About the Trusts & Estates Legal Assistant Role

Robert Half Legal Permanent Placement is excited to partner with a prestigious Boston law firm to find a dedicated Trusts & Estates Legal Assistant. This high-visibility position supports a senior partner in a dynamic trusts and estates practice, offering the chance to immerse yourself in complex estate planning matters, probate administration, and wealth transfer strategies. Located in the heart of Boston, Massachusetts, this full-time, in-office role is perfect for a highly organized professional with a passion for estate planning law and trusts & estates. If you thrive in a congenial environment where precision meets client service, this opportunity at Robert Half Careers could be your next career milestone.

In this role, you'll be the backbone of the senior partner's operations, handling everything from drafting sophisticated legal documents to managing intricate case files. Boston's legal market is booming for trusts & estates experts, with high demand for skilled legal assistants who can navigate fiduciary responsibilities, wills, revocable trusts, irrevocable trusts, and charitable planning. Robert Half's expertise in legal staffing ensures this placement offers stability, growth, and competitive compensation around $80,000 per year.

Key Responsibilities

Direct Support and Administrative Excellence

• Provide unwavering direct support to a senior partner, ensuring seamless daily operations in a fast-paced trusts & estates practice.
• Schedule appointments, manage complex calendars, and coordinate meetings with clients, attorneys, and financial advisors.
• Handle administrative tasks with efficiency, from travel arrangements to expense reporting.

Document Management and Drafting

• Draft, proofread, and finalize legal documents such as motions, letters of intent, wills, codicils, trust agreements, and powers of attorney.
• Maintain and organize case files, including electronic and physical records of estates, trusts, and probate matters.
• Ensure compliance with Massachusetts probate codes and federal tax regulations for estates.

Client Communication and Research

• Communicate professionally with high-net-worth clients via phone, email, and in-person meetings, delivering clear updates on estate planning progress.
• Conduct thorough legal and background research using tools like Westlaw or LexisNexis to support trust administration and litigation preparation.
• Screen and prioritize incoming communications, including urgent client inquiries and court filings.

Required Qualifications

To excel as a Trusts & Estates Legal Assistant with Robert Half in Boston, MA, you need a proven track record in legal support. Ideal candidates possess:

• A strong background in estate planning and trusts & estates law, with 3+ years as a Legal Assistant or Paralegal.
• Exceptional organizational skills to manage complex documentation and multi-faceted case files.
• Superior communication abilities for interacting with discerning clients and legal teams.
• Proficiency in Microsoft Office Suite, document management software, and legal research platforms.
• Bachelor's degree preferred; paralegal certificate a plus.
• Availability for full-time, in-office work in Boston, demonstrating reliability and attention to detail.
• Familiarity with Massachusetts-specific laws on estates, trusts, and probate procedures.

SEO keywords like 'Boston trusts & estates jobs,' 'estate planning legal assistant,' and 'Robert Half legal careers' highlight the targeted nature of this role in a competitive market.

Why Join Us?

Joining this Robert Half placement means stepping into a congenial environment at a top-tier Boston firm, where you'll gain exposure to high-profile cases involving multimillion-dollar estates and sophisticated trust structures. Enjoy a competitive salary of approximately $80,000, full benefits, and the prestige of supporting a senior partner. Boston's rich legal community offers networking opportunities, professional development, and work-life balance in a city known for its history and innovation. Robert Half provides unmatched support, from interview prep to ongoing career guidance. Apply now for this full-time Trusts & Estates Legal Assistant role and elevate your career in Boston's thriving legal sector!

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