Trusts & Estates Paralegal

Responsibilities

• Aid in trust and estate administration, including obtaining tax identification numbers.
• Support attorneys in estate planning, such as drafting wills, trusts, powers of attorney, health care proxies, funding documents, and correspondence.
• Prepare and file probate administration documents with Massachusetts and New Hampshire Probate and Family Courts.
• Handle estate tax and gift tax returns.
• Communicate with clients, fiduciaries, financial advisors, accountants, appraisers, financial institutions, and other third parties.
• Prepare deeds, trustee certificates, homestead declarations, and other estate planning documents.
• Manage assignments of interest documents and track execution and compilation of exhibits for complex estate planning transactions.
• Organize calendars and track critical deadlines, including probate filings, tax return due dates, and estate plan signings.
• Maintain organized client files and assist with ongoing matter management.

Requirements

• At least 5 years of paralegal experience in trusts & estates.
• Strong experience in supporting estate planning, probate, and trust administration matters.
• Knowledge of Massachusetts probate and trust administration procedures.
• Excellent written and verbal communication skills, proofreading ability, and attention to detail.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to interact professionally with clients, families, fiduciaries, and professional advisors.
• Experience using Microsoft Office Suite and legal document management systems.
• Confidentiality and handling sensitive information.
• Paralegal certificate preferred but not required.