Trusts & Estates Paralegal Job at Robert Half (Walpole)

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Trusts & Estates Paralegal

Our client, a successful & growing law firm, is seeking a Trusts & Estates Paral...

Location

United States , Boston

Salary:

95000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of paralegal experience in trusts & estates
Strong experience supporting estate planning, probate, and trust administration matters
Knowledge of Massachusetts probate and trust administration procedures
Excellent written and verbal communication skills, proofreading ability, and attention to detail
Strong organizational skills with the ability to manage multiple priorities and deadlines
Ability to interact professionally with clients, families, fiduciaries, and professional advisor
Experience working with Microsoft Office Suite and legal document management systems
Ability to maintain confidentiality and handle sensitive information
Paralegal certificate preferred but not required

Job Responsibility

Assist with trust and estate administration matters, including obtaining tax identification numbers, from opening through closing
Support attorneys in estate planning matters, including preparation and proofreading of wills, trusts, powers of attorney, health care proxies, funding documents, engagement letters, and related correspondence
Prepare and file probate administration documents with the Massachusetts and New Hampshire Probate and Family Courts
Assist with the preparation and filing of estate tax and gift tax returns
Communicate directly with clients, fiduciaries, financial advisors, accountants, appraisers, financial institutions, and other third parties
Prepare deeds, trustee certificates, homestead declarations, and other supporting estate planning documents
Prepare assignments of interest documents
coordinate and track execution and compiling of exhibits for sophisticated estate planning transactions
Manage calendars and track critical deadlines, including probate filings, tax return due dates, and estate plan signings
Maintain organized client files and assist with ongoing matter management

What we offer

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

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

Our client, a successful full-service law firm, is seeking a Trusts & Estates Pa...

Location

United States , Boston

Salary:

110000.00 - 135000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of paralegal experience preferred in trusts & estates and probate
Direct experience drafting and filing probate petitions and court pleadings required
Strong knowledge of probate procedures and estate administration processes
Experience assisting estate administrators/executors throughout estate settlement
Familiarity with estate accounting and asset distribution procedures
Proficiency in e-filing systems and court procedures
Experience with document management systems and case management software
Strong organizational skills and ability to manage multiple probate matters simultaneously
Excellent written and verbal communication skills
High level of professionalism and discretion when handling confidential financial information

Job Responsibility

Draft and file probate petitions and related court pleadings
Prepare notices, inventories, accountings, and other required probate filings
E-file and manage documents in Probate Court
Monitor court deadlines and ensure compliance with statutory requirements
Assist estate administrators and executors with all phases of estate administration
Coordinate the collection and valuation of estate assets
Prepare and organize financial documentation, including income and estate-related documents
Assist with preparation of estate accountings and settlement documentation
Coordinate distribution of estate assets to beneficiaries
Communicate with clients, beneficiaries, financial institutions, and court personnel

What we offer

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

Fulltime

Trusts & Estates Paralegal

A well-established regional law firm is seeking an experienced and highly motiva...

Location

United States , Pittsburgh

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5–10 years of substantive experience in estate planning and estate administration
Experience supporting probate and fiduciary matters required
Orphans’ Court litigation experience strongly preferred
Experience with business succession planning is a plus
Strong organizational and case management skills with the ability to handle multiple matters simultaneously
Excellent written and verbal communication skills
Exceptional attention to detail and ability to meet deadlines in a fast-paced environment
detail oriented demeanor and ability to interact effectively with attorneys, staff, and clients
Self-motivated, forward-thinking, and able to work independently while contributing to a collaborative team environment

Job Responsibility

Draft and prepare substantive pleadings and correspondence for contested probate and fiduciary matters
Conduct legal research and assist with preparation of memoranda on probate and estate administration issues
Prepare and manage discovery, including interrogatories, subpoenas, and document requests
Assist attorneys with case management for estate and trust litigation matters, including organizing files and tracking deadlines
Prepare estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
Assist with the establishment of durable powers of attorney and medical directives
Support attorneys in developing estate planning strategies designed to minimize estate taxes and protect client assets
Assist with structuring trusts and estate plans to help clients avoid or streamline the probate process
Manage estate and trust administration matters from opening through closing, including preparation of filings and court documents
Coordinate with financial advisors, accountants, and clients throughout the estate planning and administration process

What we offer

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

Trusts & Estates Paralegal

We are looking for a skilled Trusts & Estates Paralegal to join our team on a co...

