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Title : Associate Attorney - Trusts & Estates

Location : Massachusetts - Boston
Refer to Job # KZXM702321

Associate Attorney - Trusts & Estates The candidate will conduct estate administrations, including probates and trust settlements (and preparation of requisite inventories and accountings), under the supervision of attorneys. Communicate with clients, courts, personal representatives and trustees, and other parties to provide and obtain information and documentation on matters. Assist with the preparation of Massachusetts and Federal estate and gift tax returns (Form 706 and Form 709). Prepare and review certain trust funding documents including deeds, beneficiary designation forms, change of ownership forms, company-specific account forms, etc. Assist with the preparation of highly customized foundational estate planning documents (i.e. revocable trusts, wills, powers of attorney, health care proxies, etc.). Perform traditional paralegal duties including producing various documents, correspondence, and memos as necessary. Perform certain traditional administrative duties including assembling estate planning documents for presentation to the client, managing schedules, coordinating meetings, providing phone support, and file maintenance (scanning and shredding of documents). Assist with Firm marketing endeavors by creating/editing presentations for professional groups, crafting certain marketing materials, monitoring certain social media presence, and tracking outcomes of marketing initiatives. 1-3 years of experience as either an estate administration or estate planning paralegal is required, including at least a basic knowledge of probating estates and settling trusts. A strong interest in the subject matter and the desire to learn is mandatory. Superior communication skills (both oral and written), excellent organizational skills, and a high level of dedication, discipline, and professionalism required. General computer and technological literacy, with fluency in Microsoft Office products (Word, Excel, PowerPoint, and Outlook), Adobe Acrobat, and the Windows platform is required.

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