Paralegal

Devana Group; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Health, dental, and vision insurance

401(k) plan with company match

Paid time off and holidays

Professional development opportunities

Collaborative work environment

Job summary

A leading law firm in Boston is seeking a highly organized Estate and Trust Administrative Paralegal. Responsibilities include assisting attorneys with estate planning documents and client communications, organizing client files, and conducting legal research. Candidates should have a bachelor's degree or paralegal certificate, along with 2+ years of relevant experience. This position offers a competitive salary and comprehensive benefits including health insurance and professional development opportunities.

Qualifications

• Bachelor's degree and/or paralegal certificate from an accredited program.
• 2+ years of experience as an estate and trust paralegal.
• Strong understanding of estate planning and trust administration processes.

Responsibilities

• Assist attorneys in drafting and reviewing estate planning documents.
• Prepare and file probate and trust administration documents.
• Maintain and organize client files, managing deadlines and tracking dates.
• Communicate with clients and financial institutions regarding estate matters.
• Conduct legal research and prepare summaries for attorneys.

Skills

Organizational skills

Communication skills

Attention to detail

Time management

Legal research

Education

Bachelor's degree or paralegal certificate

Tools

Microsoft Office

Legal research databases

Job description

Estate and Trust Administrative Paralegal

A leading law firm based in Boston, MA specializing in estate planning, trust administration, and probate law. Our team of experienced attorneys and paralegals is dedicated to providing high-quality legal services to our clients, helping them navigate the complexities of estate and trust matters.

Job Summary

We are seeking a highly organized and detail-oriented Estate and Trust Administrative Paralegal to join our team. The successful candidate will be responsible for providing administrative support to our estate planning and trust administration attorneys, as well as assisting with client communications and document preparation.

Key Responsibilities

• Assist attorneys with drafting and reviewing estate planning documents, including wills, trusts, and powers of attorney
• Prepare and file probate and trust administration documents with the court
• Maintain and organize client files, including managing deadlines and tracking important dates
• Communicate with clients, financial institutions, and other parties involved in estate and trust matters
• Conduct legal research and prepare summaries for attorneys
• Coordinate and schedule meetings, appointments, and court hearings
• Assist with the preparation of tax returns and other financial documents
• Handle incoming calls and emails, and direct inquiries to the appropriate person
• Other administrative tasks as needed to support the attorneys and clients

Qualifications

• Bachelor's degree and/or paralegal certificate from an accredited program
• 2+ years of experience as an estate and trust paralegal
• Strong understanding of estate planning and trust administration processes
• Proficient in Microsoft Office and legal research databases
• Excellent organizational and time-management skills
• Strong attention to detail and ability to prioritize tasks
• Excellent written and verbal communication skills
• Ability to handle confidential information with discretion
• Experience with tax preparation and filings is a plus

Benefits

• Competitive salary
• Health, dental, and vision insurance
• 401(k) plan with company match
• Paid time off and holidays
• Professional development opportunities
• Collaborative and supportive work environment

If you are a motivated and dedicated individual with a passion for estate and trust law, we encourage you to apply for this exciting opportunity. Join our team at Devana Group and be part of a dynamic and growing law firm.