What are the responsibilities and job description for the Trust & Estates Paralegal position at Plona Partners?
Position: Trust & Estates Paralegal
Ranking: AmLaw100
Location: Boston, MA
Compensation: $100,000 - $125,000
Onsite Logistics: Hybrid 3 Days a week
As a Paralegal, your duties and responsibilities may include the following:
- Preparation of gift and estate tax returns
- Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
- Calendaring cases and advise attorneys of upcoming deadlines, etc.
- Handling post-mortem administration issues, including required notices, real estate filings, etc.
- Handling occasional trust & will drafting as needed
Qualifications
- Bachelor’s degree
- California notary license, preferred
- Thorough knowledge of the following: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings
- Experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management, is preferred
- Proficiency in Microsoft Office suite, especially Word and Excel
- Outstanding organizational, administrative, and communication (oral and written) skills
- Possess high attention to detail, a strong work ethic and is self-motivated
- Demonstrate ability to prioritize, meet deadlines, efficiently multi-task and produce a high-end work product in a fast-paced environment;
- Team-oriented mindset
- Handle confidential and sensitive information with the appropriate discretion, and,
- Ability and willingness to work overtime and travel
Salary : $100,000 - $125,000