What are the responsibilities and job description for the Estate Paralegal position at The MH Group LLC?

Job Description

Description :

Position : Estate Planning / Real Estate Paralegal

Responsibilities :

Maintain a positive and professional demeanor in all interactions with colleagues, clients, and external parties.
Utilize paralegal experience to assist attorneys in estate planning matters.
Review and interpret financial documents, including bank statements and brokerage reports.
Address complex client inquiries promptly and accurately.
Coordinate with external vendors to gather necessary data and asset information.
Collaborate with external vendors to collect essential data and asset information.
Prepare estate tax returns with meticulous attention to detail.
Consistently meet deadlines efficiently.

Requirements : Qualifications :

2-3 years of experience as a paralegal in trust and estate planning (preferred).

Proficiency in reading and interpreting financial and brokerage reports.

Strong interpersonal and communication skills, both verbal and written.

Ability to work independently while also collaborating effectively within a team.

Highly organized, detail-oriented, and skilled at proofreading.

Self-motivated with a proactive approach to learning and problem-solving.

Capable of analyzing information to provide high-quality client service.

Additional Details :

This position is onsite, with eligibility for one hybrid workday after six months.

Competitive compensation package commensurate with experience and qualifications.

Experience :

Paralegal experience : 1 year (Required)

Lexis-Nexis : 1 year (Required)

Estate planning : 1 year (Required)

Salary Range

55,000 - $65,000 a year

IND1

Salary : $55,000 - $65,000

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The MH Group LLC

Northampton, MA Part Time

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