Overview

Estate & Trust Administration Paralegal Jobs in Boston – Massachusetts – USA at Devana Group

Position:  Estate & Trust Administration Paralegal

Estate and Trust Administrative Paralegal

A leading law firm based in Boston, MA specializing in estate planning, trust administration, and probate law. Our team of experienced attorneys and paralegals is dedicated to providing high-quality legal services to our clients, helping them navigate the complexities of estate and trust matters.

Job Summary:

We are seeking a highly organized and detail-oriented Estate and Trust Administrative Paralegal to

join our team

. The successful candidate will be responsible for providing administrative support to our estate planning and trust administration attorneys, as well as assisting with client communications and document preparation.

Key Responsibilities:

– Assist attorneys with drafting and reviewing estate planning documents, including wills, trusts, and powers of attorney

– Prepare and file probate and trust administration documents with the court

– Maintain and organize client files, including managing deadlines and tracking important dates

– Communicate with clients, financial institutions, and other parties involved in estate and trust matters

– Conduct legal research and prepare summaries for attorneys

– Coordinate and schedule meetings, appointments, and court hearings

– Assist with the preparation of tax returns and other financial documents

– Handle incoming calls and emails, and direct inquiries to the appropriate person

– Other administrative tasks as needed to support the attorneys and clients

Qualifications:

– Bachelor’s degree and/or paralegal certificate from an accredited program

– 2+ years of experience as an estate and trust paralegal

– Strong understanding of estate planning and trust administration processes

– Proficient in Microsoft Office and legal research databases

– Excellent organizational and time-management skills

– Strong

attention to detail

and ability to prioritize tasks

– Excellent written and verbal

communication skills

Ability to

handle confidential information with discretion

Experience with

tax preparation and filings is a plus

Benefits:

Competitive salary

– Health, dental, and vision insurance

401(k) plan

with company match

Paid time off

and holidays

– Professional development opportunities

Collaborative

and supportive

work environment

If you are a motivated and dedicated individual with a passion for estate and trust law, we encourage you to apply for this

exciting

opportunity.

Join our team

at Devana Group and be part of a

dynamic

and growing law firm.

Title: Estate & Trust Administration Paralegal

Company: Devana Group

Location: Boston – Massachusetts – USA

Category: Law/Legal, Administrative/Clerical

 

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