Trust & Estates Paralegal
About the Role
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Beacon Hill Legal is seeking an experienced Senior Trust & Estate Paralegal to join its Trusts, Estates & Wealth Preservation practice. This role partners closely with attorneys and other professionals to manage sophisticated estate and trust matters from inception through completion while delivering responsive, high-quality client service.
Key Responsibilities
- Prepare probate documents, court petitions, related filings, and federal and state estate, inheritance, income, and gift tax returns.
- Administer estate and trust assets from inception through termination, including gathering information, coordinating valuations, maintaining accountings, transferring assets, and overseeing beneficiary distributions.
- Conduct due diligence and document reviews, and produce polished final deliverables for internal and external stakeholders.
- Serve as a primary contact for attorneys, clients, opposing counsel, beneficiaries, and third parties while supporting special projects and training junior team members.
Qualifications
- Bachelor’s degree, or an associate degree with a paralegal certificate, plus at least five years of trust and estate administration experience in a law firm or corporate legal department.
- Experience preparing estate, inheritance, income, and gift tax returns, with proficiency in Microsoft Office, PDF tools, document management systems, and timekeeping software.
- Strong communication, analytical, organizational, and client-service skills, with exceptional attention to detail and discretion in handling confidential matters.
- Ability to manage competing deadlines, train junior team members, meet billable-hour requirements, and work overtime or travel as needed.
Compensation & Benefits
The organization offers a competitive benefits package that may include medical, dental, and vision coverage; retirement and profit-sharing programs; short- and long-term disability coverage; life insurance; tuition reimbursement; paid time off; paid holidays; and discretionary bonuses.
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, 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.
We look forward to working with you.