Estate Planning Legal Assistant for High-Volume Practice

Johnleonard; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

JOHN LEONARD in Boston seeks an experienced Estate Planning Legal Assistant to provide comprehensive legal and administrative support to an attorney with a high-volume estate planning practice. The role requires strong organizational skills and the ability to communicate confidently with clients while managing multiple priorities independently.

You will assist with estate planning document preparation, client file management, billing, scheduling, and use of legal technology to improve workflows.

Qualifications

• 3+ years of experience in a law firm or legal environment.
• Experience with estate planning, trusts and estates, probate, or related matters.
• Experience preparing and editing legal documents and maintaining client files.
• Strong proficiency with Microsoft Office, including Word and Outlook.
• Experience with cloud-based legal software and document management systems.
• Strong written and verbal client communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage a high volume of work and prioritize deadlines.
• Ability to keep attorneys informed on client matters and deadlines.
• Professional, confident, and courteous communication with clients.
• Strong reliability, time management, problem-solving, and follow-through.
• Ability to work independently and in a team.
• Comfortable learning and using new legal technology and digital tools.
• Ability to handle confidential client information discreetly.

Responsibilities

• Provide legal and administrative support to attorneys handling estate planning matters.
• Prepare and edit estate planning documents, correspondence, and materials for client signature.
• Open, organize, and maintain accurate electronic and physical client files.
• Prepare client binders, vaulting documents, and other estate planning materials.
• Coordinate attorney appointments, client meetings, conference calls, and document-signing logistics.
• Communicate professionally with clients by phone, email, and in person.
• Process bills and assist with general administrative and billing tasks.
• Create and maintain templates, flowcharts, checklists, and other resources.
• Keep attorneys informed of client communications, deadlines, appointments, and outstanding matters.
• Utilize legal technology and document management systems while identifying workflow improvements.
• Assist with special projects and other administrative duties as needed.

Skills

Legal experience

Estate planning

Microsoft Office

Client communication

Time management

Attention to detail

Team collaboration

Confidentiality

Technology proficiency

Tools

Microsoft Office

Document management systems

Cloud-based legal software

Legal technology

Job description

JOHN LEONARD in Boston seeks an experienced Estate Planning Legal Assistant to provide comprehensive legal and administrative support to an attorney with a high-volume estate planning practice. The role requires strong organizational skills and the ability to communicate confidently with clients while managing multiple priorities independently.

You will assist with estate planning document preparation, client file management, billing, scheduling, and use of legal technology to improve workflows.