Trust & Estates Legal Assistant

Job description:

We are looking for a detail-oriented Legal Assistant to join a boutique firm specializing in Wills, Trusts, Estates, and Probate for approximately 30 hours a week.

This position requires on-site work in WALPOLE, Massachusetts, due to the hands-on nature of the practice, including document management and client interactions.

Job Responsibilities:

• Prepare and assemble estate planning documents with precision and attention to detail.
• Facilitate Will signings, ensuring all legal requirements are met, including the presence of witnesses and a Notary.
• Scan, organize, and securely store executed documents immediately after signing.
• Handle physical mail distribution, including post office errands and coordinating client document drop-offs and pickups.
• Provide administrative support for estate planning and probate matters.
• Communicate effectively with clients to address inquiries and coordinate necessary documentation.
• Maintain a high level of confidentiality and professionalism in handling sensitive legal materials.
• Ability to work on-site and handle physical document management tasks.
• Exceptional organizational skills and attention to detail.
• Proficiency in handling secure storage systems for legal materials.
• Excellent verbal and written communication skills.
• Familiarity with legal signing requirements, including Notary and witness protocols.
• Demonstrated ability to maintain confidentiality and professionalism in a legal setting.
• Answer telephone calls, transfer calls to the appropriate staff and take messages when necessary
• Prepare, maintain and confirm daily work calendars, and schedule meetings
• Assist with travel arrangements, internal correspondence, reimbursements for attorneys and paralegals
• Read, sort and ensure incoming mail is timely delivered; ensure outgoing mail is processed
• Process bills; proofs billing sheets.