Trusts and Estates Paralegal
Location: Springfield, MA
Description: Premiere law firm in Springfield, MA is seeking a Trusts and Estates paralegal for its Springfield office. Full‑time hours from 8:30 to 5:30, OT required at times for this non-exempt position. Must be MS Office proficient, must possess excellent communication and organizational skills. Multitasking and teamwork are necessary.
Responsibilities include:
- 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.
Qualified candidates will have:
- 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.
- Paralegal certificate, a plus.
Full benefits including insurances, 401(k) plan and free parking.
Contact Info: Please forward your resume and references to Mindy Garcia at mgarcia@bulkley.com