Paralegal for Estate and Trust Administration - posted 2/7/20

Paralegal for Estate and Trust Administration - posted 2/7/20

Company Name: 
Knudsen Burbridge, P.C.
FT/PT Status: 
Full Time
Location
Wakefield, MA
MA
Salary Range: 
$28/hr - $33/hr
Job Summary: 

FOR A FULL DESCRIPTION, VISIT http://www.kbmlawfirm.com/employment. 

Summary

Supervisor: James R. Knudsen and David J. Burbridge
FLSA Status: Non-exempt, hourly employee
Rate: $28.00/hr - $33.00/hr, depending on experience

Who we are

You will be joining a thriving estate planning and administration firm with a small, committed team of attorneys, paralegals, and other professionals. We provide highly-tailored legal services for clients in a variety of estate and wealth planning scenarios, including estate and gift tax planning and administration; trust creation and administration; Medicaid planning, qualification, and administration; business transactions and charitable organizations; litigation related to each of these areas, and more!

What we offer

You will be part of a successful legal practice in a small-office environment—without the Boston commute, but with the same benefits!

  • Medical/Dental/Vision and Flexible Spending Account (FSA);
  • 401k with employer matching contributions;
  • Paid time off and additional paid holidays;
  • Annual, performance-based base pay increases; and
  • Occasional paid professional development opportunities.

What excites you

You want to serve clients by simplifying complicated estate and trust administration scenarios. You are excited when you figure out better ways of doing your work because you realize accuracy and consistency can always be improved. You are comfortable with working at the intersection of many different stakeholders, including supervising attorneys, clients, trust and estate fiduciaries, beneficiaries, courts, tax accountants, financial advisors, financial organizations, opposing counsel, and many others!

Your responsibilities

When you are driving the estate and trust administration process, you can expect to do any number of the following tasks each day:

  • Track and meet all tax, trust administration, and probate court deadlines;
  • Draft letters; pleadings for probate, guardianships, and conservatorship matters with the probate court; and other relevant administration documents;
  • Draft correspondence and memoranda to courts, attorneys, and clients;
  • Gather documents and information from clients and others;
  • Facilitate asset transfers;
  • Confirm beneficiaries and distribute assets accordingly;
  • Represent attorney by communicating requests for and obtaining information;
  • Follow-up on delegated assignments, discerning when to act and when to refer matters to the attorney;
  • Preparing federal/state gift and estate tax returns; and
  • Prepare accounts for trusts and estates.

In general, you will also know how to do the following:

  • Ensure that work is completed and deadlines are met;
  • Conserve attorney time by carefully reviewing all work;
  • Practice excellent written and oral communication skills with all colleagues, clients, and contacts;
  • Exhibit exemplary accountability and personal responsibility; and
  • Answer phones and “pitch-in” with other, similar administrative duties at the firm as needed.
Requirements or Qualifications: 

FOR A FULL DESCRIPTION, VISIT http://www.kbmlawfirm.com/employment. 

Your prior experience

When you begin this position, you will have a proven record of using your excellent analytical abilities and keen attention to detail to serve legal clients. Your resourcefulness, time management, organizational skills, and ability to prioritize multiple tasks with changing priorities will serve you well as you manage legal projects.

Specifically, you will have spent 3-5 years doing the following:

  • Driving the estate and trust administration process with clients, courts, attorneys, brokers, advisors, realtors, insurance representatives, and others to ensure the orderly post-mortem administration of trusts and estates;
  • Explaining complicated estate and trust administration and procedure to lay clients and non-legal professionals in person, by phone, or in writing;
  • Preparing Massachusetts (Form M-706) and Federal (Form 706) estate tax returns, including related filings like the M-4422 and the M-4768, and also Federal gift tax returns (Form 709); and
  • Preparing opening, supporting, and closing pleadings for a range of Massachusetts probate estate matters, and Guardianship and Conservatorship matters; and
  • Supporting attorneys in dealing with contested estates and trusts, including disputes regarding administration.

Technologically, you will have an intermediate-to-expert understanding of the following:

  • Microsoft Word, Outlook, and Excel;
  • Adobe Acrobat DC Standard; and
  • Other office hardware such as printers, copiers, scanners, and digital and paper filing systems.
  • We prefer that you also have the following experience and qualification:
  • Bachelors or Associates degree;
  • Paralegal Certificate;
  • Prior use of a cloud-based law practice management platform, like LEAP;
  • Preparing probate pleadings in New Hampshire;
  • Administering estates with ancillary pleadings in jurisdictions outside of Massachusetts, within and outside of the United States. 
Application Process: 
In-person interview with owner/supervisors.
Selection Criteria: 
Prior experience with estate and trust administration, including estate and gift tax, probate administration, and accounting.
Application Due Date: 
February 13 2020
Additional Information: 
Are you interested? It means a lot that you would consider joining our team! Please follow the instructions for completing our application at http://www.kbmlawfirm.com/employment. Principals only. Recruiters and those with unsolicited business should NOT make contact.