Legal Assistant - Trust & Estates

Legal Assistant - Trust & Estates

We are currently seeking candidates for a Legal Assistant - Trust & Estates position with a prestigious law firm located in Boston, MA. This position will support the Trust & Estates practice, providing administrative functions to attorneys, clients, and internal stakeholders. The ideal candidate will have 3-5+ years of legal administrative experience within a fast-paced professional environment and demonstrate a high level of discretion when handling confidential client information. 

This is a 3-6 month contract-to-hire position that will pay $40-43/hr (depending on experience) within a 40-hour workweek. This position offers a hybrid work model, onsite 4 days per week, remote 1 day per week in their Boston office. 

Responsibilities:

• 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.

• Maintain strict confidentiality and demonstrate professionalism in all client and firm interactions.

Qualifications:

• 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.

If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com. 

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