Trusts & Estates Paralegal

• 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

• 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

Paralegal certificate

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