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Estate Planning Paralegal

2 months ago

Boston, Massachusetts, United States Rubin and Rudman LLP Full time
Estate Planning Paralegal

Position Overview

Rubin 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 with colleagues and clients.

Primary Duties:

  • Draft and analyze legal documents
  • Engage with clients, legal professionals, and support staff
  • Prepare documentation for consultations and record minutes
  • Oversee estate management responsibilities
  • Examine financial data and generate reports
  • Support estate planning initiatives and trust establishment
  • Manage probate court filings and invoicing procedures
  • Systematize legal documents and records for efficient retrieval
  • Assist with tax documentation during the tax season

Qualifications:

  • Understanding of financial and legal management concepts
  • Background in Legal Secretarial work and Estate Planning Paralegal documentation
  • Excellent interpersonal communication skills

This job description may be revised periodically, and additional tasks may be assigned as necessary. Rubin and Rudman LLP is committed to providing equal employment opportunities.