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Robert Half Logo Robert Half · Legal

Trusts & Estates Legal Assistant

United States, Boston Employment contract 86000.00 - 91000.00 USD / Year · Job Posted June 28, 2026
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Job Responsibility

  • Managing attorney's calendars, including client consultations, estate plan signings and probate deadlines
  • Coordinate meetings and maintain scheduling priorities
  • Opening and maintaining electronic and physical files, ensuring documents are organized and readily accessible
  • Preparing, formatting and proofreading correspondence, legal documents and forms with accuracy and attention to detail
  • Support estate plan execution, including document preparation and witnessing, as needed
  • Scanning and binding executed plan documents and transmitting the same to clients
  • Serve as professional point of contact for clients, advisors and families
  • Preparing and submitting expense reports
  • Assisting with billing and invoicing process, including client billing inquiries
  • Coordinate mail/courier and document distribution as needed
  • Provide cross-coverage for administrative team members, as needed
  • Provide occasional front office coverage, as needed

Requirements

  • 4+ years preferred legal assistant experience in a law firm, in estate planning and/or probate/trust administration
  • Excellent written and verbal communication skills and attention to detail
  • Excellent proficiency with MS Office (Word, Outlook, Excel)
  • Experience with Document Management Systems such as NetDocs and working with PDFs
  • Excellent organizational skills, with ability to prioritize tasks and manage deadlines
  • Ability to interact with clients, families and advisors in friendly and professional manner
  • Ability to maintain confidentiality and handle sensitive information
  • Ability and willingness to embrace evolving workflows and technology

What we offer

  • bonuses
  • amazing benefits
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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