Paralegal Probate Estate and Trust Administration
Berkshire Law GroupLenox, Massachusetts
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Benefits
Paid Vacation
Career Development
Health & Wellness Programs
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Flexible schedule
- Paid time off
- Training & development
- Wellness resources
Probate, Estate & Trust Administration Paralegal
About the Position: Berkshire Law Group seeks a paralegal responsible for managing and producing complex, detailed work involving probate, estate & trust administration and fiduciary accounting while providing exceptional service to our clients. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Much of this work is in the areas of accounting and tax, requiring strong mathematical, organizational, and technological skills. As well, this position requires significant client contact and excellent communication skills.
Responsibilities:
- Attend client meetings and extensive contact with clients
- Identify, gather, and value assets and expenses
- Prepare various probate and estate administration documents with attention to detail
- Prepare accountings for both estates and trusts
- Prepare estate tax returns, including federal and state
- Prepare federal and state fiduciary income tax returns and gift tax returns
- Review and interpret wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process and to fund trusts
Compensation & Benefits:
- Competitive salary based on experience
- Simple IRA Retirement Savings Plan with 3% employer match
- Paid time off and flexible hours
- Many learning and development opportunities
- Paid time for yoga and strength training classes
Location/Availability: This full-time position is based in Lenox, MA, with the opportunity for a flexible and hybrid work schedule. We are open to discussing your situation and work/life balance needs for this opportunity.
Requirements:
- Experience desired but we will train the right person
- Ability to learn and use advanced software programs and innovative technology
- Strong understanding of basic business relationships and client confidentiality principles
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office programs and ability to learn new software quickly
- Proactive, detail-oriented, and able to manage multiple caseloads concurrently
- Commitment to the firm's values and mission
The Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) is a non-profit voluntary association whose members consist of a dedicated group of elder law and special needs attorneys across the Commonwealth of Massachusetts. MassNAELA was incorporated in 1992, to serve the legal profession and the public with the following mission: Educate, inspire, serve, advocate, and provide community to attorneys with practices in elder and special needs law.
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FAQs About Paralegal Probate Estate and Trust Administration Jobs at Berkshire Law Group
What is the work location for this position at Berkshire Law Group?
This job at Berkshire Law Group is located in Lenox, Massachusetts, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Berkshire Law Group?
Employer has not shared pay details for this role.
What employment applies to this position at Berkshire Law Group?
Berkshire Law Group lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at Berkshire Law Group?
Berkshire Law Group is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Berkshire Law Group for this role?
Berkshire Law Group offers following benefits: Paid Vacation, Career Development, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Berkshire Law Group?
You can apply for this role at Berkshire Law Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.