Trust & Estates Paralegal

2 weeks ago


Boston, United States Vaco Full time

Vaco Boston has partnered with a well-respected Boston based law firm that is seeking a Trusts & Estates Paralegal.
Responsibilities:
· Identifying, gathering, and valuing assets; preparing various probate and accounting documents;
· Preparing accountings for both estates and trusts;
· Preparing death tax returns, including the federal estate tax return and state estate tax returns;
· Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
· Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
Education and Experience:
· Undergraduate degree and paralegal certification (or equivalent)
· Familiarity with procedures of courts and regulatory agencies
· Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
· Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems)

  • Boston, United States DM LAW SERVICES LLC Full time

    The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration, and fiduciary accounting in a manner that ensures that the company successfully meets its objective of distinguishing itself through exceptional service. ...


  • Boston, United States Benazir Recruiting Full time

    The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex detailed work involving domestic estate administration trust administration and fiduciary accounting in a manner that ensures that the company successfully meets its objective of distinguishing itself through exceptional...


  • Boston, United States Vaco Full time

    Vaco is looking for a motivated Trusts & Estates Paralegal to join team at a reputable national law firm. There is opportunity for career growth and lots of exposure to supporting attorneys and serving very high net worth clients. This position is responsible for drafting legal documents, estate administration, and probate proceedings. Included is a robust...


  • Boston, United States Vaco Full time

    Vaco is looking for a motivated Trusts & Estates Paralegal to join team at a reputable national law firm. There is opportunity for career growth and lots of exposure to supporting attorneys and serving very high net worth clients. This position is responsible for drafting legal documents, estate administration, and probate proceedings. Included is a robust...


  • Boston, Massachusetts, United States Devana Group Full time

    About Devana GroupDevana Group is 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 SummaryWe are seeking a...


  • Boston, United States Devana Group Full time

    Job DescriptionJob DescriptionThe role involves managing complex estate and trust administration, including fiduciary accounting, to deliver exceptional service. The paralegal will work independently, handling estate administration from start to finish while collaborating with attorneys as needed. Strong mathematical, organizational, and technological skills...


  • Boston, United States Briefly Full time

    Introduction to BrieflyBriefly is a support organization, professionally running the back-office operations of a tech-enabled, highly selective, global law firm consistently recognized for its excellence, innovation, and teamwork throughout its 45 offices in 14 countries and five continents. This disruptive business model has widely become known amongst the...


  • Boston, United States Briefly Full time

    Introduction to BrieflyBriefly is a support organization, professionally running the back-office operations of a tech-enabled, highly selective, global law firm consistently recognized for its excellence, innovation, and teamwork throughout its 45 offices in 14 countries and five continents. This disruptive business model has widely become known amongst the...


  • Boston, United States Vaco Full time

    Vaco Boston has partnered with a well-respected Boston based law firm that is seeking a Trusts & Estates Paralegal.Responsibilities:· Identifying, gathering, and valuing assets; preparing various probate and accounting documents;· Preparing accountings for both estates and trusts;· Preparing death tax returns, including the federal estate tax return and...


  • Boston, United States Rubin and Rudman LLP Full time

    Job DescriptionJob DescriptionTRUSTS AND ESTATES ASSISTANT/PARALEGALABOUT THE JOBRubin and Rudman is seeking a self-motivated, Trust and Estate Assistant/ Paralegal to assist the attorneys in the Trusts and Estates Department with the smooth functioning of the Department. This position includes legal secretarial administration of case files and...


  • Boston, United States JOHNLEONARD Full time

    JOHNLEONARD is looking for a Trusts and Estates Administrative Paralegal to join our client’s growing T&E department. This hybrid role is based in Boston and offers a salary of $70K-$100K and excellent benefits.In this Trusts and Estates Administrative Paralegal role, you can expect to:Conduct legal research on various matters and provide summaries to...


  • Boston, United States Vaco Full time

    Vaco is looking for a motivated Trusts & Estates Paralegal to join team at a reputable national law firm. There is opportunity for career growth and lots of exposure to supporting attorneys and serving very high net worth clients. This position is responsible for drafting legal documents, estate administration, and probate proceedings. Included is a robust...


  • Boston, Massachusetts, United States Devana Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Estate and Trust Administrative Paralegal to join our team at Devana Group. As a key member of our estate planning and trust administration team, you will provide administrative support to our attorneys and assist with client communications and document preparation.Key...


  • Boston, United States Boston Hire Full time $80,000 - $110,000

    Job DescriptionJob DescriptionThe Trust & Estates Executive Assistant provides high-level administrative support and serves as a right-hand to the attorneys in the management of the attorneys’ practices. This role would be ideal for a resourceful self-starter who is interested in a challenge; who can maintain strict confidence; and who is adept at working...


  • Boston, Massachusetts, United States Devana Group Full time

    Job OverviewPosition: Estate and Trust Administrative ParalegalCompany: Devana GroupDevana Group is a prominent legal practice focusing on estate planning, trust management, and probate law. Our skilled team is committed to delivering exceptional legal assistance to clients, guiding them through the intricacies of estate and trust issues.Role Summary:We are...


  • Boston, Massachusetts, United States Rubin and Rudman LLP Full time

    Estate Planning ParalegalPosition OverviewRubin and Rudman LLP is in search of a dedicated Estate Planning Paralegal to assist the legal team within the Estate Planning Division. This position encompasses a variety of administrative responsibilities associated with legal matters, the preparation of legal documentation, and fostering effective communication...


  • Boston, United States Fiduciary Trust Company Full time

    Position Overview:This position supports and partners with the Chief Fiduciary Officer and three attorneys by providing high-quality administrative support. Primary ResponsibilitiesCommunicate with internal clients regarding trust and estate legal issues that arise in connection with trust administration, estate planning and estate administration....


  • Boston, United States Fiduciary Trust Company Full time

    Position Overview:This position supports and partners with the Chief Fiduciary Officer and three attorneys by providing high-quality administrative support. Primary ResponsibilitiesCommunicate with internal clients regarding trust and estate legal issues that arise in connection with trust administration, estate planning and estate administration....


  • Boston, United States Verrill Dana Full time

    Job DescriptionJob DescriptionVerrill is actively reviewing resumes for a Trust and Estate Administrator for our Boston, Massachusetts Office. As one of New England’s top full-service law firms, we are interested in hiring talented individuals to join our team. Verrill offers a competitive salary and benefits package, as well as a flexible hybrid work...


  • Boston, Massachusetts, United States Verrill Dana Full time

    Job OverviewVerrill Dana is seeking a dedicated professional for the role of Trust and Estate Administrator. This full-time position is designed to provide extensive client service, administrative, and operational support within the Private Clients and Fiduciary Services Group (FSG).Key ResponsibilitiesThe responsibilities associated with trust...