Legal Assistant - Estate Planning

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

Schedule: Full-time | Monday-Friday, 8:30-5:00

Applicants must be authorized to work in the United States without sponsorship. This position is not eligible for employer-sponsored work authorization now or in the future.

About the Opportunity

An established legal services firm is seeking an experienced Estate Planning Legal Assistant to provide comprehensive legal and administrative support to an attorney with a high-volume estate planning and trusts and estates practice. This role is ideal for someone with strong law firm experience, exceptional organizational skills, and the ability to communicate confidently with clients while managing multiple priorities independently.

The successful candidate will support estate planning attorneys with legal document preparation, client file management, billing, correspondence, scheduling, and other administrative responsibilities. This is also an excellent opportunity for someone who enjoys using legal technology and can identify ways to improve established processes and workflows.

Qualifications

• 3+ years of experience in a law firm or legal environment
• Experience with estate planning, trusts and estates, probate, or related legal matters preferred
• 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 exceptional attention to detail
• Ability to manage a high volume of work, prioritize competing deadlines, and work independently
• Ability to keep attorneys informed and up to date on client matters, deadlines, and outstanding tasks
• Professional, confident, and courteous approach to communicating with clients
• Strong reliability, time management, problem-solving, and follow-through
• Ability to work effectively both independently and as part of a collaborative team
• Comfortable learning and utilizing new legal technology and digital tools
• Ability to handle confidential and sensitive client information with discretion and professionalism

Key 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 organizational resources
• Keep attorneys informed of client communications, deadlines, appointments, and outstanding matters
• Utilize legal technology and document management systems while identifying opportunities to improve workflows
• Assist with special projects and other administrative duties as needed

Founded in 1969, JOHN LEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHN LEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.