Trusts & Estates Paralegal
- Westborough, MA, United States
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Job details
- Apply by
- Experience
- 3+ years' T&E experience
- Posting language
- English
- Posted
Original job description
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.
New England law firm seeks a strong Trusts & Estates Paralegal to support their Attorneys in their Westborough office.
MUST have:
3+ years' T&E experience
High attention to detail
Paralegal certificate a plus
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. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
More about this job
Skills
- Paralegal
- Attention to detail
- Documentation
- Confidentiality
- Reporting