Current jobs related to Estate Planning and Trust Administration Paralegal - Boston Massachusetts - Devana Group

  • 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: ...

  • 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

    4 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

    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 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 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...

  • 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 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...

  • 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...

  • Estate Administrator

    2 months ago

    Boston, United States Hemenway & Barnes LLP Full time

    Estate AdministratorThe Estate Administrator is a specialist role responsible for guiding fiduciaries and clients through all phases of the estate administration process. The Estate Administrator directly supports the Partners of a sophisticated estate, trust, and guardianship practice. They work closely with clients, attorneys, and professional staff in a...

  • Estate Administrator

    4 weeks ago

    boston, United States Hemenway & Barnes LLP Full time

    Estate AdministratorThe Estate Administrator is a specialist role responsible for guiding fiduciaries and clients through all phases of the estate administration process. The Estate Administrator directly supports the Partners of a sophisticated estate, trust, and guardianship practice. They work closely with clients, attorneys, and professional staff in a...

  • Estate Administrator

    1 month ago

    Boston, United States Hemenway & Barnes LLP Full time

    Estate AdministratorThe Estate Administrator is a specialist role responsible for guiding fiduciaries and clients through all phases of the estate administration process. The Estate Administrator directly supports the Partners of a sophisticated estate, trust, and guardianship practice. They work closely with clients, attorneys, and professional staff in a...

  • 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...

Estate Planning and Trust Administration Paralegal

2 months ago

Boston Massachusetts, United States Devana Group Full time
About the Role

We are seeking a highly organized and detail-oriented Estate and Trust Administrative Paralegal to join our team at Devana Group. As a key member of our estate planning and trust administration team, you will provide administrative support to our attorneys and assist with client communications and document preparation.

Key Responsibilities
  • Assist attorneys with drafting and reviewing estate planning documents, including wills, trusts, and powers of attorney.
  • Prepare and file probate and trust administration documents with the court.
  • Maintain and organize client files, including managing deadlines and tracking important dates.
  • Communicate with clients, financial institutions, and other parties involved in estate and trust matters.
  • Conduct legal research and prepare summaries for attorneys.
  • Coordinate and schedule meetings, appointments, and court hearings.
  • Assist with the preparation of tax returns and other financial documents.
  • Handle incoming calls and direct inquiries to the appropriate person.
  • Perform other administrative tasks as needed to support the attorneys and clients.
Qualifications
  • Bachelor's degree and/or paralegal certificate from an accredited program.
  • 2+ years of experience as an estate and trust paralegal.
  • Strong understanding of estate planning and trust administration processes.
  • Proficient in Microsoft Office and legal research databases.
  • Excellent organizational and time-management skills.
  • Strong attention to detail and ability to prioritize tasks.
  • Excellent written and verbal communication skills.
  • Ability to handle confidential information with discretion.
  • Experience with tax preparation and filings is a plus.
What We Offer
  • Competitive salary.
  • Health, dental, and vision insurance.
  • 401(k) plan with company match.
  • Paid time off and holidays.
  • Professional development opportunities.
  • Collaborative and supportive work environment.