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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Legal Assistant - Paralegal The candidate will be responsible in conducting estate administrations, including probates and trust settlements (and preparation of requisite inventories and accountings), under the supervision of attorneys; Communicating with clients, courts, personal representatives and trustees, and other parties to provide and obtain information and documentation on matters; assisting with the preparation of Massachusetts and Federal estate and gift tax returns (Form 706 and Form 709); preparing and reviewing of certain trust funding documents including deeds, beneficiary designation forms, change of ownership forms, company-specific account forms, etc. Assisting with the preparation of highly customized foundational estate planning documents (i.e. revocable trusts, wills, powers of attorney, health care proxies, etc.); Performing traditional paralegal duties including producing various documents, correspondence, and memos as necessary; Performing certain traditional administrative duties including assembling estate planning documents for presentation to the client, managing schedules, coordinating meetings, providing phone support, and file maintenance (scanning and shredding of documents; assisting with Firm marketing endeavors by creating/editing presentations for professional groups, crafting certain marketing materials, monitoring certain social media presence, and tracking outcomes of marketing initiatives.
Qualification and Experience
The candidate must have 1-3 years of experience as either an estate administration or estate planning paralegal, including a basic knowledge of probating estates and settling trusts. A strong interest in the subject matter and the desire to learn is necessary. Will have to maintain confidentiality, be discrete about sensitive client information, and possess the highest integrity is fundamental to this position. Should be self-starter as well as general computer and technological literacy, with fluency in Microsoft Office products (Word, Excel, PowerPoint, and Outlook), Adobe Acrobat, and the Windows platform.
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Company infoHiring Coordinator