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Trust and Estates Legal Assistant

Preti Flaherty
locationConcord, NH, USA
PublishedPublished: 6/14/2022
Legal
Full Time

Job Description

Job DescriptionSalary:

Trust and Estates Legal Assistant


At Preti Flaherty, we know that exceptional people and efficient processes drive our continued success. Our Legal Assistants are integral members of our team, providing high-level administrative and legal support to attorneys and contributing meaningfully to our client service and transactional outcomes.


We areseekinga reliable and detailorientedTrustandEstates Legal Assistantto support our TrustandEstates attorneys in theConcord, New Hampshire office. Thisfull-timerole is well suited for a candidate with strong administrative skills who enjoys working in a clientfocused practice that involves estate planning, probate, and trust administration matters.

Key Responsibilities:

  • Provide daytoday administrative support to TrustandEstates attorneys
  • Prepare, proofread, and format routine legal documents and correspondence related to estate planning and probate matters
  • Assistwith the preparation and filing of probate documents with New Hampshire courts
  • Manage calendars, schedule client meetings, and coordinate deadlines
  • Handle client communications in a professional, courteous, and confidential manner
  • Open andmaintainclient files, both electronic and physical,in accordance withfirm procedures
  • Coordinate document execution, notarizations, and client signatures
  • Assistwith billing, time entry, and expense processing as needed
  • Perform general administrative tasks such as scanning, filing, and data entry

RequiredQualifications:

  • High school diplomarequired;associate or bachelor'sdegree preferred
  • 13 years of legal administrative experience,preferably in Trust & Estates, probate, or a related practice area
  • Proficiencyin Microsoft Office (Word, Outlook, Excel)
  • Strong organizational skills and attention to detail
  • Ability to manage multiple tasks, meet deadlines, and work effectively in a team environment
  • Professional demeanor and discretion when handling sensitive client information

PreferredQualifications:

  • Familiarity with probate procedures and legal terminology
  • Experience with document management systems is a plus

Why Join Preti Flaherty?

We offerour employees:

  • Acollegial work environment where talent is nurtured, and professional growth is supported
  • Competitive compensation and benefits package
  • Opportunities to learn directly from experienced attorneys and staff
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