Associate Attorney - Trusts & Estates in Boston, MA| LawFirmStaff

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Title : Associate Attorney - Trusts & Estates

Location : Massachusetts - Boston
Refer to Job # KYCE702881


Associate Attorney - Trusts & Estates Duties: Provides an opportunity to work collaboratively, both internally with colleagues and externally with client advisors and other parties, to participate meaningfully in the management of client files and the oversight of client relationships. 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); 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 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. Will be expected to assume responsibility for projects/tasks that are assigned and follow through to completion. Requirements: 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. The ability to maintain confidentiality, be discrete about sensitive client information, and possess the highest integrity is fundamental to this position. Should be proactive self-starters (highly motivated problem solvers) who possesses the ability to work effectively under pressure with moderate supervision. Must also have superior communication skills (both oral and written), excellent organizational skills, and a high level of dedication, discipline, and professionalism. An eye for detail and the ability to multi-task and meet deadlines are paramount. General computer and technological literacy, with fluency in Microsoft Office products (Word, Excel, PowerPoint, and Outlook), Adobe Acrobat, and the Windows platform is required. The Firm also currently uses a client/contact management and calendaring software, a HotDocs based estate planning software, a tax preparation software, trust funding software, and estate and trust inventory and accounting software. Ability to quickly develop functional knowledge of new software platforms is imperative.
 
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