Legal Administrative Assistant – Private Wealth, Trusts & Estates

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

Legal Administrative Assistant - Private Wealth, Trusts & Estates

6955663

Date Posted: 10-21-2026

Job Description

Experience: Mid Level

Salary: $85,000 - $95,000 per year

Job Details

• Coordinate and manage attorneys' schedules, including estate plan signings, client consultations, and probate or trust deadlines.
• Establish and maintain both electronic and physical files, ensuring documents are organized and easily retrievable.
• Draft, format, and proofread correspondence, legal forms, and documents with precision and attention to detail.
• Prepare estate planning documents for execution and serve as a signing witness when required.
• Scan, bind, and securely transmit executed estate planning documents to clients.
• Prepare and submit expense reports, and support billing processes, including responding to client billing inquiries.
• Manage incoming and outgoing mail efficiently.
• Provide backup support for other administrative team members as needed.
• Occasionally assist at the reception desk during short-term coverage.

Qualifications

• Minimum of 3 years' experience as a legal assistant with recent experience in estate planning, probate, or trust administration within a law firm setting.
• Exceptional written and verbal communication skills, with strong attention to detail.
• Proficiency in Microsoft Office (Word, Outlook, Excel), document management systems such as NetDocs, and PDF software.
• Highly organized with the ability to prioritize and manage multiple deadlines in a fast-paced environment.
• Professional and courteous in client-facing interactions with families, advisors, and colleagues.
• Discreet, maintaining strict confidentiality when handling sensitive information.
• Eagerness to learn, adapt, and take on new responsibilities as workflows evolve.

A bit about us

Our client is a highly respected Boston-based litigation and business law firm with a long-standing reputation for delivering sophisticated legal counsel to closely held businesses, developers, financial institutions, and high-net-worth individuals. The firm offers attorneys the opportunity to work on complex, high-stakes matters while maintaining a collaborative, entrepreneurial environment that emphasizes direct client interaction and meaningful responsibility.

Unlike larger institutional firms, attorneys are given substantial hands-on experience, close mentorship from experienced partners, and the ability to play a visible role in client strategy and case management. The firm has built a strong presence in the Boston market through its deep client relationships, collegial culture, and commitment to professional growth, making it an attractive platform for attorneys seeking sophisticated work in a more personalized setting.

Why join us

Our Trusts & Estates practice advises high-net-worth individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies. The team combines deep expertise with a collaborative, client-focused approach, delivering tailored solutions that preserve and protect multigenerational wealth.

Join a collaborative, high-net-worth trusts and estates practice at a boutique law firm in downtown where your expertise is valued and your contributions directly support a sophisticated client base. You'll assist multiple attorneys in managing complex estate planning, trust administration, and wealth transfer matters.

We offer a flexible schedule, excellent work-life balance, and a competitive compensation package, including:

• ** 401K employee match 50% **
• ** 100% paid health and dental coverage, and deductible **
• Strong compensation and yearly bonus
• Profit Sharing

If you excel in a detail-oriented, team-focused environment and are eager to advance your career supporting high-net-worth clients, this is the ideal opportunity.

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