Russell Tobin ยท 3 hours ago
Trust and Estates Paralegal
Boston, MA
Full-time
Onsite
Senior Level
$90K/yr - $98K/yr
5+ years expRussell Tobin is seeking a Trust and Estates Paralegal to support attorneys within their trusts and estates practice. The successful candidate will manage trust and estate administration matters, assist with tax returns, and communicate with clients and third parties.
ConsultingHuman ResourcesLegalStaffing Agency
Responsibilities
Managing trust and estate administration matters for complex and taxable estates, including preparation and filing of Massachusetts probate forms
Assisting attorneys with the preparation of Massachusetts and federal estate tax returns and gift tax returns (familiarity with MassTaxConnect and GEMS software is a plus)
Communicating directly with clients, fiduciaries, financial advisors, accountants, and other third parties (including requests for date-of-death valuations and appraisals, and correspondence with probate courts)
Supporting attorneys with estate planning matters, including client intake, preparation of engagement letters, explanatory correspondence, and funding instructions
Drafting and proofreading related estate planning documents such as durable powers of attorney, health care proxies, living wills, HIPAA authorizations, and basic funding documents
Retrieving deeds from online registries and preparing deeds, trustee certificates, and homestead declarations in connection with estate planning
Maintaining calendars and tracking key deadlines, including probate filings, tax filing and payment deadlines for estates and trusts, and estate plan execution dates
Qualification
Required
At least five (5) years of experience as a paralegal in a law firm, with a focus on estate planning and/or probate and trust administration
Strong written and verbal communication skills, excellent proofreading abilities, and close attention to detail
Proficiency with Microsoft Office applications (Word, Outlook, Excel), document management systems such as NetDocs, and working with PDF documents
Outstanding organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced and evolving environment
Professional and courteous demeanor when interacting with clients, families, and advisors
Ability to maintain confidentiality and appropriately handle sensitive information
Willingness to learn new skills and adapt to changing processes and workflows
Preferred
Familiarity with MassTaxConnect and GEMS software is a plus
Benefits
Comprehensive health insurance coverage
401(k) retirement plan
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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