Experienced Probate and Trust Paralegal

Company Description

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We are a boutique Estate Planning Law firm that is passionate about helping families plan their estates and also to help loved ones administer the estates of their loved ones. We are licensed to practice in Massachusetts and New Hampshire. .

Role Description

We are seeking a full-time Experienced Probate and Trust Paralegal to join our team at Kelly Longtin Law in North Andover, MA. As a paralegal, you will be responsible for assisting attorneys with all aspects of probate and trust matters. Some of the key responsibilities include:

• Prepare and file court documents, including pleadings, motions, petitions, and other legal documents.
• Assist with drafting estate planning documents, such as wills, trusts, and powers of attorney.
• Research legal issues and prepare legal memoranda.
• Assist with the administration of trusts, including asset transfers, trust funding, and distributions.
• Liaise with clients, accountants, financial advisors, and other professionals as needed.
• Maintain client files and organize documents.

This is an on-site role; remote work will not be possible for this position.

Qualifications

The ideal candidate for this role will possess the following qualifications:

• A minimum of 3 years of experience as a probate and trust paralegal.
• Excellent organizational and communication skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and ability to multitask in a fast-paced environment.
• Proficiency in Microsoft Office and other common business software.
• Associate or Bachelor’s degree in paralegal studies, or related field is preferred.
• Familiarity with Massachusetts probate, New Hampshire probate and trust procedures is preferred.

We are an equal opportunity employer and welcome candidates of all backgrounds and experiences to apply.