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Mid-sized Boston provtae lcient law firm ins looking to add a Trusts & Estates Legal Assistant to their team. This firm has a phenomenal culture with little to no turnover. This position is in-office and very generous compensation plus bonus and full benefits. This is a lifestyle firm. No long hours; amazing people, and a family-friendly working environment:
Legal Assistant Responsibilities Include:
Prepare and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and Property), Living Will, Insurance Trusts, Grantor Retained Annuity Trusts, etc.
Obtain and maintain tax identification numbers
Maintain trust/estate financial records
Organize and maintain client files. Ensure client files are up to date and ready for quick access and reference
Type and enter attorney time entries into billing system
Maintain attorney schedule and calendar
Schedule meetings and conference calls and ensure all details are taken care of, including distributing documents for the meeting in a timely manner
We look forward to hearing from you!
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