Trust and Estate Paralegal Job at Robert Half (Boston)

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Trusts & Estates Paralegal

A highly regarded Am Law 200 law firm in St. Louis is seeking an experienced Tru...

Location

United States , St. Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience as a Trusts & Estates Paralegal within a law firm environment
skilled in drafting and managing estate planning and probate documents
experience with gift tax returns and related filings is strongly preferred
detail-oriented
organized
comfortable handling multiple matters in a fast-paced, high-caliber practice
strong communication skills
professionalism
ability to work independently while supporting a demanding team

Job Responsibility

Support a premier private wealth practice
work closely with top-tier attorneys on sophisticated estate planning and administration matters for high-net-worth clients
preparation and review of complex trusts, estate planning documents, and related filings

What we offer

Collaborative environment
exposure to sophisticated work
competitive compensation
comprehensive benefits package
medical, vision, dental, and life and disability insurance
401(k) plan
free online training

Fulltime

Trusts & Estates Paralegal

We are looking for a skilled Trusts & Estates Paralegal to join a respected law ...

Location

United States , Walpole

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience as a Trusts & Estates Paralegal
Comprehensive knowledge of Massachusetts probate and estate administration processes
Strong skills in drafting legal documents and meticulous attention to detail
Ability to handle multiple cases and meet various deadlines simultaneously
Excellent communication skills with a focus on client service
Proficiency in Microsoft Office and legal document management systems

Job Responsibility

Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies
Manage all tasks related to probate and estate administration, from initiation to closure
Prepare and submit probate court filings and supporting materials with accuracy
Coordinate asset transfers and assist with the funding of trusts and estates
Maintain organized electronic and physical files for estate planning and probate matters
Communicate effectively with clients, financial institutions, and court representatives
Monitor deadlines and ensure adherence to court and internal procedural requirements
Offer administrative and paralegal assistance to attorneys as needed

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Trust & Estate Administration Paralegal

We are seeking a detail-oriented Trust & Estate Administration Paralegal with 3+...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in trust and estate administration
Working knowledge of probate processes and trust administration procedures
Experience handling asset transfers, funding, and beneficiary distributions
Familiarity with estate and fiduciary accounting concepts
Basic understanding of estate and fiduciary tax reporting processes
Proficiency in Microsoft Office (Word, Excel, Outlook) and legal/accounting software
Strong organizational skills with the ability to manage multiple administrations simultaneously
Excellent communication skills with a client-service mindset
High level of discretion when handling sensitive financial and family matters
Paralegal certificate or equivalent work experience required

Job Responsibility

Assist with all aspects of trust and estate administration, including both probate and non-probate matters
Prepare and file routine probate documents (applications, inventories, accountings, and closing documents)
Coordinate collection, valuation, and transfer of estate and trust assets
Facilitate trust funding and administration, including reviewing trust assets and aligning with governing documents
Communicate regularly with clients, trustees, beneficiaries, financial advisors, and custodians
Track and manage key deadlines, including court filings, tax filings, and required distributions
Assist in the preparation of estate inventories and fiduciary accountings
Support preparation and organization of materials for estate tax returns and fiduciary income tax returns (in coordination with CPAs)
Prepare correspondence and documentation related to distributions and beneficiary communications
Maintain and organize detailed client files and administration records

What we offer

Comprehensive benefits package (medical, dental, vision, 401(k))
Paid time off and holidays

Fulltime

Trust and Estates Paralegal

We are looking for an experienced and detail-oriented Trust and Estates Paralega...

Location

United States , Grove City

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least three years of experience as a trust and estates paralegal
Advanced knowledge of Pennsylvania inheritance tax return preparation and estate administration practices
Proficiency in the Lackner System or comparable estate management software
Ability to work onsite with some flexibility for personal scheduling needs
Excellent communication skills and a detail-oriented approach in client interactions
Strong ability to work independently while managing multiple cases simultaneously
Familiarity with residential and commercial real estate transactions related to estate matters

Job Responsibility

Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages
Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks
Support estate planning and succession planning by maintaining thorough documentation and compliance standards
Coordinate residential and commercial real estate transactions associated with estate matters
Build and maintain strong client relationships by providing clear communication and updates throughout each process
Work onsite five days a week to collaborate with team members and provide a consistent presence
Utilize the Lackner System or similar estate management software efficiently for case tracking and administration

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
access to top jobs, competitive compensation and benefits, and free online training

Paralegal - Wealth Preservation

Porzio, Bromberg & Newman, P.C. ("Porzio"), is a highly-respected, well-establis...