Location

United States , South Pasadena

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3–4 years of paralegal experience in trust and estate law, with an emphasis on litigation
Proficiency in eFiling state court documents using Green Filing and One Legal platforms
Strong knowledge of California trust and estate procedures and litigation practices
Experience with Clio practice management software
Familiarity with macOS, Microsoft Word, and Google Drive for document organization and production
Excellent organizational skills and attention to detail, with the ability to handle multiple deadlines independently
Strong communication and client service abilities

Job Responsibility

Draft, review, and file legal documents such as petitions, responses, motions, and discovery materials related to trust and estate litigation
Oversee state court eFiling processes using platforms like Green Filing and One Legal
Manage case files, track deadlines, and maintain detailed records using Clio practice management software
Provide trial preparation support, including document review, exhibit management, and coordinating with witnesses
Conduct legal research focused on California trust and estate law to support case strategy
Communicate effectively with clients, courts, and other parties on behalf of the legal team
Organize and maintain files on Google Drive, ensuring compatibility with macOS and Microsoft Word
Assist with post-judgment matters, including calendaring and compliance tracking to meet deadlines

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Trusts & Estates Paralegal

A law firm in Midtown Manhattan is seeking an experienced Trusts & Estates Paral...

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or Paralegal Certificate from an accredited institution
Prior experience supporting trusts & estates or probate matters strongly preferred
Strong knowledge of probate procedures and estate administration
Excellent organizational, communication, and multitasking skills
High attention to detail and ability to manage multiple deadlines
Additional certification in estate planning or estate administration is a plus

Job Responsibility

Manage the estate administration process from initiation through final closing
Prepare and file probate petitions, court forms, and related documents
Communicate with courts, clients, beneficiaries, and other involved parties throughout the administration process
Conduct legal research related to probate laws, regulations, and relevant case law
Review legal documents including wills, trusts, and estate planning instruments
Draft correspondence, affidavits, and other legal documents
Communicate with clients to obtain information and provide status updates regarding estate matters
Assist with the management and distribution of estate assets, including financial accounts, real estate, and personal property
Coordinate with financial institutions, appraisers, and other third-party professionals involved in estate administration
Ensure compliance with local, state, and federal estate administration laws

What we offer

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

Temporary Legal Assistant / Paralegal – Estates & Trusts / Transactional (30-Day Coverage)

A Baltimore-based law firm is seeking an experienced Legal Assistant or Paralega...

Location

United States , Baltimore

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior legal assistant and/or paralegal experience
Background in Estates & Trusts and/or transactional law strongly preferred
Strong document preparation, organization, and attention to detail
Able to step in quickly and work independently.

Job Responsibility

Provide 30-day medical leave coverage supporting the Estates & Trusts and transactional departments.

What we offer

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

Fulltime

New

Paralegal - Trusts and Estates Dispute Team

As a Legal Assistant or Paralegal, you’ll play a key role in supporting our top-...

Location

United Kingdom , Bristol

Salary:

Not provided

Ampa - Legal & Professional Services

Expiration Date

Until further notice

Requirements

a minimum of 6 months’ experience in an administrative role gained within a legal or professional services environment
confidence with IT systems to include Microsoft Word and Excel
a minimum grade C pass at GCSE (or equivalent) in English Language and Mathematics
the ability to work well in a team and develop good working relationships with colleagues and others
good communication skills with the confidence to liaise openly and clearly with colleagues and clients
the ability to produce a high standard of work, sometimes under pressure, whilst maintaining accuracy and good attention to detail
to be able to demonstrate flexibility, initiative and confidence in your own ability
highly enthusiastic, willing to the extra mile and be happy to go beyond the job description
respectful towards others and have a positive, willing and ‘can do’ attitude
keen to learn, interested in driving your own career progression and be proactive in taking ownership of this

Job Responsibility

opening and closing of electronic files
using a case management system to process and progress cases
taking telephone calls and messages, handling queries and enquiries
photocopying, scanning, faxing, printing, filing and collating documentation
archiving, storage and retrieval of documentation (electronic and paper versions)
typing of documents and correspondence
processing incoming and outgoing post and arranging couriers
managing diaries for the team, booking appointments and making travel arrangements
assisting with financial administration, liaison with finance team, processing cheque requests and expenses, preparation and despatch of invoices and collecting payment
maintaining data on Excel spreadsheets

What we offer

agile working
blended approach to where and how we work
access to award-winning learning
flexibility built on trust
opportunities to collaborate across a diverse network of specialists

Fulltime

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Trusts & Estates Paralegal

Temporary Legal Assistant / Paralegal – Estates & Trusts / Transactional (30-Day Coverage)

Paralegal - Trusts and Estates Dispute Team

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