Paralegal - Trust & Estates

Trust & Estates Paralegal Job Description

At Preti Flaherty, we know that exceptional people and efficient processes drive our continued success. Our Paralegals play a key role in our Firm’s success, responsible for providing high-quality legal assistance to attorneys, contributing to the efficient management of cases, and ensuring consistency and excellence in client service.

Preti Flaherty, one of New England’s largest law firms with offices in ME, NH, MA, and Washington, D.C., is seeking a Paralegal to join the firm’s Trust & Estates practice group. The ideal candidate will have a solid background in Trust & Estates or related experience in a bookkeeping or accounting capacity. This position is an extraordinary opportunity to work with complex and diverse clients, providing direct support to our attorneys and collaborating with our dedicated team. This position is based in our Concord, NH office.

Key Responsibilities:

• Review legal documents such as wills, trusts, powers of attorney, healthcare directives, and related correspondence under attorney supervision.


• Support attorneys in the administration of estates and trusts, including preparing probate filings, notices, inventories, and accountings.


• File and track documents with probate courts; manage deadlines and ensure compliance with court rules and procedures.


• Identify, gather, and value estate assets, including real estate, bank accounts, investments, and personal property.


• Organize and manage physical and digital client files, ensuring accurate recordkeeping and confidentiality.


• Liaise with clients, beneficiaries, banks, and other institutions to collect information and facilitate estate or trust administration.


• Assist in compiling information for estate, gift, and fiduciary income tax returns; coordinate with accountants and tax professionals.


• Facilitate the transfer of assets into trusts, including preparing deeds, assignments, and change of ownership forms.

Qualifications & Requirements

• 2+ years of relevant experience, in either a paralegal role or position with aligned responsibilities, such bookkeeping or accounting


• Bachelor's degree or Paralegal Certificate from an ABA-approved program.


• Aptitude for working with financial and numerical data


• Excellent written and verbal communication skills


• High attention to detail, exceptional organizational skills, and the ability to manage multiple priorities


• Ability to work independently and as part of a collaborative and collegial team


• Proficient in Microsoft Office and legal document management systems


• Strong problem-solving skills and the ability to think critically


• Desire to grow and learn in a professional environment