Terrific opportunity for Estate and Trust paralegal for law practice in downtown Andover, MA

Overview: We believe work should be fun – We often spend more time at work than you spend home with your family and so if you have to be at work, why not work at a place you like? We help people with some of their most important decisions so building a good relationship, delivering great results and taking ownership over the process, while helping clients have a great experience is exactly what we do.

We are a lifestyle firm and believe in a work-life balance. We offer flexible working hours at our Andover office.

You will be responsible for booking appointments, maintaining all files, calendar management, drafting basic estate planning documents, administering and following through on probate matters, compiling fiduciary accounts, preparing Medicaid applications, handling real estate transfers, and screening phone calls.

• Draft basic estate planning documents such as health care proxies, durable powers of attorney, wills, and trusts; prepare probate pleadings including inventories and accounts, typing, filing, docketing, and follow-through of probate matters; type forms 706, 709 under the direction of attorney; obtain taxpayer identification numbers where required. Put together estate planning binders for clients
• Draw deeds, trustee certificates, beneficiary certificates, and trust funding documents, including beneficiary designation forms; draw up real estate documents, file documents for recording at appropriate registries of deeds, file tax information sheets with appropriate taxing authorities
• Draw up Articles of Organization, maintain corporate books and order corporate kits as required

• Skills: General computer and technological literacy; Fluency in Microsoft products (Word, Excel, PowerPoint, and Outlook); Adobe and Windows platform skills required
• Keys to Success: The successful candidate will be a mature self-starter, who presents well and has excellent interpersonal skills and a strong customer service orientation. Must be exceptionally well organized, pleasantly assertive, with superior attention to detail, and able to work with a minimum of supervision in a fast-paced environment.

We believe work should be fun – We often spend more time at work than you spend

home with your family and so if you have to be at work, why not work at a place you like? We help people with some of their most important decisions so building a good relationship,

delivering great results, and taking ownership over the process, while helping clients have a great experience is exactly what we do. We are an entrepreneurial estates and trusts firm in Andover that is on track for growth, and we need an experienced attorney to join our team and work directly with the owner to help our clients. We are a lifestyle firm and believe in a work-life balance. Our current team consists of one attorney/owner, one administrative/marketing assistant, and one paralegal. We offer flexible working hours at our Andover office.