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.

  • Paralegal - Trust and Estates

    4 weeks ago

    boston, United States Ray Thomas Full time

    Hybrid, 3 days a week in office.Position Summary:We are seeking a skilled trusts and estates administrative paralegal to manage a high volume of complex tasks related to domestic estate and trust administration, as well as fiduciary accounting. The paralegal will work independently to oversee estate administration from start to finish, collaborating with...

  • Paralegal - Trust and Estates

    4 weeks ago

    Boston, United States Ray Thomas PC Defunct Full time

    Hybrid, 3 days a week in office.Position Summary:We are seeking a skilled trusts and estates administrative paralegal to manage a high volume of complex tasks related to domestic estate and trust administration, as well as fiduciary accounting. The paralegal will work independently to oversee estate administration from start to finish, collaborating with...

  • Paralegal - Trust and Estates

    1 month ago

    Boston, United States Ray Thomas Full time

    Hybrid, 3 days a week in office.Position Summary:We are seeking a skilled trusts and estates administrative paralegal to manage a high volume of complex tasks related to domestic estate and trust administration, as well as fiduciary accounting. The paralegal will work independently to oversee estate administration from start to finish, collaborating with...

  • Paralegal - Trust and Estates

    1 month ago

    Boston, United States Ray Thomas Full time

    Hybrid, 3 days a week in office.Position Summary:We are seeking a skilled trusts and estates administrative paralegal to manage a high volume of complex tasks related to domestic estate and trust administration, as well as fiduciary accounting. The paralegal will work independently to oversee estate administration from start to finish, collaborating with...

  • Trust and Estates Paralegal

    3 weeks ago

    Boston, Massachusetts, United States Benazir Recruiting Full time

    Job SummaryBenazir Recruiting seeks a skilled Trust and Estates Paralegal to manage and produce complex estate administration, trust administration, and fiduciary accounting work. The ideal candidate will have a strong understanding of domestic estate administration, trust administration, and fiduciary accounting procedures.Key ResponsibilitiesIdentify,...

  • Trust & Estates Administrative Paralegal

    1 month ago

    Boston, United States Careerbuilder-US Full time

    Location: Boston, MA (Hybrid) The firm operates on a hybrid schedule with the majority of their positions (3 days in, 2 days remote) Salary: up to $115K Bonuses are discretionary on a year-to-year basis. They usually give them out, but they can't guarantee them. It's based on the revenue the firm brings in each year Position Summary: ...

  • 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

    4 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

    1 month 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 Administrative Paralegal

    3 weeks ago

    Boston, MA, United States Careerbuilder-US Full time

    Location: Boston, MA (Hybrid) The firm operates on a hybrid schedule with the majority of their positions (3 days in, 2 days remote)Salary: up to $115K Bonuses are discretionary on a year-to-year basis. They usually give them out, but they can't guarantee them. It's based on the revenue the firm brings in each yearPosition Summary: The trusts and estates...

  • Trust and Estate Law Specialist

    3 weeks ago

    Boston, Massachusetts, United States Jobot Full time

    We are seeking a dynamic and experienced Trust & Estates Legal Assistant to join our fast-paced legal team at a well-established Boutique Business, Tax, and Estate Planning firm in central Boston. This is an exciting opportunity for a professional to work in a supportive environment, handling a broad range of trust and estate matters.Key...

  • Trust and Estates Legal Assistant

    3 weeks ago

    Boston, Massachusetts, United States Jobot Full time

    Job DetailsWe are seeking a dynamic and experienced Trust & Estates Legal Assistant to join our fast-paced legal team. This is an exciting opportunity for a professional to work in a supportive environment, handling a broad range of trust and estate matters.ResponsibilitiesAssist attorneys in the preparation and execution of wills, trusts, estates, and...

  • Paralegal - Estate Planning Specialist

    3 weeks ago

    Boston, Massachusetts, United States Jobot Full time

    This Jobot Job is hosted by a well-established boutique business, tax, and estate planning firm in central Boston. We are seeking a dynamic and experienced Trust & Estates Legal Assistant to join our fast-paced legal team.This is an exciting opportunity for a professional to work in a supportive environment, handling a broad range of trust and estate...

  • Trust & Estates Legal Assistant

    3 weeks ago

    Boston, United States Jobot Full time

    Job DescriptionJob DescriptionThis Jobot Job is hosted by: Jeana PatelAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $65,000 - $85,000 per yearA bit about us:A well established Boutique Business, Tax, and Estate Planning firm in central Boston is seeking a legal assistant to join the team! The firm has...

  • Real Estate Paralegal

    2 weeks ago

    Boston, United States Gillard Associates Full time

    Job DescriptionJob Description  REAL ESTATE Handle Commercial Real Estate transactions, Prepare and revise Real Estate closing documents and exhibits.Review due diligence documentation.Prepare title and survey comments and coordinate with title company and surveyor.Order and review searches (pending suits, judgments, tax liens and UCCs).Prepare Closing...

  • Real Estate Paralegal

    2 weeks ago

    Boston, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half's is currently partnering with a Commercial Real Estate company with offices across the country in their search for a Commercial Real Estate Paralegal.Requirements: 2+ years' experience in the Commercial Real Estate space as a Paralegal Experience with commercial closings, drafting and managing various...

  • Real Estate Paralegal

    4 weeks ago

    Boston, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half's is currently partnering with a Commercial Real Estate company with offices across the country in their search for a Commercial Real Estate Paralegal.Requirements: 2+ years' experience in the Commercial Real Estate space as a Paralegal Experience with commercial closings, drafting and managing various...

  • Real Estate Paralegal

    4 days ago

    Boston, United States Gillard Associates Full time

    Job DescriptionJob Description  REAL ESTATE Handle Commercial Real Estate transactions, Prepare and revise Real Estate closing documents and exhibits.Review due diligence documentation.Prepare title and survey comments and coordinate with title company and surveyor.Order and review searches (pending suits, judgments, tax liens and UCCs).Prepare Closing...

  • Associate, Trusts and Estates

    2 months ago

    Boston, United States Rubin and Rudman LLP Full time

    Associate, Trusts and Estates Rubin and Rudman LLP, a prominent mid-size law firm based in Boston, is seeking a senior level associate to join our Trusts and Estates practice. As one of the largest and most renowned trusts and estates practices in Massachusetts, this group is a cornerstone of our firm's success. The ideal candidate will have a minimum of...

  • Trusts and Estates Attorney

    3 weeks ago

    Boston, Massachusetts, United States Rubin And Rudman Llp Full time

    Job DescriptionRubin and Rudman LLP, a prominent mid-size law firm based in Boston, is seeking a senior level associate to join our Trusts and Estates practice. As one of the largest and most renowned trusts and estates practices in Massachusetts, this group is a cornerstone of our firm's success.The ideal candidate will have a minimum of five years of...