Trust and Estates Legal Assistant
Preti Flaherty, Concord, NH, United States
At Preti Flaherty, we know that exceptional people and efficient processes drive our continued success. Our Legal Assistants are integral members of our team, providing high-level administrative and legal support to attorneys and contributing meaningfully to our client service and transactional outcomes.
We are seeking a reliable and detail‑oriented Trust and Estates Legal Assistant to support our Trust and Estates attorneys in the Concord, New Hampshire office. This full‑time role is well suited for a candidate with strong administrative skills who enjoys working in a client‑focused practice that involves estate planning, probate, and trust administration matters.
Key Responsibilities
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
Required Qualifications
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
Preferred Qualifications
Familiarity with probate procedures and legal terminology
Experience with document management systems is a plus
Why Join Preti Flaherty?
We Offer Our Employees
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
#J-18808-Ljbffr
We are seeking a reliable and detail‑oriented Trust and Estates Legal Assistant to support our Trust and Estates attorneys in the Concord, New Hampshire office. This full‑time role is well suited for a candidate with strong administrative skills who enjoys working in a client‑focused practice that involves estate planning, probate, and trust administration matters.
Key Responsibilities
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
Required Qualifications
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
Preferred Qualifications
Familiarity with probate procedures and legal terminology
Experience with document management systems is a plus
Why Join Preti Flaherty?
We Offer Our Employees
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
#J-18808-Ljbffr