What are the responsibilities and job description for the Paralegal, Trust & Estates (AmLaw100) position at Plona Partners?
Position: Trust & Estates Paralegal
Ranking: AmLaw100
Location: Boston, MA
Compensation: $100,000 - $135,000
Onsite Logistics: Hybrid 3 Days a week
As a Paralegal, your duties and responsibilities may include the following:
- Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns
- Understands probate process and prepares probate documents (Illinois preferred)
- Prepares estate and trust accountings; analyzes and organizes records and documents
- Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts
- Performs tax and legal research using library and online resources
- Reviews and drafts estate planning and other legal documents
- Assists with business transactions
- Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books
- Handles governmental, agency and court filings
- Meets and directly communicates with clients
- Maintains docket of all estate, trust and court dates
- Maintains 1,500 billable hours annually
Qualifications & Required Experience:
- Bachelor’s degree required
- Minimum of 5 years of work experience as a paralegal in a law firm or a specialized litigation practice firm required.
- ABA-approved paralegal certificate preferred
- Expertise in tax, estate planning and estate administration preferred
- Accounting experience preferred
Salary : $100,000 - $135,000
