Paralegal

This position provides comprehensive support to attorneys in the Trusts and Estates group. The ideal candidate will have a minimum of five (5) years of recent experience in a similar role and demonstrate strong organizational and case-management skills. The paralegal must be able to support multiple attorneys simultaneously while managing varied and competing priorities.

• Assist with trust and estate administration for complex and taxable estates, including the preparation and filing of Massachusetts probate forms.
• Support attorneys in the preparation of Massachusetts and federal estate tax returns, as well as gift tax returns (experience with Mass Tax Connect  and GEMS software is a plus).
• Communicate directly with clients, fiduciaries, financial advisors, accountants, and other third parties, including requesting date-of-death valuations, appraisals, and corresponding with probate courts.
• Provide support in estate planning matters, including client intake, preparation of engagement letters, explanatory correspondence, and funding instructions.
• Prepare and proofread ancillary estate planning documents, such as durable powers of attorney, health care proxies, living wills, HIPAA authorizations, and basic funding documents.
• Obtain deeds from online registries and draft deeds, trustee certificates, and homestead declarations in connection with estate planning matters.
• Calendar, monitor, and track critical deadlines, including probate filings, tax filing and payment deadlines for estates and trusts, and estate plan signing schedules.
• Perform other duties and responsibilities as assigned.

• Minimum of five (5) years of experience as a paralegal in a law firm, with a focus on estate planning and/or probate and trust administration.
• Excellent written and verbal communication skills, with strong proofreading abilities and attention to detail.
• Proficiency in Microsoft Office (Word, Outlook, Excel), document management systems such as Net Documents, and working with PDF files.
• Strong organizational skills with the ability to prioritize tasks and manage deadlines in a fast-paced, dynamic environment.
• Ability to interact with clients, families, and professional advisors in a courteous, professional, and empathetic manner.
• Proven ability to maintain confidentiality and handle sensitive information with discretion.
• Willingness and ability to learn new skills and adapt to evolving workflows.

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.