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Trusts & Estates Legal Administrative Assistant

Boston, MA
SourcePro Search is conducting a search for a Trusts & Estates Legal Administrative Assistant to support our law firm client's fast-paced Trusts & Estates Department.
This position is hybrid and based in the Boston office.
What You'll Do:
  • Preparing draft estate plan documents and final documents for execution.
  • Preparing probate documents and filing packages for probate court.
  • Preparing and processing client bills using firm’s billing software. 
  • Review, edit, prepare and proofread pre-bills and invoices.
  • Ensure client bills are sent out accurately and on time.
  • Maintaining  client files with current estate plans.
  • Maintaining pleadings binders of estate administration cases.
  • Handling the post-execution processes to include drafting of letters to clients and creation of estate planning binders.
  • Handling the transmission of original estate plan documents to firm vault.
  • Calendar maintenance and appointment setting for attorneys.
  • Opening new matters, including conflict check, new matter forms, and engagement letters.
What You'll Bring:
  • Candidates must have a minimum of 3 years of Legal Administrative Assistant experience, excellent organizational, communication, prioritization and deadline management skills.
  • Candidate must exhibit flexibility, attention to detail and maintain strict confidentiality in all client and Firm matters.


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