Trust and Estate Paralegal jobs in United States
cer-icon
Apply on Employer Site
company-logo

Wilchins Cosentino & Novins LLP ยท 1 day ago

Trust and Estate Paralegal

positionWellesley, MA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Wilchins Cosentino & Novins LLP is looking for a full-time paralegal to join their Private Client (Trusts and Estates) practice group. The role involves assisting lawyers with various aspects of estate administration and estate planning, including the preparation of legal documents and correspondence with clients and financial institutions.

ConsultingLaw EnforcementLegal
check
Growth Opportunities
Hiring Manager
Imelda Monaghan
linkedin

Responsibilities

Assist with various aspects of the administration of estates
Assist with various aspects of the estate planning process, including preparation of Wills, Trusts, health care proxies, durable powers of attorney
Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts
Correspondence with clients to obtain information required for probate and estate administration
Correspondence with banks, businesses, insurance companies, brokerage firms, and others to collect asset information or information to collect assets and/or liquidate assets
Preparation and allowance of accounts in the probate court
Other responsibilities as client needs dictate

Qualification

Estate administrationTrust administrationProbate documents preparationClient service skillsAnalytical skillsOrganizational skillsCommunication skillsCritical thinkingTeam collaboration

Required

Readiness to learn to assist with multiple tasks required in estate settlement and trust administration
Excellent organizational, communication skills, analytical and critical thinking skills
Ability to absorb information with the goal to work independently, plan and take the initiative to accomplish objectives in a timely manner
Attentiveness to client service skills
Ability to manage competing priorities as part of a team of attorneys and paralegals

Company

Wilchins Cosentino & Novins LLP

twittertwittertwitter
company-logo
Designed for You: Mid-size is the Right Size Wilchins Cosentino & Novins LLP has designed our firm to deliver a higher level of service for business owners, corporations and individuals, with a focus on privately held businesses and high net worth individuals.
dateFounded in 2016
location
Wellesley, Massachusetts, USA
people-size11-50 employees
web-link
https://wcnllp.com

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Imelda Monaghan
Partner
linkedin
leader-logo
John Donahue
Partner
linkedin
Company data provided by crunchbase