Location

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
Paralegal Certificate, from an ABA-approved program, preferred
Project management experience or training preferred
A minimum of three (3) years of relevant experience
Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative
Strong verbal, written, analytical, organizational and interpersonal skills
Flexibility in daily work schedule to meet company/client needs during periods of heavy workload
Flexibility in schedule to travel on company/client-related business
A valid driver’s license and/or ability to transport oneself to off-site project locations independent of mass transit

Job Responsibility

Obtain letters of administration, testamentary, and trusteeship
Assist with bonding process for administrators, executors, and trustees
Maintain and prepare fiduciary accountings
Manage estate administration process (including calendaring and coordination of document collection process with clients)
Prepare state and federal tax returns (including estate, inheritance and gift tax returns)
Prepare estate and trust settlement agreements, refunding bonds and releases
Prepare surrogate court filings
Calculate fiduciary commissions
Assist clients to fund trusts and retitle assets

What we offer

Medical, Dental, and Vision insurance
401(k) retirement plan with employer matching
Individual and Dependent Life Insurance
Short- and Long-Term Disability
Paid Time Off
Paid Holidays
Employee Assistance Programs

Fulltime

Tax and Wealth Planning Paralegal

Seeking a Taxation and Wealth Planning Paralegal for a firm’s San Francisco offi...

Location

United States , San Francisco

Salary:

100000.00 - 125000.00 USD / Year

Benchmark Makers

Expiration Date

Until further notice

Requirements

BA or BS degree strongly preferred
Associate's degree or paralegal certificate with eight years of comparable work experience
Minimum of eight (8) years of experience
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)
Excellent written and verbal communication skills
Strong problem-solving skills
Strong organizational skills
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously

Job Responsibility

Calendar management, including tax-related deadlines and client calls/meetings
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns
Estate administration, including prepare and file probate documents, advise and respond to clients
Trust administration, including prepare withdrawal right notices and appointments of successor trustees
Prepare trust and estate accountings
Draft simple wills and correspondence
Apply for tax identification numbers
Prepare and file deeds and related documents, review deed records
Form entities with Secretary of State office
Prepare corporate minutes and maintain minute books

Fulltime

Paralegal

We are looking for a detail-oriented Paralegal to support a trusts and estates p...

Location

United States , Baltimore

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Undergraduate degree and/or completion of a paralegal certificate program
At least 3-5 years of experience handling large, sophisticated estate administrations and a broad range of trust matters
Working knowledge of probate procedures, trust administration, fiduciary accountings, and estate-related tax documentation
Strong written and verbal communication skills, with the ability to interact professionally and confidently with clients and related parties
Demonstrated ability to stay organized and perform effectively in a fast-paced practice with multiple active deadlines
Proficiency with Microsoft Excel, PowerPoint, and Word, as well as Adobe applications
Willingness and ability to learn practice-specific software used in trusts and estates work

Job Responsibility

Oversee probate administration from opening through final resolution, ensuring filings, deadlines, and court-related requirements are completed accurately and on time
Support the administration of trusts by preparing fiduciary accountings, coordinating distributions, and maintaining organized records for ongoing matters
Draft and assemble federal and state estate tax returns, while assisting with tax calculations and scenario-based projections related to estate and trust matters
Coordinate the collection of valuation materials and work with appropriate parties to obtain appraisals needed for estate administration and tax reporting
Facilitate the preparation of individual and fiduciary income tax return materials by gathering financial information and working closely with internal and external stakeholders
Communicate with clients, beneficiaries, attorneys, accountants, and other professionals to keep matters moving efficiently and provide clear status updates
Manage a high-volume workload with careful attention to detail, prioritizing competing tasks across complex estates and a range of trust structures
Use legal and office technology to prepare documents, organize case information, track deadlines, and support the overall workflow of the trusts and estates team

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan
Free online training

Fulltime

Select Country

Trust and Estate Paralegal

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?