Trust and Estates Paralegal

5 months ago

Boston, United States Briefly Full time

Introduction to Briefly

Briefly 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 most innovative in the legal industry prioritizing collaboration, dynamic innovation, consistent excellence, agility, and efficiency. These core principles provide our firm with an insightful understanding of how we can continue to push our growth year over year


Position Summary:

Briefly, Rimon’s support company, has an opening for a Trusts and Estates Paralegal. The candidate will work closely with clients, attorneys, and other paralegals. Responsibilities include all phases of trust administration, estate planning, assisting with estate and gift tax returns, and probate matters. The ideal candidate has prior law office experience, and is collaborative, detail-oriented, organized, and self-sufficient, with the ability to work in a fast-paced environment.


Essential Functions & Responsibilities

  • Prepare and file probate court documents: Petition to Administer Estate, Guardian ad litem petitions, fiduciary reports/accountings, etc.
  • Assist attorneys with the administration of decedent’s trusts and estates; including: marshalling, organizing, and analyzing asset information; valuation of assets and strategize allocation to sub trusts; preparation of inventories, asset allocation agreements, asset transfer documents; researching and drafting grant deeds, trust transfer deeds, etc.
  • Draft complete estate plans for attorney review.
  • Assist attorneys with the preparation of federal estate tax returns and related filings.
  • Set up, maintain, and ensure that files are kept current including classifying, arranging files, filing, and storing information.
  • Monitor, prioritize, organize, and facilitate daily workflow in order to meet project deadlines. This includes all administrative tasks including scheduling meetings, calendar management, processing expense reimbursements etc.
  • Interact with, and show compassion to, clients who have suffered the loss of a loved one or are under a great deal of stress.

The above is not an exhaustive list of essential duties and responsibilities. Additional tasks may be assigned as deemed necessary by management.


Essential Capabilities

  • Advanced knowledge of state and local probate court rules, state and local.
  • Basic to intermediate skills with the following programs (or similar programs): West Law Form
  • Builder, Data Tree, Bill4Time, One Legal, and iManage.
  • Intermediate to advanced skill in the use of software systems: Outlook, Word, Excel, Adobe Acrobat DC, and Power Point.
  • Notary public or willing to become one.
  • Detail oriented; excellent proofreading skills.
  • Excellent oral and written communication skills.


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance


Schedule:

  • Monday to Friday


Ability to commute/relocate:

  • Boston, MA: Reliably commute or planning to relocate before starting work (Required)


Education:

  • Bachelor's degree or paralegal certificate required.


Experience:

  • 5-10 years or more experience in trust and estate administration


Equal Employment Opportunity

Briefly, Inc. is committed to a policy of Equal Employment Opportunity. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, veteran status, or any other protected status under applicable law. Our firm values diversity and inclusion, fostering an environment where all employees are treated with respect and dignity. Discrimination or harassment based on any protected characteristic is strictly prohibited. We welcome candidates from diverse backgrounds to apply for opportunities within our firm.


Accommodation for Applicants with Disabilities

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Briefly. If you have a disability or special need and need assistance participating in the application process, please let us know.


E-Verify

This employer participates in E-Verify and will provide the federal government with your form I-9 information to confirm you are authorized to work in the U.S.

  • Trust and Estates Paralegal

    3 months ago

    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...

  • Trust and Estates Paralegal

    3 months ago

    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...

  • 4208 - Trust & Estates Paralegal / Estate Administration

    5 days ago

    Boston, United States Nixon Peabody LLP Full time

    Job ID:4208Position:ParalegalLocation:Multiple OfficesPractice Area:Open Date:Thursday, October 24, 2024Job Function:StaffJob Description:We are seeking an experienced Trust & Estates Paralegal / Estate Administration Specialist who is highly motivated, and customer-service oriented for our Private Clients group to work collaboratively with internal...

  • Trusts & Estates Paralegal or Legal Assistant

    5 days ago

    Boston, United States Beacon Hill Full time

    Beacon Hill Legal is partnering with a well known boutique law firm in downtown Boston that is seeking a Trust & Estates Paralegal or Legal Assistant with at least 2 years of experience to join their team.Candidate must be a dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Volunteers to assist...

  • Trusts & Estates Paralegal or Legal Assistant

    5 days ago

    Boston, United States Beacon Hill Full time

    Beacon Hill Legal is partnering with a well known boutique law firm in downtown Boston that is seeking a Trust & Estates Paralegal or Legal Assistant with at least 2 years of experience to join their team.Candidate must be a dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Volunteers to assist...

  • Real Estate Paralegal

    5 days ago

    Boston, United States Capstone Search Partners Full time

    This is a leading law firm specializing in real estate transactions, providing high-quality legal services to clients in residential, commercial, and financing transactions. We are looking for a skilled and detail-oriented Real Estate Paralegal to join our team.Job DescriptionAs a Real Estate Paralegal, you will play a critical role in supporting attorneys...

