Senior Trusts-estates Paralegal in Andover, MA| LawFirmStaff

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Title : Senior Trusts-estates Paralegal

Location : Massachusetts - Andover
Refer to Job # TCFI850492


Senior Trusts-Estates Paralegal The candidate will prepare estate planning documents such as wills, health care proxies, durable powers of attorney, and trusts; prepare probate pleadings including Petitions for Probate, Guardianship and Conservatorships, inventories and accounts, and follow-up with the Courts of probate matters; type forms 706, 709 under the direction of an attorney; obtain taxpayer-identification numbers where required; put together estate planning binders for clients. Draw deeds, trustee certificates, beneficiary certificates, and trust funding documents, including beneficiary designation forms; draw up real estate documents, file documents for recording at appropriate registries of deeds, and file tax information sheets with proper taxing authorities. Electronic filing of real estate documents with the Registries of Deeds and Registries of Probate. Prepare and file Articles of Organization, maintain corporate books, and order corporate kits as required. General computer and technological literacy; Fluency in Microsoft products (Word, Excel, PowerPoint, and Outlook); Adobe and Windows platform skills required; Experience with Lawmatics and Clio a plus; will be a mature self-starter, who presents well and has excellent interpersonal skills and a strong customer service orientation. Must be exceptionally well organized, pleasantly assertive, with superior attention to detail, and able to work with a minimum of supervision in a fast-paced environment; Work in the legal industry related to trusts and estates for 5+ years.
 
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