Trusts and Estates Legal Assistant/Paralegal

Company Description

We are a Boston-based law firm providing legal counsel to individuals, families, and organizations, ranging from Fortune 100 companies to family businesses. Established in 1988, the firm is known for offering practical and innovative legal solutions tailored to meet clients' unique needs. Our firm serves clients in diverse settings, including courtrooms, boardrooms, and homes, addressing challenges both in Boston and beyond.

Role Description

• This is a full-time, on-site Legal Assistant Paralegal position located in Boston, MA Monday-Thursday and Hingham, MA on Friday.
  
  

The selected candidate will provide comprehensive paralegal and administrative support to our Trusts & Estates practice, serving as the primary client contact, responsible for developing comprehensive full-service experiences by managing communication, scheduling, document requests, case updates, administrative tasks and time tracking, to ensure seamless client service and efficient case progression.

Key Responsibilities

• Client Communication: Serve as the primary client contact, managing communication, scheduling appointments, fielding questions, and coordinating document requests.
• Case Management: Organize and maintain case files, track case updates, and coordinate the delivery, filing, and recording of legal documents with various courts and agencies.
• Document Preparation: Draft, review, and revise legal and administrative documents, including wills, trusts, deeds, probate pleadings, and correspondence.
• Administrative Support: Perform administrative tasks such as document preparation, scanning, filing, and time tracking to ensure efficient office operations.
• Collaboration: Work closely with attorneys, clients, and third parties (e.g., financial institutions, government agencies) to gather information and ensure smooth project progression.
  
  

Qualifications

• Proven work experience as a Legal Assistant or Paralegal in Trusts & Estates, probate, or trust administration.
• Proficient in Microsoft Office Suite and experience with legal practice management software.
• Meticulous Attention to Detail
• Strong Analytical and Organizational Skills
• Excellent Oral and Written Communication Skills
• Proficient in Research and Document Review
• Ability to Follow Complex Instructions and Meet Deadlines
  
  

Personality Traits

• Calm, reliable, dependable team player who values cooperation and consistency.
• Excellent listener, patient and supportive, concerned with the feelings of others, empathetic and caring.
• Dedicated to maintaining harmony, building trust, resolving conflicts through consensus-building and providing team stability.
• Methodical, systematic and independently motivated to complete tasks thoroughly.
• Consistently navigate challenges with patience and resilience.
• Conscientious, careful, systematic, procedure-driven, risk-averse
• Quality-focused, dedicated to accuracy, established procedures, project planning to ensure standards are followed and risks are mitigated.