  • Transactional Real Estate Paralegal

    6 days ago

    Boston, United States Avata Partners Full time

    Avata Partners is recruiting for a real estate paralegal for our reputable and renowned law firm. This position works under the direct supervision of a lawyer and provides the lawyer substantive legal services. A lawyer may delegate any task normally performed by a lawyer to a Senior Paralegal Specialist, except those tasks prohibited to a non-lawyer by...

  • Transactional Real Estate Paralegal

    6 days ago

    Boston, United States Avata Partners Full time

    Avata Partners is recruiting for a real estate paralegal for our reputable and renowned law firm. This position works under the direct supervision of a lawyer and provides the lawyer substantive legal services. A lawyer may delegate any task normally performed by a lawyer to a Senior Paralegal Specialist, except those tasks prohibited to a non-lawyer by...

  • Trusts & Estates Attorney

    1 month ago

    Boston, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Trusts & Estates Attorney to join our team in the legal industry, based in Boston, Massachusetts. Your main responsibilities will include handling estate planning strategies, trust administration, and tax planning.Responsibilities:• Implementing sophisticated...

  • Corporate Paralegal

    3 weeks ago

    Boston, Massachusetts, United States Jobot Full time

    Company Overview: Our company, Jobot, is a top global investment firm specializing in real estate opportunities that leverage enduring trends to drive long-term growth. We focus on value-added investments, applying deep industry expertise to optimize operations and create significant impact.Salary: $80,000 per yearJob Description: As a Corporate Paralegal,...

  • Transactional Paralegal

    2 weeks ago

    Boston, United States Larson Maddox Full time

    A publicly traded Real Estate Investment Trust is seeking a Transactional Paralegal hire that will be working closely with legal leadership in supporting the company’s real estate operations, acquisitions, dispositions, and financings for the company. You will have the opportunity to work with various transactional real estate matters on a hybrid...

  • Transactional Paralegal

    1 month ago

    Boston, United States Larson Maddox Full time

    A publicly traded Real Estate Investment Trust is seeking a Transactional Paralegal hire that will be working closely with legal leadership in supporting the company’s real estate operations, acquisitions, dispositions, and financings for the company. You will have the opportunity to work with various transactional real estate matters on a hybrid...

  • Real Estate Leasing Paralegal

    6 days ago

    Boston, United States Gillard Associates Full time

    Job DescriptionJob DescriptionNationally recognized Retail Leasing Law Firm practice is growing and in need of a Leasing Paralegal looking to be part of a dynamic team, be an intricate part of leasing deals and provide excellent service to the best clients in the real estate industry.The Leasing Paralegal will be responsible for drafting leases, lease...

  • Corporate/Real Estate Paralegal

    4 weeks ago

    Boston, United States Beacon Communities Full time

    Corporate Office - Boston, 2 Center Plaza, Boston, Massachusetts, United States of America Req #1778 Tuesday, December 10, 2024 The Corporate/Real Estate Paralegal position will play a crucial role in supporting the General Counsel and Associate General Counsel(s) with real estate closings, property management matters, legal entity formation and maintenance...

  • Trust & Estate Attorney

    13 hours ago

    Boston, United States Distinct | North America Full time

    A mid-size Boston based firm with a great reputation are looking for a Trust & Estates Associate with 4+ years’ experience to join their expanding growing Estate, Financial & Tax Planning Practice.This position includes the planning and implementation of sophisticated estate planning strategies and involves extensive interactions with clients and other...

  • Estate Administrator

    5 days ago

    Boston, United States The Cranberry Country Chamber of Commerce Full time

    Estate AdministratorThe Estate Administrator is a specialist role responsible for guiding fiduciaries and clients through all phases of the estate administration process. The Estate Administrator directly supports the Partners of a sophisticated estate, trust, and guardianship practice. They work closely with clients, attorneys, and professional staff in a...

  • Trust & Estates Legal Executive Assistant

    3 weeks ago

    Boston, United States Boston Hire Full time

    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 both independently and...

  • Trust & Estates Legal Executive Assistant

    2 weeks ago

    Boston, United States Boston Hire Full time

    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 both independently and...

  • Trust & Estates Legal Executive Assistant

    4 weeks ago

    Boston, United States Boston Hire Full time

    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 both independently and...

  • Trust and Estates Specialist

    2 weeks ago

    Boston, Massachusetts, United States Gillard Associates Full time

    Job DescriptionGillard Associates is a reputable law firm seeking an attorney to join their expanding Trust and Estates Department in the Boston suburbs. As an estate planning attorney, you will work closely with a multi-disciplined team of attorneys to provide personalized advice on estate planning and probate needs.Key Responsibilities:Review and revise...