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Location : Massachusetts - CANTON
Refer to Job # MEYI703235
Paralegal/Legal Assistant - Part Time/Flexible Hours DUTIES: Assist with general probate and trust administration (settling probate estates, estate and gift tax returns, trust and probate accountings, trust funding); Assist with the organization of supporting documents to applications; Communicate with clients, courts, personal representatives and trustees regarding a probate, trust administration, estate plan design, application or application for VA benefits; Assist with document generation and review. Handling case management from inception of file to close of matter. Managing a process for documenting follow-ups and closing files. Perform other duties including production of documents, drafting correspondence, assembling estate planning document for binders, and assist the administrative assistant as needed.
Qualifications: A Law student, recent Law school graduate, or paralegal/legal assistant with the appropriate estate planning/elder law experience. Must have 2+ years experience in an estate planning, trust administration, and/or elder law practice. Excellent oral and written communication skills. High level of professionalism. Excellent organization skills. Strong desire to learn continually and grow professionally. Ability to work effectively under pressure to meet deadlines. Ability to prioritize and multitask. Work independently, as well as part of a team, and have basic problem solving skills. Strong attention to detail. Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM systems required (Clio highly desirable). Experience with WealthDocx, ElderDocx, FundingPro, SettlementPro and GEMS highly desired.
Email: firstname.lastname@example.org NO CALLS PLEASE
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