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Trust and Estates Legal Assistant
Preti FlahertyLegal 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.
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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