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Trusts & Estates Paralegal

Job Description - Trusts & Estates Paralegal



Benefits:


  • 401(k)

  • Competitive salary

  • Dental insurance

  • Health insurance

  • Paid time off

  • Vision insurance





Flanagan, Barone & O’Brien, LLC (“FBO”) is a successful, growing firm which embraces diversity in seeking to build a strong team of professionals. FBO is currently seeking a senior trusts and estates paralegal with 7+ years of experience. The position provides the opportunity to work both independently and as part of our strong litigation team.



Responsibilities:



  • Administration of trusts and estates including probate of wills, inventory of assets and valuations, preparation of estate and inheritance tax returns, refunding bonds

  • Preparation of estate planning documents including wills and trusts

  • Managing of all aspects of real estate closings, including ability to review and draft real estate transaction documents and prepare matter for closing


Qualifications:



  • Must have a Bachelor’s degree; paralegal certificate preferred

  • 7+ years’ experience as a trusts and estates paralegal involving estate planning as well as administration of trusts and estates

  • Experience handling varied aspects of trusts and estates

  • Experience handling real estate closings

  • Experience with preparing records, assembling exhibits, pleadings, discovery and trial preparation

  • Strong organizational skills and attention to detail

  • Clear and effective communication skills both oral and written

  • Strong computer skills with proficiency in MS Word; EXCEL; GEMS estate tax software desirable

  • Must be able to work independently and be proactive

  • Must be able to multitask and successfully manage a variety of demands daily

  • Ability to integrate into a fast-paced, team-oriented environment

  • Ability to maintain/enter billable time

Candidate must demonstrate a commitment to providing quality client service and adhere to work completion deadlines.


FBO offers a comprehensive benefits package and is an equal opportunity employer. Salary is competitive and commensurate with experience.


 



Compensation: $1.00 per hour






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About the Company

Purcell Mulcahy & Flanagan

Established in 1973, PMF Law provides exceptional legal services to the insurance industry, corporate clients, government entities and individuals.

Read more about the company

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