Trusts and Estates Paralegal to support attorneys in the Trusts & Estates Department. Based in the firm's Westborough, Massachusetts office. This role provides paralegal support across estate planning, probate and trust administration, and guardianship and conservatorship matters.
Responsibilities- Assist attorneys with all phases of probate and trust administration.
- Identify, gather, organize, and value estate and trust assets.
- Review and organize bank statements, investment records, and other financial documentation.
- Prepare estate inventories, accountings, probate filings, and supporting documentation.
- Assist with MassHealth applications, including gathering financial information and preparing supporting documentation.
- Draft estate planning documents, including wills, trusts, powers of attorney, health care proxies, and related documents under attorney supervision.
- Prepare and coordinate probate court filings and monitor court requirements and deadlines.
- Communicate professionally with clients, beneficiaries, fiduciaries, financial institutions, courts, government agencies, accountants, financial advisors, and other professionals.
- Manage matter deadlines, calendars, client meetings, and document execution sessions.
- Maintain accurate records of court filings and proceedings.
- Prepare correspondence, memoranda, reports, and status updates with a high degree of accuracy.
- Enter billable time and assist with billing and invoice review as needed.
- Maintain strict confidentiality of client and firm information.
- Occasional travel to courts, the firm's Boston office, or client meetings may be required.
Knowledge, Skills, and Abilities- Associate's degree or equivalent combination of education and relevant experience, bachelor's degree preferred.
- Paralegal experience or Paralegal Certificate preferred but not required.
- Ability to review and organize financial records, including bank statements, investment accounts, and asset documentation.
- Familiarity with Massachusetts Probate and Family Court procedures preferred.
- Experience with MassHealth applications and eligibility requirements preferred.
- Strong written and verbal communication skills.
- Ability to work effectively and professionally with clients, exercising patience and tact.
- Excellent attention to detail, organization, time management, and follow-through.
- Ability to manage multiple matters and competing deadlines.
- Proficiency with Microsoft Word, Excel, and Outlook; experience with document-management and time-and-billing systems preferred.
- Sound judgment and the ability to handle confidential information with professionalism and discretion.
- Ability to work independently, take initiative, and consistently follow through on assignments.
CompensationThe 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.
LocationThis full-time on-site role is based in our Westborough, MA office location.
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).
