Current jobs related to Trusts and Estates Assistant/Paralegal - Boston - Rubin and Rudman LLP

  • 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. ...

  • 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...

  • 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...

  • 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 & 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 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...

  • Trust and Estates Administrative Assistant

    3 months ago

    Boston, United States Rubin and Rudman LLP Full time

    Job DescriptionJob DescriptionTRUST AND ESTATES ADMINISTRATIVE ASSISTANT Rubin and Rudman LLP is seeking a self-motivated Trusts and Estates Administrative Assistant to assist multiple attorneys in the Trusts and Estates Department. This position includes legal secretarial administration of case files, scheduling and correspondence. ESSENTIAL DUTIES AND...

  • 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...

  • Legal Assistant for Trusts and Estates

    1 week ago

    Boston, Massachusetts, United States Boston Hire Full time

    Legal Executive Assistant for Trusts and Estates plays a crucial role in providing comprehensive administrative support while acting as a vital partner to attorneys in managing their practices. This position is perfect for a proactive individual who can maintain confidentiality and work effectively both independently and as part of a team.KEY...

  • 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...

  • 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...

Trusts and Estates Assistant/Paralegal

1 month ago

Boston, United States Rubin and Rudman LLP Full time
Job DescriptionJob Description

TRUSTS AND ESTATES ASSISTANT/PARALEGAL

ABOUT THE JOB

Rubin 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 correspondence, as well as drafting and interpreting legal documents and reports while maintaining positive contact with attorneys and staff and clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Draft, read, and interpret legal documents, including trustee appointments and resignations and trust amendments.
  • Interact with clients, attorneys, and other staff; schedule and prepare for meetings.
  • Prepare all files/ documents for meetings and/or conference calls, attend required meetings, take notes, and notarize documents:
    1. Initial estate planning;
    2. Signing/ execution;
    3. Status: internal and with clients.
  • Responsible for all aspects of estate administration.
  • Prepare and update status reports of estate administration for attorneys. Keep track of status of work and daily updates, including correspondence, scheduled calls, and meetings.
  • Review financial information received from client; audit documents to correct errors.
  • Produce informal summaries, accountings, and status reports.
  • Prepare, review, and finalize estate planning portfolios and cover pages.
  • Prepare final estate planning letter which includes copies of executed estate planning documents and recommendations for various asset transfers related to trust funding strategy, including investment accounts, real estate, life insurance and retirement assets.
  • Prepare emails for associates to send out all estate planning documents to clients for review;
  • Email clients PDF versions of all executed estate planning documents; and send out real estate documents to be recorded with Registry of Deeds.
  • Prepare letters of authorization and invoices to send out on various trust accounts and collect payments.
  • Prepare and file probate court documents under attorney supervision.
  • Record billable time daily; review and edit bill proformas monthly; print, copy and pay final bills monthly. Assist with attorney time-keeping for monthly statements.
  • General bookkeeping duties as needed.
  • Prepare necessary documentation for Trust Administrator:
    1. Fiduciary tracker;
    2. Total trust administration package;
    3. Preparation of annual invoiced/ review of trust.
  • Assist with preparation of estate tax returns (Form 706) and fiduciary tax returns during tax season (approx. February – April)
  • Organize, scan, copy, and fax legal documents in a timely manner.
  • Update and organize electronic and physical files for easy access:
    1. Original estate planning documents to central file management;
  • Prepare packages with original documents as needed for transferring clients.
  • Be a reliable, responsive, confident resource to attorneys, fiduciaries and family members throughout the estate administration process.
  • Regular and dependable attendance is an essential function of the job.
  • Handles special projects or additional responsibilities as assigned from time to time by the attorneys in the Department.

KNOWLEDGE, SKILLS AND ABILITIES:

  • Knowledge of financial and legal management principles in order to assist with the responsibility for the firm’s Trusts and Estates Department at a level normally acquired through completion of a Bachelor’s degree or equivalent experience.
  • Prior experience in both Legal Secretarial and Trusts and Estates Paralegal drafting.
  • Ability to demonstrate impeccable integrity in personal and fiduciary matters.
  • Interpersonal skills necessary in order to communicate with a diverse group of attorneys, staff and clients and provide information and “customer service” with courtesy and tact.

This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management’s discretion, the employee may be assigned different or additional duties from time to time. Work occasionally requires more than 35 hours per week to perform the essential duties of the position.

Qualified applicants must be able to complete essential duties and responsibilities with or without reasonable accommodation(s).

Rubin and Rudman is an equal opportunity employer. All applicants will be considered for employment without attention to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.