court filings and related paperwork
Assist in preparing trust and estate-related documentation with high accuracy
Coordinate with clients and team members to facilitate smooth communication and document exchange
Prioritize tasks effectively to ensure deadlines are consistently met in a fast-paced environment
Support attorneys with dictation and transcription tasks as needed

What we offer

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

Select Country

Trust & Estates Legal Secretary

Job Description

Job Responsibility

Requirements

Looking for more opportunities?