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Trust & Estates Paralegal

2 months ago

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 benefits package and a base salary plus discretionary annual bonus.
Job Duties
Under the direct supervision of attorneys, this position will:
  • Assist in the drafting of estate planning and trust administration documents;
  • Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and character of assets;
  • Meet and communicate with clients and client advisors;
  • Assist clients with trust funding and preparing documents to facilitate same, recordation of deeds with accompanying transfer documents;
  • Maintain client files and prepare materials for client meetings;
  • Prepare and assemble federal estate tax returns; and
  • Calendar critical deadlines and meetings
  • Additional job duties as assigned
JOB KNOWLEDGE, SKILLS AND ABILITIES
  • Bachelors Degree and/or paralegal certificate if preferred
  • 5+ years of experience in probate and trust administration, desired
  • Tax preparation software experience is preferred
  • Must have knowledge of the Probate Court process including court filings
  • Manage trust and probate administration case matter and deadlines
  • Determine beneficiaries and persons entitled to notice
  • Knowledge of court-supervised procedures
  • Ability to work independently and in a team environment
  • Ability to handle mutliple assignments efficiently and accurately
  • Advanced proficieincy with Office 365, Excel, Word and PowerPoint