Trust and Estates Paralegal

2 weeks 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.

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