Job Description
Job Description
We are looking for a highly skilled Paralegal to join our team in Shrewsbury, Massachusetts. The ideal candidate will bring expertise in trust and estate administration, along with a strong aptitude for managing legal documentation and client interactions. This role requires attention to detail and proficiency in specialized legal systems and software.
Responsibilities:
• Manage the preparation and administration of trust and estate documents with precision and compliance to legal standards.
• Utilize QuickBooks Online and Clio to maintain accurate financial and case records.
• Work with Interactive Legal Systems to ensure efficient handling of legal processes and documentation.
• Handle trust administration tasks, ensuring proper management and adherence to legal requirements.
• Collaborate with attorneys and clients to provide exceptional support and guidance on legal matters.
• Organize and maintain comprehensive legal files, ensuring accessibility and accuracy.
• Conduct research and gather information to support legal cases and estate planning efforts.
• Apply disciplined and detail-oriented practices to all tasks, ensuring thoroughness and accuracy.
• Assist in drafting and reviewing legal documents to support attorneys in case preparation.
• Proven experience as a paralegal with a focus on trust and estate administration.
• Proficiency in QuickBooks Online for financial record-keeping.
• Familiarity with Clio and Interactive Legal Systems to manage legal workflows.
• Strong organizational skills and attention to detail.
• Ability to effectively communicate and collaborate with clients and legal professionals.
• Knowledge of trust administration practices and regulations.
• Exceptional ability to handle confidential information with discretion.
• Commitment to maintaining accuracy and discipline in all aspects of work.