Estate Plan Legal Assistant

Berluti Mclaughlin & Kutchin Llp • Boston, MA

404d • $60,000 - $90,000

About The Position

Berluti McLaughlin & Kutchin LLP is seeking a full-time Estate Plan Legal Assistant to support their business and estate planning team in downtown Boston. The ideal candidate will have mid-level legal administrative experience, strong organizational skills, and the ability to manage multiple tasks in a fast-paced environment. This role involves drafting and finalizing legal documents, managing client communications, and assisting with probate administration.

Requirements

• Minimum of two years' experience in the estate planning/probate field.
• Strong organizational skills with the ability to prioritize tasks effectively.
• Proficient in Microsoft Word, Outlook and Excel.
• Excellent written and verbal communication skills, demonstrating professionalism in all interactions.
• Proactive, detail-oriented, highly organized, and dependable.

Responsibilities

• Drafting and finalizing correspondence to clients and courts.
• Drafting, editing, and proofreading a variety of moderate to complex documents.
• File management and organization (both electronic and paper).
• Manage administrative aspects of client/matter intake and management of the matter once opened.
• Contact clients, courts, Secretary of State's office, and Registries of Deeds to obtain information.
• Preparation of deeds, trustee certificates, trustee appointments, and assignments.
• Assemble executed estate planning documents for presentation to clients.
• Assist in probate administration.
• Manage schedules for office conferences, court appointments, and telephone conferences.
• Working cooperatively with other departments and individuals in the firm.
• Performing other duties as assigned.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: No Education Listed