Trusts and Estates Paralegal / Executive Assistant

Location: Hadley, MA

Description: Bulkley Richardson is seeking a Trusts and Estates paralegal for our growing Hadley office. Full-time hours from 8:30 to 5:30, OT required at times for this non-exempt position. Must be MS Office proficient and must possess excellent communication and organizational skills. Multitasking and teamwork are necessary. We are willing to train the right candidate.

Responsibilities:

  • Collecting data regarding client’s assets such as bank accounts, investments and real estate holdings.
  • Evaluating client’s assets, financial situation and creditors’ claims.
  • Preparing inventories and accounts.
  • Preparing probate forms.
  • Assisting with drafting trusts, wills and related documents.
  • Assembling documents for estate planning.
  • Meeting with and exercising compassion for clients, including those whose relatives have passed away and individuals with disabilities and their relatives.
  • Communicating with clients, probate courts, taxing authorities and financial institutions on a frequent basis.
  • Collaborating with attorneys and team members on a daily basis.
  • Providing general administrative support to the office as needed.

Qualifications:

  • Bachelor’s Degree.
  • Ability to communicate effectively with attorneys, staff and team members.
  • Ability to deliver a high standard of client service in a fast-paced environment.
  • Ability to prioritize and handle multiple tasks simultaneously.
  • Experience in a law firm, and particularly with a Trusts and Estate practice, a plus.

Full benefits including insurances, 401(k) plan and free parking. Please visit our Trusts and Estates page to learn more about this practice area and our Hadley office.

Contact Info: Please forward your resume and references to Kait Kehoe at kkehoe@bulkley.com.