Trust & Estates Paralegal

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