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Preti Flaherty

Trust and Estates Legal Assistant

Preti Flaherty

Legal Assistant providing high-level administrative and legal support to Trust and Estates attorneys at Preti Flaherty. Ensuring effective client service and transactional outcomes in estate planning and probate matters.

Posted 4/17/2026full-timeConcord • New Hampshire • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact
  • Provide day-to-day administrative support to Trust and Estates attorneys
  • Prepare, proofread, and format routine legal documents and correspondence related to estate planning and probate matters
  • Assist with 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 and maintain client files, both electronic and physical, in accordance with firm procedures
  • Coordinate document execution, notarizations, and client signatures
  • Assist with billing, time entry, and expense processing as needed
  • Perform general administrative tasks such as scanning, filing, and data entry

Requirements

What you’ll need
  • High school diploma required; associate or bachelor's degree preferred
  • 1–3 years of legal administrative experience, preferably in Trust & Estates, probate, or a related practice area
  • Proficiency in 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
  • Familiarity with probate procedures and legal terminology
  • Experience with document management systems is a plus

Benefits

Comp & perks
  • A collegial 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
legal document preparationproofreadingdata entrybillingtime entryexpense processingdocument management systemsprobate procedureslegal terminology
Soft Skills
organizational skillsattention to detailtime managementteamworkprofessional demeanordiscretionclient communication
Certifications
high school diplomaassociate degreebachelor's degree