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Trusts & Estates Paralegal

Beacon Hill

\u003Ch4\u003E\u003Cstrong\u003E\u003Ca id=\"myCustomID\" href=\""\u003ETo Apply for this Job Click Here\u003C\/a\u003E\u003C\/strong\u003E\u003C\/h4\u003E\u003Cp\u003ENew England law firm seeks a strong Trusts \u0026amp; Estates Paralegal to support their Attorneys in their Westborough office.\u003C\/p\u003E\u003Cp\u003EMUST have:\u003C\/p\u003E\u003Cp\u003E3+ years\u0026#8217; T\u0026amp;E experience \u003C\/p\u003E\u003Cp\u003EHigh attention to detail\u003C\/p\u003E\u003Cp\u003EParalegal certificate a plus\u003C\/p\u003E\u003Cp\u003EThis role provides paralegal support across estate planning, probate and trust administration, and guardianship and conservatorship matters.\u003C\/p\u003E\u003Cp\u003E\u003Cstrong\u003EResponsibilities\u003C\/strong\u003E\u003C\/p\u003E\u003Cul\u003E\u003Cli\u003EAssist attorneys with all phases of probate and trust administration.\u003C\/li\u003E\u003Cli\u003EIdentify, gather, organize, and value estate and trust assets.\u003C\/li\u003E\u003Cli\u003EReview and organize bank statements, investment records, and other financial documentation.\u003C\/li\u003E\u003Cli\u003EPrepare estate inventories, accountings, probate filings, and supporting documentation.\u003C\/li\u003E\u003Cli\u003EAssist with MassHealth applications, including gathering financial information and preparing supporting documentation.\u003C\/li\u003E\u003Cli\u003EDraft estate planning documents, including wills, trusts, powers of attorney, health care proxies, and related documents under attorney supervision.\u003C\/li\u003E\u003Cli\u003EPrepare and coordinate probate court filings and monitor court requirements and deadlines.\u003C\/li\u003E\u003Cli\u003ECommunicate professionally with clients, beneficiaries, fiduciaries, financial institutions, courts, government agencies, accountants, financial advisors, and other professionals.\u003C\/li\u003E\u003Cli\u003EManage matter deadlines, calendars, client meetings, and document execution sessions.\u003C\/li\u003E\u003Cli\u003EMaintain accurate records of court filings and proceedings.\u003C\/li\u003E\u003Cli\u003EPrepare correspondence, memoranda, reports, and status updates with a high degree of accuracy.\u003C\/li\u003E\u003Cli\u003EEnter billable time and assist with billing and invoice review as needed.\u003C\/li\u003E\u003Cli\u003EMaintain strict confidentiality of client and firm information.\u003C\/li\u003E\u003Cli\u003EOccasional travel to courts, the firm\u0026#8217;s Boston office, or client meetings may be required.\u003C\/li\u003E\u003C\/ul\u003E\u003Cp\u003E\u003Cimg src=\""\u003E\u003C\/p\u003E\u003Cp\u003E\u003Cspan style=\"color: #ffffff\"\u003EL1481313BOS-DAS_1794341373\u003C\/span\u003E\u003C\/p\u003E\u003Ch4\u003E\u003Cstrong\u003E\u003Ca id=\"otherId\" href=\""\u003ETo Apply for this Job Click Here\u003C\/a\u003E\u003C\/strong\u003E\u003C\/h4\u003E

Vacancy posted 3 hours ago
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