Legal Assistant - Estate Administration

Boston, MA 02110

Job Type: Legal Assistant Job Number: 7316 Salary Range: $70,000 - $100,000

Job Description


Our client is looking to add on a Legal Assistant with experience in supporting trusts and estates to their team!

Job Functions:
  • Prepares legal documents, correspondence, memos, letters, and reports. Assists with drafting and preparing documents such as probate forms, declinations for fiduciary appointments and trustee resignations and acceptances. Assists in preparing written and oral presentations. Organizes, summarizes, and indexes documents. Sends and retrieves documents from Record Center as needed and follows workflow procedures as it relates to opening/closing matters and generating engagement/disengagement letters.
  • Establishes and maintains electronic filing system to department standards, including filing all client communications and documents on a regular basis.
  • Responds to various internal and external client requests and inquiries. Process incoming and outgoing mail throughout the day and respond immediately to time-sensitive mail.
  • Assists with the preparation of all routine probate court filings.
  • Assists with the maintenance of the probate court docket for each estate and testamentary trust administered by the firm, together with an effective tickler system for insuring that accounts are allowed by the court on a regular basis.
  • Supports the preparation and filing of all probate forms and accountings for the state with the applicable Registry of Probate.
  • Assists with collection of estate assets, scheduling of appraiser and assembling of estate tax binders and filing of tax returns.
  • Coordinates and schedules internal and external client meetings, including but not limited to reserving conference rooms, registering visitors to the building, etc.
  • Maintains familiarity with legal terminology, state and federal court filing rules, basic legal procedure, and law firm document protocol. Has knowledge of legal document formats such as contracts, agreements, briefs, summonses, complaints, and motions.
  • Establishes and maintains an effective working relationship with the clients and related advisors and other professionals to obtain and provide information and respond to any concerns or questions.
  • Maintains complete file for each assigned estate.
  • May perform additional duties as requested.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Meet Your Recruiter

Amanda Goulart
Senior Principal Recruiter

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