Trusts & Estates Legal Administrative Assistant

Company: SourcePro Search
Location: Boston
Posted on: April 2, 2026

Job Description:

SourcePro Search is conducting a search for a Trusts & Estates Legal Administrative Assistant to support our law firm client's fast-paced Trusts & Estates Department. This position is hybrid and based in the Boston office. What You'll Do: Preparing draft estate plan documents and final documents for execution. Preparing probate documents and filing packages for probate court. Preparing and processing client bills using firm’s billing software. Review, edit, prepare and proofread pre-bills and invoices. Ensure client bills are sent out accurately and on time. Maintaining client files with current estate plans. Maintaining pleadings binders of estate administration cases. Handling the post-execution processes to include drafting of letters to clients and creation of estate planning binders. Handling the transmission of original estate plan documents to firm vault. Calendar maintenance and appointment setting for attorneys. Opening new matters, including conflict check, new matter forms, and engagement letters. What You'll Bring: Candidates must have a minimum of 3 years of Legal Administrative Assistant experience, excellent organizational, communication, prioritization and deadline management skills. Candidate must exhibit flexibility, attention to detail and maintain strict confidentiality in all client and Firm matters. https://sourceprosearch.com/

Keywords: SourcePro Search, Waltham , Trusts & Estates Legal Administrative Assistant, Legal , Boston, Massachusetts