Legal Assistant - Probate and Estate Planning
Legal Assistant - Probate and Estate Planning
Posted on :
10-04-2025
Employer Active
1 Vacancy
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Job Description
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Eckel Hoag & OConnor is a reputable law firm specializing in Estate Planning Probate and Elder Law. We are committed to providing exceptional legal services to our clients and are looking for a skilled and dedicated Probate and Estate Planning Legal Assistant to join our team.
Job Summary:
The Probate and Estate Planning Legal Assistant will support attorneys and paralegals in administrating probate cases and preparing estate planning documents. The ideal candidate will have a strong understanding of probate and estate planning processes excellent organizational skills and the ability to manage complex tasks efficiently.
The Probate and Estate Planning Legal Assistant will support attorneys and paralegals in administrating probate cases and preparing estate planning documents. The ideal candidate will have a strong understanding of probate and estate planning processes excellent organizational skills and the ability to manage complex tasks efficiently.
Key Responsibilities:
- Client Communication:
- Serve as a point of contact for clients providing updates and answering inquiries.
- Schedule and coordinate client meetings and appointments.
- Assist in gathering necessary documentation and information from clients.
- Document Preparation and Management:
- Draft proofread and finalize documents related to probate and estate planning including guardianship conservatorship and probate petitions.
- Prepare and file court documents in compliance with legal standards and deadlines; communicate with court and other legal entities.
- Maintain and organize client files both electronic and physical ensuring all documents are up to date and easily accessible.
- Case Management:
- Assist attorneys in managing probate cases including tracking deadlines and ensuring timely filings.
- Monitor and update case status including court dates deadlines and other critical milestones.
- Coordinate with court personnel financial institutions and other parties as necessary.
- Research and Analysis:
- Conduct legal research on probate and estate planning matters as directed by attorneys.
- Summarize findings and assist in preparing reports and legal memoranda.
- Administrative Support:
- Perform general administrative tasks including answering phones managing calendars and processing mail.
- Assist in billing and invoicing clients as well as tracking expenses related to cases.
Qualifications:
Education:
- High school diploma or equivalent; Associates or Bachelors degree preferred.
- Paralegal certification or relevant coursework in probate and estate planning is a plus.
Experience:
- Minimum of 2 years of experience as a legal assistant paralegal or other relevant experience preferably in probate and estate planning.
- Familiarity with local probate court procedures and requirements is preferred.
Skills:
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word Excel Outlook) legal practice management software (Clio MyCase or Rocket Matter) and research tools.
- Excellent organizational and time management skills.
- Ability to work independently and as part of a team.
- Attention to detail and accuracy in all tasks.
- Ability to work on projects independently with minimal oversight.
Benefits:
- Competitive salary based on experience.
- Health dental and vision insurance.
- Retirement plan with employer match.
- Paid time off and holidays.
- Professional development opportunities.
How to Apply:
Interested candidates are invited to submit a resume and cover letter detailing their qualifications and experience to
Interested candidates are invited to submit a resume and cover letter detailing their qualifications and experience to
Equal Opportunity Employer:
Eckel Hoag & OConnor is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Eckel Hoag & OConnor is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Compensation: $20.00 $25.00 per hour
The Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) is a nonprofit voluntary association whose members consist of a dedicated group of elder law and special needs attorneys across the Commonwealth of Massachusetts. MassNAELA was incorporated in 1992 to serve the legal profession and the public with the following mission: Educate inspire serve advocate and provide community to attorneys with practices in elder and special needs law.
Employment Type
Full-Time
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