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Title : Trust & Estates Paralegal

Location : Massachusetts - Boston
Refer to Job # QQFM701325

The San Francisco office of this mid-size firm is engaged primarily in litigation and general business, although the firm boasts a solid regulatory and administrative law practice and a respectable labor/employment practice. The firm has a strong pro bono commitment; associates receive full billable hour credit for approved pro bono work and, overall, pro bono comprises 3-5% of all work. The billable hour target is 1850 and salaries are approximately 20% below market.
Trust & Estates Paralegal The candidate must have an experienced Trust & Estates paralegal who is highly motivated and customer-service oriented is sought for our Private Clients group to work collaboratively with internal colleagues and with external clients, advisors, and trust and tax professionals.A career at Nixon Peabody is the opportunity to do work that matters. It s the chance to use your knowledge to shape what s ahead. To share, to innovate, to learn at a firm that taps the power of collective thinking.We ve created a dynamic, energizing environment that promotes success for our clients and each other. We offer fast growth, connectedness and training in business as well as law. And our rigorous standards assure you are part of a diverse team of top talent at every turn.At Nixon Peabody, our priority is to attract, retain and promote talented individuals who have an array of racial, ethnic, social, economic, religious, professional, personal, and other backgrounds. Therefore, we encourage talented individuals with diverse backgrounds and experiences to apply.The candidate must have assist with all aspects of the administration of estates. Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Communication (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information or information to collect assets and/or liquidate assets. Preparation and transmittal of all necessary papers to transfer securities. Preparation and filing of claims for insurance proceeds and death benefits. Preparation and allowance of accounts in the probate court; preparation of trust accountings. Preparation of federal and state estate tax returns. Opening and closing estate accounts. Other responsibilities as client needs dictate. The candidate must have Bachelor s degree and paralegal certificate or appropriate job-related experience required. Minimum 5 years experience as a Trust & Estates Paralegal. Experience in probate matters, including drafting petitions and settlement of accounts. Experience preparing federal and state estate tax returns. Experience with trust administration, including the calculation and funding of trust shares. Working knowledge of fiduciary income tax. Excellent organizational, communication, analytical and critical thinking skills. Ability to work independently, plan and take the initiative to accomplish objectives in a timely manner. Client service skills and ability to manage projects and handle multiple competing priorities.

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