Paralegal - Trust and Estates

1 month 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 attorneys as necessary. A strong foundation in probate, accounting and estate taxes is essential, along with excellent mathematical, organizational, and technological skills.

The team fosters a collaborative environment across various locations, encouraging paralegals to both mentor others and seek mentorship. The ideal candidate will exhibit compassion while interacting with clients who may be experiencing loss or stress. The role demands outstanding organizational abilities, client service orientation, communication skills, sound judgment in managing information, and the capacity to meet deadlines in a fast-paced setting. Flexibility for overtime may be required, and the ability to multitask and adapt to changing priorities and technologies is essential.

Responsibilities:

  • Identify, gather, and value assets; prepare various probate and accounting documents.
  • Prepare accountings for estates and trusts.
  • Review and interpret wills and trust agreements in collaboration with attorneys to implement plans during estate and trust administration and fund trusts.
  • Complete death tax returns, including federal and state estate tax returns.
  • Conduct basic research using various resources as needed.

Education and Experience:

  • Bachelor's degree and paralegal certification (or equivalent).
  • Familiarity with court procedures and regulatory agencies.
  • Experience in probate is required.
  • Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), PDF software, scanning and production utilities, and document management software.
  • Experience with tax preparation and accounting software (e.g., FastTax, ProSystems).
  • Knowledge of IRS Form 706 is preferred.
  • Eagerness to learn new software and technologies, with a commitment to ongoing training to enhance skills.
  • Understanding of basic business relationships and principles of client confidentiality.

  • Trust & Estates Administrative Paralegal

    2 months 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

    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 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

    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

    4 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

    4 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

    4 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

    4 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

    4 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

    3 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

    3 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

    1 month 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

    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...

  • 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

    4 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...

  • Commercial Real Estate Paralegal

    1 month 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

    3 weeks 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...

  • Senior Trusts and Estates Attorney

    4 weeks ago

    Boston, Massachusetts, United States Rubin and Rudman LLP Full time

    Job Summary: Rubin and Rudman LLP, a prominent mid-size law firm based in Boston, is seeking a senior level attorney 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.Key Responsibilities:Drafting and reviewing estate planning and...

  • Commercial Real Estate Paralegal

    1 month ago

    Boston, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half is partnering with a law firm in their search for a Commercial Real Estate Paralegal. This hybrid role can work out of the firms Boston Providence office. Possess a minimum of 10 years of experience in a commercial real estate paralegal role.Experience reviewing title commitments, surveys, and exception...