Fiduciary Litigation Paralegal

Rubin Rudman

$75K — $130K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience in litigation, probate, and fiduciary matters is preferred but not mandatory.
  • Ability to manage sensitive situations and communicate effectively with clients under emotional stress.
  • Demonstrated integrity in personal and fiduciary responsibilities.
  • Capacity to prioritize tasks and work effectively in a high-pressure environment.
  • Meticulous attention to detail, with a strong emphasis on meeting deadlines.
  • Excellent interpersonal skills for diverse interactions with attorneys, staff, and clients.
  • Proficiency in Microsoft Excel.

Responsibilities

  • Prepare all Probate Court filings related to estate administration, trusts, and guardianships.
  • Draft correspondence to clients, courts, and opposing counsel.
  • Coordinate with courts for e-filing and traditional filing methods.
  • Process and coordinate required notice documents for legal proceedings.
  • Follow up on outstanding matters with courts and utilize Virtual Registries.
  • Gather financial information from institutions and obtain relevant real estate and tax documents.
  • Assist in discovery tasks by maintaining discovery trackers.

Benefits

  • Comprehensive health, vision, and dental insurance.
  • Life and disability insurance coverage.
  • 401(k) retirement savings plan.
  • Paid time off and holidays included.
Full Job Description
Fiduciary Litigation Paralegal

Rubin Rudman is seeking a self-motivated Fiduciary Litigation Paralegal to assist the attorneys in the Fiduciary Litigation Department. The Paralegal will prepare court filings, interact with various courts, draft motions and assist the attorneys in all aspects of litigation and ensure the attorneys are prepared for court appearances. The Paralegal must maintain positive contact with attorneys and staff and observe confidentiality of client and firm matters.

Responsibilities
  • Prepare all Probate Court filings, including documents related to estate administration, trust matters and guardianship/conservatorship cases. Occasionally assist with preparation of motions, affidavits and other written pleadings.
  • Prepare correspondence to clients, interested parties, courts and opposing counsel.
  • Coordinate with various courts on e-filing, mail filing and hand-filing.
  • Process required notice, including newspaper publications and coordinate service on interested parties.
  • Follow-up with various courts on outstanding matters, and use of the Virtual Registries.
  • Contact financial institutions to obtain financial information and documentation.
  • Obtain miscellaneous real estate and tax documents.
  • Assist with various aspects of discovery, including monitoring and maintaining discovery trackers.
  • Create and maintain pleadings indexes.
  • Organize, scan, copy, and fax legal documents in a timely manner.
  • Record billable time daily.
  • Attend Paralegal, Staff and Department meetings.
  • Handle special projects or additional responsibilities as assigned from time to time by the attorneys in the Trusts and Estates Department.


Knowledge, Skills, and Abilities
  • Experience with litigation, probate and fiduciary matters a plus, but not necessary.
  • Ability to work with clients in difficult, stressful and emotional situations.
  • Ability to demonstrate impeccable integrity in personal and fiduciary matters.
  • Ability to adapt quickly, effectively prioritize, and work well in a rapidly changing and high-pressure environment.
  • Strong attention to detail and ability to meet deadlines.
  • Interpersonal skills necessary in order to communicate with a diverse group of attorneys, staff and clients and provide information and "customer service" with courtesy and tact.
  • Working knowledge of Microsoft Excel.


Compensation

The firm's expected salary range for this position is $75,000 - 130,000 annually. Actual salary will be determined based on education, experience, internal equity, and other job-related factors, consistent with applicable law.

The firm offers benefits including comprehensive health, vision, and dental insurance, life and disability insurance, 401(k) retirement savings, and paid time off and holidays.

Location

This full-time hybrid role is based in our Boston office at 53 State Street.

This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management's discretion, the employee may be assigned different or additional duties from time to time. This position is a non-exempt role and work occasionally requires more than 35 hours per week to perform the essential duties of the position.

Qualified applicants must be able to complete essential duties and responsibilities with or without reasonable accommodation(s).

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