Estate & Trusts Legal Admin — Wealth Planning Support

Leoforce; Boston (MA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

401K match

Health and dental coverage

Yearly bonus

Profit sharing

Job summary

Leoforce in Boston seeks a Legal Administrative Assistant for Private Wealth, Trusts & Estates. The role supports attorneys with estate planning, probate, and trust administration, coordinating schedules and maintaining files with high precision.

The candidate should have 3+ years as a legal assistant, strong communication, and proficiency in Microsoft Office and document management tools. A competitive compensation package accompanies a flexible, confidential, client-focused practice.

Qualifications

• Minimum of 3 years' experience as a legal assistant with estate planning, probate, or trust administration.
• Strong written and verbal communication with keen attention to detail.
• Proficiency in Microsoft Office, NetDocs, and PDF tools.
• Highly organized with ability to manage multiple deadlines.

Responsibilities

• Coordinate attorneys' schedules for estate signings, client consultations, and deadlines.
• Maintain electronic and physical files for easy retrieval.
• Draft and proofread correspondence and legal documents with accuracy.
• Prepare estate planning documents and act as signing witness when needed.
• Handle mail, expense reports, and billing inquiries; support team as needed.
• Occasional front-desk coverage as required.

Skills

Attention to detail

Communication skills

Organizational skills

Discretion / confidentiality

Willingness to learn

Tools

Microsoft Office

NetDocs

PDF software

Job description

Leoforce in Boston seeks a Legal Administrative Assistant for Private Wealth, Trusts & Estates. The role supports attorneys with estate planning, probate, and trust administration, coordinating schedules and maintaining files with high precision.

The candidate should have 3+ years as a legal assistant, strong communication, and proficiency in Microsoft Office and document management tools. A competitive compensation package accompanies a flexible, confidential, client-focused practice.