Law Firm
Woburn, MA
Legal Staff Paralegal in Woburn, MA
Legal Staff
Min 3 yrs required
No
Job Title: Trusts and Estates Paralegal
Job Responsibilities:
The Trusts and Estates Paralegal is tasked with a comprehensive range of duties essential to the administration of trusts and estates. Key responsibilities include:
- Managing all aspects of trust and probate administration.
- Drafting correspondence and legal documents pertinent to estate administration.
- Preparing asset spreadsheets and probate pleadings.
- Reviewing bank statements to ensure accuracy and compliance.
- Organizing and maintaining comprehensive client files.
- Preparing Massachusetts and . Estate Tax Returns, specifically Form 706.
- Demonstrating thorough knowledge of the Probate Court rules, procedures, and probate accountings.
- Utilizing trust accounting computer programs effectively.
- Providing the highest level of service to clientele, ensuring professionalism and teamwork in interactions with attorneys, co-workers, and clients.
Education and Experience Information:
Candidates for the Trusts and Estates Paralegal position should possess the following educational and professional qualifications:
- A minimum of three years of solid experience as a paralegal in the Trusts and Estates domain.
- An associate degree with a focus on paralegal studies is required, while a bachelor's degree from an ABA-approved paralegal program is preferred.
- Certification from the National Association of Legal Assistants (NALA) or the National Federation of Paralegal Associations (NFPA) is considered a plus.
- The candidate should exhibit attention to detail, dependability, and a high level of organization.
- Proficiency in computer skills, particularly with MS Office, iManage, and Adobe Acrobat, is essential.
- Strong problem-solving and analytical skills are necessary.
- Excellent proofreading abilities and the capacity for clear and concise communication are required.
Salary Information:
The text does not provide specific salary information for the Trusts and Estates Paralegal position.
Apr 24, 2025
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Jan 24, 2025
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