Paralegal - Estate Planning, Trust Funding, and Probate/Settlement in Boston, MA| LawFirmStaff

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Title : Paralegal - Estate Planning, Trust Funding, and Probate/Settlement

Location : Massachusetts - Boston
Refer to Job # NSHI815858


Paralegal - Estate Planning, Trust Funding, and Probate/Settlement Duties: 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. Provide attorney support as needed on matters of estate administrations, including probates and trust settlements. Communicate with clients, courts, personal representatives and trustees, and other parties to provide and obtain information and documentation on matters. 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). Qualifications: Should preferably have a Bachelor's degree. Some experience as either an estate administration or estate planning paralegal is preferred. Superior communication skills (both oral and written). excellent organizational skills. General computer and technological literacy, with fluency in Microsoft Office products (Word, Excel, PowerPoint, and Outlook), Adobe Acrobat, and the Windows platform are required. Basic knowledge of probating estates and settling trusts. A strong interest in the subject matter and the desire to learn are mandatory. Should be proactive self-starters. Must have a high level of dedication, discipline, and professionalism. An eye for detail and the ability to multi-task and meet deadlines are paramount. The ability to maintain confidentiality, be discrete about sensitive client information and possess the highest integrity is fundamental. The ability to quickly develop functional knowledge of new software platforms is imperative. Ability to establish rapport and credibility with clients. Ability to work independently as well as effectively as part of a team.
 
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