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Title : Estate Planning Paralegal
Location : Massachusetts - BostonRefer to Job # JQDW725945
Estate Planning Paralegal Duties: Communicate with clients, courts, personal representatives and trustees, and other parties to provide and obtain information and documentation on matters; Preparation and review of 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 and irrevocable 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 preparation of engagement letters, assembling estate planning documents for client signings, managing schedules, coordinating meetings, providing phone support, and file maintenance (scanning and shredding of documents);Proficiency in MS Word, Excel and PowerPoint. Qualifications: Must have 3-5 years of experience in the legal or legal support area. Experience in corporate formation and maintenance and real estate matters is a plus. Exceptional communication skills, the ability to multi-task, prioritize tasks and follow through to completion.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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