Trusts & Estates Paralegal

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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.

L1481313BOS-DAS_1794341373

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