Trusts & Estates Legal Assistant Job at Daley and Associates (Boston)

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

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

Legal Assistant

Robert Half looking for a full-time Legal Assistant to support a busy Trusts and...

Location

United States , Park Ridge

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience as a Legal Assistant, with substantial exposure to estate planning and probate matters.
Working knowledge of probate and estate administration processes.
Experience supporting matters involving trusts and estates
familiarity with trust or estate litigation is beneficial.
Strong calendar management skills and the ability to coordinate multiple deadlines and priorities.
Excellent written and verbal communication skills for interacting with attorneys, clients, and external contacts.
High attention to detail and strong organizational abilities in managing a varied workload.
Experience with court filings
exposure to elder law, guardianship matters, or estate tax return preparation is a plus.

Job Responsibility

Support attorneys with day-to-day legal and administrative tasks related to trusts, estates, and probate matters.
Maintain organized paper and digital case records to ensure documents are accurate, accessible, and up to date.
Communicate with clients, courts, and third parties in a clear and effective manner regarding case status, documentation, and scheduling needs.
Oversee attorney calendars by arranging meetings, tracking deadlines, and coordinating appointments and court-related dates.
Perform legal research and gather supporting information to assist with ongoing matters and case preparation.
Process file intake and closure in accordance with firm procedures and recordkeeping standards.
Assist with preparation and handling of court filings and legal documents connected to estate planning and estate administration.

What we offer

health insurance
dental insurance
vision insurance
401(k)
PTO
paid parental leave

Fulltime

Estate Planning Legal Assistant

Robert Half is working with a well-established Chicago law firm to identify a fu...

Location

United States , Chicago

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience as a legal secretary or legal assistant within estate planning or trust & estate law
Advanced proficiency in Microsoft Word, Outlook, and PDF tools
Experience with document management systems
Strong written and verbal communication skills with exceptional attention to detail
Ability to manage multiple priorities and deadlines in a fast-paced environment
Professional, dependable, and client-service oriented
High level of discretion and confidentiality

Job Responsibility

Provide administrative and executive support to estate planning attorneys
Draft, edit, proofread, and format estate planning documents, including wills, trusts, and powers of attorney
Coordinate and attend estate plan signings
Prepare and organize physical and electronic closing binders
Assist with trust administration tasks at the direction of attorneys, including locating and organizing estate and trust assets
Communicate professionally with clients and manage correspondence as directed
Proactively manage calendars, schedule meetings, and coordinate conference/video calls
Open new client matters, including preparing engagement letters, intake forms, and conflict materials
Assist with billing-related tasks, including sending invoices and responding to client inquiries
Maintain electronic and physical files using a document management system

What we offer

BCBS health insurance
paid leave
LTD and STD
Dental
vision
401(k)
pre-tax commuter transit and parking
flexible spending account

Fulltime

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

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

New

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

Select Country

Trusts & Estates Legal Assistant

Job Description

Job Responsibility

Requirements

Looking for more opportunities?