Russell Tobin · 3 days ago
Trust and Estates Legal Assistant
Boston, MA
Full-time
Onsite
Senior Level
$89K/yr - $91K/yr
5+ years expRussell Tobin is seeking a Trust and Estates Legal Assistant to provide administrative and legal support to attorneys within their trusts and estates practice. The role involves managing trust and estate administration matters, communicating with clients and third parties, and supporting attorneys with estate planning tasks.
ConsultingHuman ResourcesLegalStaffing Agency
Responsibilities
Managing trust and estate administration matters, including preparation and filing of Massachusetts probate court forms
Communicating directly with clients, fiduciaries, financial advisors, and other third parties, including requests for date-of-death valuations, appraisals, and correspondence with probate courts
Supporting attorneys with estate planning matters, including client intake, preparation of engagement letters, explanatory correspondence, and estate planning funding instructions
Drafting, revising, and proofreading estate planning documents such as durable powers of attorney, health care proxies, living wills, HIPAA authorizations, and basic funding documents
Retrieving deeds from online registries and preparing deeds, trustee certificates, and homestead declarations in connection with estate planning
Maintaining calendars and tracking key deadlines, including probate filings, court deadlines, and estate plan execution dates
Organizing and maintaining client files and records in document management systems
Assisting with general administrative tasks related to the trusts and estates practice, including scheduling, correspondence, and document preparation
Qualification
Required
At least five (5) years of experience as a legal assistant or similar role in a law firm, with a focus on estate planning and/or probate and trust administration
Strong written and verbal communication skills, excellent proofreading abilities, and close attention to detail
Proficiency with Microsoft Office applications (Word, Outlook, Excel), document management systems such as NetDocuments, and working with PDF documents
Outstanding organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced and evolving environment
Professional and courteous demeanor when interacting with clients, families, and professional advisors
Ability to maintain confidentiality and appropriately handle sensitive and personal information
Willingness to learn new skills and adapt to changing processes and workflows
Benefits
Comprehensive health insurance coverage
401(k) retirement plan
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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