Current jobs related to Estate and Trust Paralegal - Boston - Devana Group - Recruitment and Business Solutions

  • Trust & Estates Paralegal

    5 days 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...

  • trust & estate Paralegal

    5 days ago

    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. ...

  • Trusts and Estates Assistant/Paralegal

    2 months ago

    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...

  • Trust & Estates Paralegal

    5 days 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...

  • Trust & Estates Paralegal

    4 days 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...

  • Trusts And Estates Paralegal, Boston

    4 weeks ago

    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...

  • Trust and Estates Paralegal

    2 weeks 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

    2 weeks 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 & 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...

  • Trusts and Estates Administrative Paralegal #31641

    3 weeks ago

    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...

  • Trust & Estates Paralegal

    2 weeks 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...

  • Estate Planning Paralegal

    1 week ago

    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...

  • Trust and Estate Paralegal

    3 weeks ago

    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...

  • Estate Planning Paralegal

    1 week ago

    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...

  • Trust & Estate Associate

    3 weeks ago

    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....

  • Trust & Estate Associate

    3 weeks ago

    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....

  • Trust and Estate Administrator

    4 weeks ago

    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...

  • Estate and Trust Services Administrator

    3 days ago

    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...

  • Paralegal

    3 weeks ago

    Boston, United States Devana Group Full time

    Job DescriptionJob DescriptionEstate and Trust Administrative ParalegalA 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...

  • Commercial Real Estate Paralegal

    1 week ago

    Boston, United States DarrowEverett LLP Full time

    DarrowEverett LLP is looking for a Commercial Real Estate Paralegal with immediate availability. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its...

Estate and Trust Paralegal

5 months ago

Boston, United States Devana Group - Recruitment and Business Solutions Full time

The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration, probate, family law and fiduciary accounting in a manner that ensures that we're successful meets its objective of distinguishing itself through exceptional service. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Because much of the work is in the areas of accounting and taxes, the paralegal must have good mathematical skills, good organizational skills, and strong technological skills.


Responsibilities:

  • Identifying, gathering, and valuing assets;
  • Preparing various probate and estate administration documents;
  • Preparing accountings for both estates and trusts;
  • Preparing death tax returns, including federal and state estate tax returns;
  • Preparing federal and state fiduciary income 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;
  • Managing a docket system and tracking deadlines; and
  • 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 Probate Courts, taxing authorities and regulatory agencies preferred;
  • Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
  • Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);
  • Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and
  • Good understanding of basic business relationships and client confidentiality principles.