Trust and Estates Paralegal

2 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

    2 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

    4 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...

  • Trusts & Estates Attorney

    2 weeks 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...

  • Transactional Paralegal

    3 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...

  • Corporate Paralegal

    2 days 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,...

  • Senior Trusts and Estates Associate

    2 months ago

    Boston, United States Jobot Full time

    Job DescriptionJob DescriptionPrestigious Law Firm Located in Financial District Seeks Senior Trusts and Estates Associate to Join Growing Team! Flexible Work Environment, Great Benefits!This Jobot Job is hosted by: Jessica CarrollAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $150,000 - $220,000 per yearA...

  • Corporate/Real Estate Paralegal

    2 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 & Estates Legal Executive Assistant

    7 days 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

    6 days 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...

  • Larson Maddox | Transactional Paralegal

    3 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...

  • Larson Maddox | Transactional Paralegal

    3 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...

  • Commercial Real Estate Paralegal

    5 days ago

    Boston, United States Lateral Link Full time

    An elite national firm (our client) is looking for a Real Estate Paralegal to join their team on a hybrid basis in Boston. Will be preparing closing documents and exhibits, preparing title and survey, and conducting legal research. Must have experience and understanding of real estate law. Exceptional compensation and benefits. Please apply to Bridgeline...

  • Commercial Real Estate Paralegal

    7 days ago

    Boston, United States Lateral Link Full time

    An elite national firm (our client) is looking for a Real Estate Paralegal to join their team on a hybrid basis in Boston.Will be preparing closing documents and exhibits, preparing title and survey, and conducting legal research.Must have experience and understanding of real estate law.Exceptional compensation and benefits.Please apply to Bridgeline...

  • Paralegal

    3 weeks ago

    Boston, United States LHH Recruitment Solutions Full time

    LHH Recruitment Solutions, in partnership with a law firm in Boston, is seeking an experienced Paralegal to join their team. This position is hybrid \u2013 one day remote. The firm offers a collaborative environment, complex work, and great benefits.Responsibilities: •       Assisting attorneys with transactional matters including commercial banking...

  • Paralegal

    4 weeks ago

    Boston, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions, in partnership with a law firm in Boston, is seeking an experienced Paralegal to join their team.This position is hybrid – one day remote.The firm offers a collaborative environment, complex work, and great benefits. Responsibilities:· Assisting attorneys with transactional matters including...

  • Lateral Link | Commercial Real Estate Paralegal

    6 days ago

    boston, United States Lateral Link Full time

    An elite national firm (our client) is looking for a Real Estate Paralegal to join their team on a hybrid basis in Boston.Will be preparing closing documents and exhibits, preparing title and survey, and conducting legal research.Must have experience and understanding of real estate law.Exceptional compensation and benefits.Please apply to Bridgeline...

  • Lateral Link | Commercial Real Estate Paralegal

    4 days ago

    boston, United States Lateral Link Full time

    An elite national firm (our client) is looking for a Real Estate Paralegal to join their team on a hybrid basis in Boston.Will be preparing closing documents and exhibits, preparing title and survey, and conducting legal research.Must have experience and understanding of real estate law.Exceptional compensation and benefits.Please apply to Bridgeline...

  • Commercial Real Estate Transaction Specialist

    2 weeks ago

    Boston, Massachusetts, United States Capstone Search Partners Full time

    Job Title: Commercial Real Estate ParalegalOur client, a premier law firm, is seeking an experienced Commercial Real Estate Paralegal to collaborate with their dynamic team. This opportunity allows you to work in a fast-paced, collaborative environment with a highly regarded law firm that represents a wide range of clients in sophisticated commercial real...

  • Estate Settlement Advisor

    2 months ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    2 months ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...