Trust & Estates Paralegal

Job Description

Position: Trust & Estates Paralegal

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Ranking: AmLaw100

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Location: Boston, MA

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Compensation: $100,000 - $125,000

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Onsite Logistics: Hybrid 3 Days a week

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As a Paralegal, your duties and responsibilities may include the following:

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• Preparation of gift and estate tax returns

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• Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish

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• Calendaring cases and advise attorneys of upcoming deadlines, etc.

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• Handling post-mortem administration issues, including required notices, real estate filings, etc.

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• Handling occasional trust & will drafting as needed

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Qualifications

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• Bachelor’s degree

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• California notary license, preferred

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• Thorough knowledge of the following: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings

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• Experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management, is preferred

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• Proficiency in Microsoft Office suite, especially Word and Excel

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• Outstanding organizational, administrative, and communication (oral and written) skills

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• Possess high attention to detail, a strong work ethic and is self-motivated

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• Demonstrate ability to prioritize, meet deadlines, efficiently multi-task and produce a high-end work product in a fast-paced environment;

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• Team-oriented mindset

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• Handle confidential and sensitive information with the appropriate discretion, and,

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• Ability and willingness to work overtime and travel

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