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We are looking for a skilled Paralegal to join our team on a contract basis in Boston, Massachusetts. This role involves supporting attorneys in estate and trust administration by preparing legal documents, conducting research, and ensuring accurate asset valuation. If you have expertise in probate processes and tax filings, we invite you to bring your detailed-oriented approach to this position.
Job Responsibility:
Assist in identifying, evaluating, and organizing assets to support estate and trust administration
Prepare detailed accounting reports for both estates and trusts, ensuring accuracy and compliance
Complete federal and state estate tax returns, including the federal estate tax return and other applicable filings
Collaborate with attorneys to interpret wills and trust agreements, ensuring proper implementation and funding of trusts
Conduct basic legal research using reference materials and various resources to support case preparation
Draft and review probate documents, ensuring they meet legal standards and guidelines
Maintain effective communication with clients and attorneys to address inquiries and provide updates on case progress
Requirements:
Proven experience in estate and trust administration, including asset valuation and probate processes
Proficiency in preparing estate tax returns, both federal and state
Familiarity with case management software and tools
Strong knowledge of wills, trusts, and estate planning documentation
Ability to perform legal research and interpret complex legal agreements
Exceptional organizational skills with attention to detail
Effective communication and collaboration skills, ensuring smooth coordination with attorneys and clients
What we offer:
medical, vision, dental, and life and disability insurance